ServiceNow(NOW)盘前扬升7.27% 二季度调整后EPS达0.9美元超预期

金吾财讯
Jul 23

金吾财讯 | ServiceNow(NOW)盘前扬升7.27%,暂报102.40美元。消息面上,公司新近业绩报告显示,二季度实现营收39.87亿美元,同比增长24%。其中,订阅收入38.77亿美元,同比增长24.5%。净利润2.98亿美元,Non-GAAP净利润9.30亿美元,调整后EPS达0.9美元,高于市场预期的0.85美元。指引方面,公司预计第三季度2026 GAAP订阅收入预计为39.75亿至39.80亿美元,同比增长约20.5%;全年2026订阅收入上调至157.6亿至157.8亿美元。ServiceNow总裁兼首席财务官Gina Mastantuono表示:“第二季度业绩斐然,充分展现了ServiceNow广泛的市场需求、强大的执行力和卓越的运营杠杆。我们再次超越了预期,各项营收和盈利指标均超出预期上限。人工智能新增年度合同价值(ACV)增长持续超出预期,我们的人工智能控制塔正为安全和风险业务注入强劲动力,而IT运营管理(ITOM)也受益于对配置管理数据库(CMDB)的强劲需求,CMDB已成为重要的治理和数据基础。在大多数企业仍在探索人工智能投资回报率(ROI)的当下,ServiceNow正是能够实现这一目标的平台。”此外,基于二季度向好业绩,杰富瑞将ServiceNow目标价从135美元上调至140美元。

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