周四盘中,黑莓(BB)股价大跌7.08%,延续了此前的下跌趋势。这一显著跌幅主要源于公司发布的疲软业绩指引,引发了投资者对其未来增长前景的强烈担忧。
黑莓日前公布了第四财季业绩报告。尽管该季度调整后每股收益0.03美元和1.417亿美元的营收均优于市场预期,但公司对未来的展望却令投资者大失所望。黑莓预计2026财年(截至2026年2月)的总营收将在5.04亿至5.34亿美元之间,低于2025财年的5.349亿美元。更令人担忧的是,公司核心网络安全业务2026财年的收入预期在2.3亿至2.4亿美元之间,大幅低于上一财年的2.726亿美元。黑莓表示,在经济不确定性的背景下,客户对网络安全服务的需求疲软。此外,分析师指出,黑莓在车联网系统(QNX)市场的份额正被特斯拉等竞争对手侵蚀,其转型为企业安全服务商的战略面临严峻考验。
面对这些挑战,黑莓正在进行业务重组。公司已完成以1.6亿美元向Arctic Wolf出售Cylance业务的交易,这被视为重组计划的一部分。然而,这些举措似乎未能提振投资者信心。与此同时,加拿大投资银行集团维持了对黑莓的"持有"评级,但将目标价从4.75美元下调至4.25美元,反映了分析师对公司前景的谨慎态度。市场将继续关注黑莓能否成功应对当前的经营困境,重回增长轨道。
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