Core Insights - The article highlights the significance of Big Data in enhancing business decision-making, risk management, and operational efficiency through advanced analytics and AI technologies [3][4]. Company Summaries Confluent Inc. (CFLT) - Confluent operates a data streaming platform, providing managed cloud-native SaaS and self-managed software solutions [7]. - Expected revenue and earnings growth rates are 19% and 32.4%, respectively, for the current year, with a 20.5% improvement in earnings estimates over the past 30 days [8]. - The short-term average price target indicates a potential increase of 28.9% from the last closing price of $21.05, with a maximum upside of 71% [9]. Blackbaud Inc. (BLKB) - Blackbaud offers cloud software and services, achieving solid execution of strategic goals with organic revenue growth and stock buybacks [10][11]. - Expected revenue and earnings growth rates are -3.1% and 17.9%, respectively, with an 8.4% improvement in earnings estimates over the past 30 days [12]. - The short-term average price target suggests a 10.7% increase from the last closing price of $62.12, indicating a maximum upside of 36.8% [12]. Sprout Social Inc. (SPT) - Sprout Social provides a web-based social media management platform, offering AI-powered solutions for various social media functions [13][14]. - Expected revenue and earnings growth rates are 11.3% and 20.6%, respectively, with a 10.3% improvement in earnings estimates over the past 30 days [14]. - The short-term average price target indicates a potential increase of 30.7% from the last closing price of $21.55, with a maximum upside of 94.9% [15]. HubSpot Inc. (HUBS) - HubSpot delivers a cloud-based customer relationship management platform, experiencing steady adoption and integration of AI features [16][17]. - Expected revenue and earnings growth rates are 15.4% and over 100%, respectively, with a 49% improvement in earnings estimates over the past 30 days [18]. - The short-term average price target suggests a 19% increase from the last closing price of $621.25, indicating a maximum upside of 49.7% [18]. Teradata Corp. (TDC) - Teradata provides a hybrid cloud analytics platform, benefiting from strong cloud ARR growth and strategic partnerships with major tech companies [19][20]. - Expected revenue and earnings growth rates are -6.5% and -2.1%, respectively, with unchanged earnings estimates over the past 30 days [20]. - The short-term average price target indicates an 18.7% increase from the last closing price of $21.82, with a maximum upside of 60.4% [21].

Group 1: Investor Relations Activity Overview - The investor relations activity was an earnings briefing held on May 16, 2025, via the "Investor Relations Interactive Platform" [3] - Attendees included the company's chairman and acting general manager, financial officer, board secretary, and representatives from CITIC Securities [3] Group 2: Key Issues Addressed - No deep cooperation with major tech firms like Alibaba, Tencent, or ByteDance has been established yet, focusing instead on AI applications [5] - Specific measures to strengthen internal control management include optimizing approval processes and enhancing performance assessments [6] - The company cannot disclose specific client names due to confidentiality but serves government entities and large state-owned enterprises [7] Group 3: Financial and Operational Challenges - The company is currently under *ST status due to an audit opinion issue and plans to improve financial conditions through product upgrades and governance enhancements [8] - Following a significant drop in stock price post-investigation announcement, the company aims to restore investor confidence through compliance and performance improvements [9] Group 4: Strategic Initiatives - The company is focusing on AI toy applications and has made progress in market promotion, though substantial performance impact remains to be validated [10] - Strategic adjustments include targeting clients with stronger financial capabilities and enhancing existing technology products [12] - The company is leveraging national policies supporting AI development to expand market reach and improve competitiveness [16] Group 5: Management and Governance - The company has maintained a stable management team, with the chairman currently acting as the general manager [22] - Efforts are being made to enhance corporate governance and investor relations management to improve overall market competitiveness [19][20] Group 6: Ongoing Investigations - The company is under investigation for information disclosure violations, with ongoing cooperation with regulatory authorities [23]