异动解读 | 赛富时盘后大跌5.35%,2026财年营收预期低于预期

异动解读
27 Feb

商业软件提供商赛富时(Salesforce)在周三盘后交易中股价大跌5.35%,引起了市场广泛关注。

赛富时公司周三发布了2026财年营收预期,预计营收将在405亿美元至409亿美元之间,低于市场预期的413.5亿美元。分析师认为,导致其营收预期不佳的主要原因是其人工智能代理平台Agentforce的采用速度放缓。Agentforce在过去几个季度的营收增长仅为一位数,在人工智能快速发展的背景下显得滞后。

此外,赛富时公司上季度的营收99.9亿美元也低于分析师预期,每股收益11.09-11.17美元也低于预期。受利率居高不下和经济不确定性的影响,企业削减支出,也可能会影响赛富时业绩增长。

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