财报前夕逆势看好！大摩推荐Datadog与Palantir等五只软件股

智通财经04-17

4月17日，摩根士丹利表示，包括Datadog(DDOG.US)、JFrog(FROG.US)、Palantir Technologies(PLTR.US)、Atlassian(TEAM.US)和Dynatrace(DT.US)在内的多家公司，在软件股季度业绩公布前，具备小幅加速增长并上调全年指引的潜力。该机构指出，尽管这些公司股价表现显著落后，但需求环境仍保持健康。该行以Sanjit Singh...

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US Aggressive Growth A Acc SGD-H","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1429863.html","article_id":"2628127356","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2628127356","pubTimestamp":1776409920,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，摩根士丹利表示，包括Datadog、JFrog、Palantir Technologies、Atlassian和Dynatrace在内的多家公司，在软件股季度业绩公布前，具备小幅加速增长并上调全年指引的潜力。\"从供应商角度来看，在未来几周即将发布财报的公司中，我们对Datadog的渠道调研反馈显示其基本面最为强劲，其次是Palantir和JFrog。Datadog摩根士丹利对Datadog给予\"增持\"评级，目标价180美元。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":["earning"],"viewcount":null,"language":"zh","relate_stocks":{"IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4547":"WSB热门概念","BK4516":"特朗普概念","BK4535":"淡马锡持仓","LU1074936037.SGD":"JPMorgan Funds - 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Morgan Stanley recommends five software stocks such as Datadog and Palantir","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/e54a06689e0967b68425f27f5c5577c0","symbols_score_info":{"DDOG":2,"PLTR":2,"FROG":2,"TEAM":2,"DT":2},"content_text":"4月17日，摩根士丹利表示，包括Datadog(DDOG.US)、JFrog(FROG.US)、Palantir Technologies(PLTR.US)、Atlassian(TEAM.US)和Dynatrace(DT.US)在内的多家公司，在软件股季度业绩公布前，具备小幅加速增长并上调全年指引的潜力。该机构指出，尽管这些公司股价表现显著落后，但需求环境仍保持健康。该行以Sanjit Singh为首的分析师表示，过去一个月，基础设施软件股(不包括新一代云服务商)下跌约15%，跑输IGV指数(-13%)和纳斯达克指数(+1%)，主要原因是对AI原生竞争再度升温的担忧。\"尽管如此，我们季度内的行业交流显示，第一季度需求环境良好，对2026年持谨慎乐观态度，这反映出公有云支出强劲、云迁移持续保持韧性、与AI相关的新软件开发计划显著增加，以及企业更倾向于向平台型供应商而非窄域点解决方案供应商集中支出的趋势。\"Singh及其团队表示。该行分析师指出，他们并未听说第一季度的订单预订因地缘政治紧张局势加剧或能源价格上涨而受到负面影响，但如果当前状况持续，这可能成为今年晚些时候出现的风险因素。\"从供应商角度来看，在未来几周即将发布财报的公司中，我们对Datadog的渠道调研反馈显示其基本面最为强劲，其次是Palantir和JFrog。Dynatrace的调研反馈也较为积极，而Appian和Atlassian的调研结果则喜忧参半。我们与合作伙伴交流后得出的乐观判断，也得到了最新CIO(首席信息官)调查结果的支持——该调查显示，2026年软件预算增长预期从上季度的3.7%改善至4.1%，\"Singh及其团队表示。该行分析师补充称，由于这些股票在第一季度业绩发布前已经下跌，他们认为最具吸引力的投资标的是Datadog、JFrog和Palantir，因为Atlassian(其财季截止于6月底)和Dynatrace(本季度)仍需提供2027财年初步指引，这通常会带来额外的风险因素。Datadog摩根士丹利对Datadog给予\"增持\"评级，目标价180美元。\"Datadog进入第一季度的形势良好，基本面增长势头明确，渠道调研反馈略有改善，并有望进一步加速实现30%以上的收入增长，同时第二季度和2026财年业绩预期也存在上调空间，\"分析师表示。Singh及其团队指出，尽管该股目前估值倍数仍处于溢价水平，但近期的回调和更为谨慎的仓位布局，为Datadog业绩达标后的股价积极反应创造了空间。JFrog摩根士丹利对JFrog给予\"增持\"评级，目标价70美元。\"JFrog进入第一季度时形势良好，近期业绩显示出强劲的基本面增长势头，渠道调研反馈环比改善，我们的分析预测第一季度增长将再度加速，同时第二季度和2026财年业绩预期也存在上调空间，\"Singh及其团队表示。分析师补充称，尽管该股目前仍处于溢价交易状态，但2月份Anthropic宣布Claude Code Security后引发的抛售潮，为股价上涨留下了空间。Palantir摩根士丹利对该股给予\"中性\"评级，目标价205美元。Singh及其团队表示，Palantir进入第一季度时形势良好，因为卓越的基本面动能、积极的渠道调研反馈以及可能向上的业绩预期修正，与近期回调后更为谨慎的仓位布局形成对比。\"基本面依然异常强劲，美国市场引领的增长加速、大客户采用率不断扩大以及行业领先的利润率，使得实现100亿美元收入目标的路径愈发可信，\"分析师补充道。Atlassian摩根士丹利对Atlassian股票给予\"增持\"评级，目标价120美元。以Keith Weiss为首的分析师表示，Atlassian在发布第三财季业绩之际，市场情绪依然低迷，因为该股过去一个月相对纳斯达克指数有所下跌。\"市场预期第三财季云业务/总收入增长23%/25%，第四财季增长22.6%/19.5%，而我们预计Atlassian第三财季云业务收入将增长27%-28%，总收入增长28%-29%，第四财季云业务收入增长约24%，总收入增长20%-21%，两项预期均高于市场共识，\"Weiss及其团队表示。分析师补充称，这应该会对股价形成支撑，但他们预计涨势难以持续，因为针对按席位授权软件模式的更广泛AI看空逻辑可能仍未消除。此外，分析师表示，市场对下季度2027财年指引可能低于共识预期的担忧，将继续成为悬而未决的阴影。Dynatrace摩根士丹利对该股给予\"中性\"评级，目标价43美元。\"Dynatrace进入第四财季的近期形势有所改善，基本面趋于稳定，渠道调研反馈积极，业绩超预期并小幅上调指引的框架有望支撑财报发布后的积极市场反应，\"分析师表示。然而，分析师指出，要实现更有意义的估值重估，门槛仍然较高，因为投资者可能仍需要更确凿的证据来证明年度经常性收入(ARR)能够在本季度之后重新加速增长。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2628127356","isCrawlerRequest":true}