2023年8月11日

雁行降低目标收敛技术解决方案雁行资本市场分析师罗伯•高夫推他的目标低收敛技术解决方案(收敛技术解决方案股票报价、图表、新闻、分析师、金融TSX: CTS)但他保持看好股票和公司在周四的一份报告中说,基本面稳固收敛似乎表明改进的有机增长。北美市场的IT解决方案提供商,收敛周三公布了第二季度业绩,未来的收入增长29%,至6.658亿美元,调整后息税前利润4150万美元,而上年同期为3920万美元。“收敛继续执行其交叉销售策略在第二季度,把高价值的解决方案与客户利用我们的咨询,实现,和管理服务的各个实践领域,”格雷格-说,汇聚全球首席执行官,在一份声明中说。“今天60%的收敛在北美销售代表现在驾驶超过四个解决方案领域的客户,”他说。看着这些数字,戈夫说6.658亿美元的背线相比,他预计在6.406亿美元和6.407亿美元的共识,当息税前利润为4150万美元在与分析师的电话为4170万美元,这头发街上在4110万美元以上。戈夫说收入表现令人印象深刻和公司的订单积压4.47亿美元保持强劲。“我们继续看到潜在的基本价值的股票。Q223结果继续预订的趋势,收入和毛利的出色表现而EBITDA最近两个季度已基本符合预期,”高夫写道。分析师表示,投资者似乎寻找提高效率的证据从CTS操作的角度来看,注册的EBITDA利润率增长,而自由现金流也进一步清晰的头脑。“收购,专注于有机增长,我们看到收益,CTS交付2023年业绩符合预期。 We could see revenues and gross profit forecasts for the year modestly upgraded following the quarter while EBITDA remains unchanged or cautiously trimmed by $2-4 million,” he said. CTS shares have fallen hard over the past two years, going from about $12 in September 2021 to now below $3 per share. The stock dropped almost 11 per cent in trading on Thursday. Goff maintained a “Speculative Buy” rating on CTS while dropping his target from $6.00 to $5.40, which at press time represented a projected one-year return of 86 per cent. “We are moving our price target from $6.00 to $5.40 as we look for improved free cash flow generation, efficiency gains and the prospective sale of the Company’s shares in Portage,” Goff said.