下半年前景不乐观古根海姆绩前唱空ServiceNow(NOW.US)

智通财经网07-08

智通财经APP获悉，古根海姆将ServiceNow(NOW.US)评级从“中性”下调至“卖出”，目标价为640美元。古根海姆表示，ServiceNow 2024年第二季度情况良好，但未来风险与估值不符。

ServiceNow将在7月24日公布财报。古根海姆分析师认为，该公司2024年第二季度业绩良好，但下半年对订阅的共识预期存在风险，该股面临重大风险。

古根海姆分析师们补充说，ServiceNow似乎预计今年下半年生成式人工智能业务将出现增长，但他们的实地调查表明，这可能要到2025年才能实现。

分析师们表示，第二季度对合作伙伴的调查总体上是积极的，但不像往常那样积极。

分析师补充称，几位合作伙伴对今年下半年表示担忧，特别是因为生成式人工智能的货币化并没有大规模实现，也不太可能像管理层所暗示的那样在今年实现。

TipRanks数据显示，总体而言，华尔街分析师仍看好ServiceNow，共识评级为“强烈买入”，平均目标价为856.93美元，意味着仍有6%的上涨空间。

截至发稿，ServiceNow跌4.52%，报770.00美元。该股今年以来上涨14%。

更多港股重磅资讯，下载智通财经app

更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)

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2024年第二季度情况良好，但未来风险与估值不符。</p><p>ServiceNow将在7月24日公布财报。古根海姆分析师认为，该公司2024年第二季度业绩良好，但下半年对订阅的共识预期存在风险，该股面临重大风险。</p><p>古根海姆分析师们补充说，ServiceNow似乎预计今年下半年生成式人工智能业务将出现增长，但他们的实地调查表明，这可能要到2025年才能实现。</p><p>分析师们表示，第二季度对合作伙伴的调查总体上是积极的，但不像往常那样积极。</p><p>分析师补充称，几位合作伙伴对今年下半年表示担忧，特别是因为生成式人工智能的货币化并没有大规模实现，也不太可能像管理层所暗示的那样在今年实现。</p><p>TipRanks数据显示，总体而言，华尔街分析师仍看好ServiceNow，共识评级为“强烈买入”，平均目标价为856.93美元，意味着仍有6%的上涨空间。</p><p><img src=\"https://img.zhitongcaijing.com/image/20240708/1720445403497764.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1720445403497764.png\"/></p><p>截至发稿，ServiceNow跌4.52%，报770.00美元。该股今年以来上涨14%。</p><p>更多港股重磅资讯，下载智通财经app</p><p>更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)</p> </body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.zhitongcaijing.com/content/detail/1147372.html\">智通财经网</a> 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