share_log

福昕软件获国海证券增持评级,订阅转型致短期业绩承压,业务价值量稳定提升

JRJ Finance ·  May 6 21:01

2024年5月6日,福昕软件获国海证券增持评级,近一个月福昕软件获得3份研报关注。

研报预计2024/2025/2026营业收入为7.01/8.22/10.18亿元,归母净利润为-0.35/0.11/0.55亿元。研报认为,公司持续深化订阅转型,短期表观业绩承压,但综合业务价值量稳定提升,增长确定性高。同时,随渠道转型推进,分销体系成熟,有望提高投入产出比。

风险提示:订阅转型进度不及预期;PC市场回暖不及预期;生成式AI技术发展不及预期;竞争格局恶化风险;地缘政治风险。

The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment