当地时间2024年11月7日,IT服务供应商EPAM Systems公司股价盘中出现大涨18.14%的异动,引发市场广泛关注。
公司当日上调了2024年全年营收和利润预测,预计全年营收将达到46.9亿至47亿美元,调整后每股利润为10.73至10.81美元,均优于之前预期指引。EPAM上调全年预期,主要押注随着企业IT支出逐渐回暖,行业需求将在年底强劲复苏。
同时,EPAM上一季度实际业绩也普遍超出市场预期。财报显示,第三季度公司营收达11.7亿美元,调整后每股利润3.12美元,均高于分析师预计。强劲的业绩数据反映公司保持了良好的增长势头,为上调全年指引奠定了基础。
另一方面,EPAM上月以30亿美元收购了FD Technologies咨询业务,这有助于深化公司在金融服务领域的专业知识,并提升人工智能等新兴技术应用能力。市场看好此举进一步强化公司在相关领域的竞争实力。
综合来看,公司良好的当前业绩以及对未来增长前景的乐观预期,推动EPAM Systems股价出现大涨。分析人士指出,该股目前估值仍处于合理区间,多数机构预计将继续在新兴信息技术服务需求增长下获益,前景向好。
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