Evercore ISI上调埃森哲目标价至250美元,看好AI业务增长及订单表现

智通财经
Oct 02
【Evercore ISI上调埃森哲目标价至250美元,看好AI业务增长及订单表现】Evercore ISI维持埃森哲“跑赢大盘”评级,并将目标价上调至250美元,主要基于盈利预期改善和AI业务增长。埃森哲8月季度营收187亿美元,按固定汇率同比增长7%,高于公司指引上限;调整后每股收益3.29美元,同比增长9%。季度新签订单222亿美元,同比增长5%,其中托管服务订单达到创纪录的128亿美元。Evercore特别看好公司AI业务进展,埃森哲2026财年来自新兴AI和数据合作伙伴的订单额增长逾两倍,相关收入增长逾一倍,超过400家客户首次启动高级AI项目。公司预计2027财年按固定汇率计算营收增长3%至6%,每股收益14.39至14.81美元,营业利润率扩大10至30个基点。

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