异动解读｜财捷夜盘下跌10.19%，四季报超预期但全年营收指引不及市场预期

行情直击08-26

8月25日，财捷夜盘下跌10.19%，报321.05美元/股，成交额6.04万美元。

消息面上，公司盘后发布第四财季业绩：调整后每股收益4.03美元，超出市场预期的3.58美元；营收43.5亿美元，高于预期的42.7亿美元。然而，公司发布的前瞻指引大幅低于预期，成为股价下跌的核心催化剂。公司预计2027财年营收为232.8亿至235.1亿美元，低于分析师预期的237亿美元；调整后EPS为22.88至23.12美元，远低于市场预期的27.34美元。此外，TurboTax预计增速由7%放缓至2%-3%，Mailchimp营收预计持平或下降1%。此前摩根士丹利已将评级降至"持股观望"并警示AI对税务业务的潜在冲击，TD Cowen目标价仅304美元，市场对增长前景的担忧在指引落地后集中释放。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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