FQ4 results were solid. Billings grew 27% YoY, above consensus, and FY25 outlook was largely in line. However, with guidance assuming steep 2H accel compounded by salesforce disruption and more competition, investors remain cautious. Stock likely settles around $170 range, or ~30X EV/FY26 FCF.
免責聲明
這些資訊和出版物並不意味著也不構成TradingView提供或認可的金融、投資、交易或其他類型的意見或建議。請在使用條款閱讀更多資訊。
免責聲明
這些資訊和出版物並不意味著也不構成TradingView提供或認可的金融、投資、交易或其他類型的意見或建議。請在使用條款閱讀更多資訊。