高利润率业务

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Kyndryl(KD.US)突破历史新高在望!奥本海默上调目标价至55美元
Zhi Tong Cai Jing· 2025-07-09 06:49
Kyndryl(KD.US)凭借持续推进的业务转型及出色执行,在昨日盘中一度飙涨至44.2美元,收涨42.63美 元。截至发稿,这家IT基础设施公司夜盘上涨0.05%,报43.4美元,有望于下一交易日突破2月5日创下 的43.45美元历史峰值。该股今年以来累计涨幅已达26%。奥本海默对Kyndryl的评级为"跑赢大盘",并 将其目标价从47美元上调至55美元。 奥本海默分析师伊恩.扎菲诺与艾萨克.塞尔豪森在一份投资者报告中表示:"过去三年多来,该公司在业 务转型方面取得显著进展,管理层的执行能力持续在线。2025财年,公司签约额同比增长46%,达183 亿美元。值得关注的是,随着分拆前的旧合同陆续重新定价,预计2026财年高利润率签约额占营收的比 例将从2025财年的50%提升至约67%。" Kyndryl于2021年末从IBM分拆独立。Kyndryl咨询业务也为公司贡献了可观增长,在新增签约额中占比 约24%。 分析师补充道:"总体而言,Kyndryl仍是我们的首选标的之一。在新增签约、高利润率业务的重新定价 与扩张,以及股票回购等因素推动下,2028财年每股收益(EPS)有望达到约5美元。 此外,我们注意 ...
Syra Health (SYRA) - 2025 Q1 - Earnings Call Transcript
2025-05-08 14:02
Syra Health (SYRA) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Corbin Woodhull - Managing Director, Global AdvisoryDeepika Vuppalanchi - Co-Founder, CEO & DirectorPriya Prasad - CFO, COO & Director Operator Good morning, ladies and gentlemen, and welcome to the Syrah Health First Quarter twenty twenty five Earnings Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on ...
Porch(PRCH) - 2025 Q1 - Earnings Call Transcript
2025-05-06 21:00
Porch Group (PRCH) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Speaker0 Good afternoon, everyone, and thank you for participating in Porsche Group's First Quarter twenty twenty five Conference Call. Today, we issued our earnings release and filed our related Form eight ks with the SEC. The press release can be found on our Investor Relations website at ir.porchgroup.com. I would like to take a moment to review the company's Safe Harbor statement within the meaning of the Private Securities Litigation Ref ...