TaskUs An 'Underappreciated Beneficiary Of AI Investment,' Says Analyst, Has Meta Platforms As Key Client
TaskUs An 'Underappreciated Beneficiary Of AI Investment,' Says Analyst, Has Meta Platforms As Key Client
TaskUs, Inc. (NASDAQ:TASK) shares were climbing on Friday.
TaskUs, Inc.(納斯達克:TASK)股票在週五上漲。
The company is an "underappreciated beneficiary of AI investment," with exposure to key customers Meta Platforms and Open AI, according to Morgan Stanley.
根據摩根士丹利的說法,該公司是「人工智能投資的未被充分重視的受益者」,與主要客戶Meta Platforms和Open AI有密切關聯。
Analyst James Faucette upgraded the rating for TaskUs from Equal-Weight to Overweight, while raising the price target from $18 to $21.
分析師詹姆斯·福塞特將TaskUs的評級從同等權重上調至超配,同時將目標價從18美元上調至21美元。
The TaskUs Thesis: Given its strong execution, the company is likely to continue increasing wallet share with Meta Platforms, "which should accelerate growth in AI Services," Faucette said in the upgrade note.
TaskUs的投資論點:鑑於其強大的執行力,該公司可能會繼續與Meta Platforms增加消費份額,「這應該會加速人工智能服務的增長,」福塞特在升級報告中表示。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
The market for data labeling and annotation services, which help improve the performance of LLMs (large language models) in Gen AI applications, has "meaningfully expanded," with the expansion of Gen AI adoption by enterprise clients, the analyst stated.
數據標註和註釋服務的市場,幫助提升大語言模型(LLMs)在生成性人工智能應用中的表現,「顯著擴展」,隨着企業客戶對生成性人工智能的採用而擴展,分析師表示。
TaskUs has "a first-mover advantage" in the data labeling market, which positions it to "capture incremental market share," he added.
TaskUs在數據標註市場中具有「先發優勢」,這使其能夠「獲取增量市場份額,」他補充道。
"Industry-leading margins reinforce TASK's competitive moat and we think investors will reward accelerating top-line growth," Faucette further wrote.
「行業領先的利潤率強化了TASK的競爭壁壘,我們認爲投資者會獎勵加速的營業收入增長,」福塞特進一步寫道。
TASK Price Action: Shares of TaskUs had risen by 12.74% to $18.01 at the time of publication on Friday.
TASk價格走勢:截至週五發表時,TaskUs的股價上漲了12.74%,達到18.01美元。
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Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。