花旗前瞻ServiceNow(NOW.US)Q1业绩:乐观中藏隐忧 下调目标价至177美元

智通财经
Apr 16

智通财经APP获悉,ServiceNow(NOW.US)将于4月22日公布第一季度业绩。花旗银行表示,该公司业绩可能会略微超出预期,因为消费的“早期迹象”已经开始显现。花旗分析师Tyler Radke 维持了对ServiceNow的“买入”评级,但将目标股价从237美元下调至177美元。分析师普遍预期ServiceNow 每股收益为0.97美元,营收为37.5亿美元。

Radke在给客户的报告中写道:“我们第一季度的合作伙伴实地调研显示,大多数合作伙伴的业绩略高于预期,但我们也注意到一些交易出现延误,联邦政府需求也较为疲软。CIO调查数据显示,IT预算有所调整,主要受明确的投资回报率和治理机制的制约,而ServiceNow在这方面仍然表现出色。上个月与首席产品官Amit Zavery的会面表明,人工智能实验室正在直接采用ServiceNow管理的工作流程,这进一步巩固了ServiceNow的制胜优势。我们预计业绩将略微超出预期,并温和地延续到2026财年。虽然2026财年的营收预期保持不变,但由于未来几年的增长潜力仍然取决于人工智能应用的早期阶段,我们将2027-2028财年的营收和利润预期下调了50-200个基点。”

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