Tech Treasures: 2 Undervalued Software Stocks to Watch
Tech Treasures: 2 Undervalued Software Stocks to Watch
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When it comes to tech stocks, it can be incredibly hard to find stocks that are undervalued. In fact, itâs nearly next to impossible. But that doesnât mean it is impossible.
在技術股方面,找到被低估的股票非常困難,事實上幾乎不可能。但這並不意味着沒有可能。
In fact, analysts believe these two software stocks offer plenty of value. And that they are indeed undervalued at these levels. So letâs look at CAE (TSX:CAE) and Coveo Solutions (TSX:CVO), two software stocks investors should watch.
事實上,分析師認爲這兩隻軟件股票在這些水平都提供了很大價值,並且確實被低估了。那麼讓我們看看CAE( TSX:CAE)和Coveo Solutions( TSX:CVO)這兩隻軟件股票,這是投資者應該關注的。
CAE stock
CAE 股票
CAE Inc. is a leader in simulation and modelling technologies, primarily serving the civil aviation and defence sectors. The company provides integrated training solutions, including flight simulators, training services, and other technologies. These are designed to enhance the safety and efficiency of operations. Founded in 1947, CAE has established a robust market presence with over 160 training locations worldwide.
CAE Inc.是模擬和建模技術的領先者,主要服務於民用航空和國防部門。其提供綜合培訓解決方案,包括飛行模擬器、培訓服務和其他技術。這些是爲了提高操作的安全性和效率。CAE成立於1947年,在全球擁有超過160個培訓地點,建立了強大的市場地位。
Analysts consider it undervalued due to its strong market position, innovative capabilities, and long-term growth prospects. Despite recent market fluctuations, CAE has consistently demonstrated strong financial performance. For example, its recent quarterly earnings showed a revenue increase of 17% year-over-year, reaching $1.02 billion.
由於其強大的市場地位、創新能力和長期增長前景,分析師認爲它被低估了。儘管近期市場波動,但CAE始終表現出強勁的財務業績。例如,其最近的季度收益同比增長17%,達到10.2億美元。公司的每股收益(EPS)調整後也增長了21%。這反映了其運營效率和其模擬產品的強勁需求。分析師預測,隨着全球航空業復甦和國防支出的增加,持續增長將成爲一個趨勢。在未來的財政年度,分析師預計EPS增長15%。
The company's adjusted earnings per share (EPS) also grew by 21%. This reflects its operational efficiency and robust demand for its simulation products. Analysts forecast continued growth as global aviation recovers and defence spending increases. Over the next fiscal year, analysts project EPS growth of 15%.
CAE的創新能力和全面培訓解決方案使其在未來的持續增長中處於有利地位。該公司正在利用數字技術和人工智能(AI)的進步來增強其培訓產品。隨着航空業的復甦和國防預算的擴大,預計將對CAE的產品和服務產生持續的需求。
CAE's innovative capabilities and comprehensive training solutions position it well for continued growth. The company is leveraging advancements in digital technologies and artificial intelligence (AI) to enhance its training offerings. As the aviation industry rebounds and defence budgets expand, CAE is expected to see sustained demand for its products and services.
Coveo Solutions專注於AI驅動的搜索和推薦解決方案,是一傢俱有顯着增長潛力的純軟件股票。該公司的平台整合了機器學習、AI和數據分析,可在各行各業提供個性化的搜索結果和推薦服務,包括電子商務、服務和工作場所應用。Coveo成立於2005年,憑藉其創新的解決方案和強大的市場地位而獲得認可。
Coveo
Coveo
Coveo Solutions specializes in AI-powered search and recommendation solutions, making it a pure-play software stock with significant growth potential. The company's platform integrates machine learning, AI, and data analytics to deliver personalized search results and recommendations across various industries. This includes e-commerce, service, and workplace applications. Founded in 2005, Coveo has gained recognition for its innovative solutions and strong market presence.
鑑於其尖端技術和不斷擴大的市場份額,分析師認爲Coveo被低估了。公司的最新收益報告顯示,收入同比增長28%,總計2800萬美元。此外,Coveo的經常性收入,這是軟件公司的關鍵指標,增長了33%,表明公司具有強大的客戶保留和客戶獲取能力。用76%的毛利率而言,該公司有着良好的盈利潛力。分析師對Coveo的未來非常看好,預計未來三年的年收入增長率將達到25%。這得益於各行各業對AI驅動解決方案的日益普及。
Analysts highlight Coveo as undervalued due to its cutting-edge technology and expanding market presence. The company's latest earnings report showcased a 28% increase in revenue year-over-year, totalling $28 million. Additionally, Coveo's recurring revenue, a critical metric for software companies, grew by 33%, indicating strong customer retention and acquisitions. With a gross margin of 76%, the company shows excellent profitability potential. Analysts are bullish on Coveo's future, forecasting 25% annual revenue growth over the next three years. This is being driven by increasing adoption of AI-driven solutions across various industries.
事實上,Coveo預計在企業繼續接受AI和數據驅動技術的同時,會迎來顯著的增長。該公司通過個性化搜索和推薦來提高用戶體驗,符合智能數字解決方案的市場趨勢。Coveo不斷擴大的產品組合和戰略伙伴關係進一步增強了其市場地位,使其成爲科技領域中具有吸引力的投資項目之一。
In fact, Coveo is poised for significant growth as businesses continue to embrace AI and data-driven technologies. The company's focus on enhancing the user experience through personalized search and recommendations aligns with market trends towards more intelligent and efficient digital interactions. Coveo's expanding product portfolio and strategic partnerships further bolster its market position. This makes it a compelling investment in the tech sector.
CAE和Coveo Solutions是科技領域中具有強大的財務業績、創新能力和良好增長前景的有吸引力的投資機會。CAE在模擬培訓解決方案方面的領導地位,加上航空和國防市場的復甦,使其能夠持續成功。與此同時,Coveo的AI驅動搜索和推薦平台符合對智能數字解決方案日益增長的需求,支持其強勁增長的前景。因此,對於尋求長期增長的投資者來說,請注意這兩個軟件股票。
Bottom line
最後了結
CAE and Coveo Solutions represent compelling investment opportunities in the tech sector due to their strong financial performance, innovative capabilities, and promising growth prospects. CAE's leadership in simulation and training solutions, coupled with the recovery in aviation and defence markets, positions it for continued success. Meanwhile, Coveo's AI-driven search and recommendations platform aligns with the growing demand for intelligent digital solutions, supporting its robust growth outlook. So for investors looking towards long-term growth, keep an eye on these two software stocks.
在技術領域中,CAE和Coveo Solutions是具有強大的財務業績、創新能力和良好增長前景的有吸引力的投資機會。CAE在模擬和培訓解決方案方面擁有領導地位,加上航空和國防市場的復甦,使其能夠持續成功。與此同時,Coveo的AI驅動搜索和推薦平台符合對智能數字解決方案日益增長的需求,支持其強勁增長的前景。因此,對於尋求長期增長的投資者來說,請注意這兩個軟件股票。
The post Tech Treasures: 2 Undervalued Software Stocks to Watch appeared first on The Motley Fool Canada.
《The Motley Fool Canada》發表的文章:Tech Treasures: 2 Undervalued Software Stocks to Watch。
譯文內容由第三人軟體翻譯。