英文【高盛】美洲新兴软件：第一季度业绩中浮现的关键主题：重新审视首要投资观点；买入OS、VERX、WAY
27 May 2025 | 12:29AM EDT Americas Emerging Software Key Themes Emerging from 1Q results: Revisiting Top
报告摘要
27 May 2025 | 12:29AM EDT Americas Emerging Software Key Themes Emerging from 1Q results: Revisiting Top
核心要点
- 27 May 2025
报告信息
- 文件全名
- 《英文【高盛】美洲新兴软件：第一季度业绩中浮现的关键主题：重新审视首要投资观点；买入OS、VERX、WAY-20页.pdf》
- 适合读者
- 核心数据
- With the median stock in our SMID-cap Software coverage down ~15% YTD
- (vs. the S&P 500 down ~1%), we revisit quarterly performance, highlight
- WAY) seeing multiples expand ~6% YTD despite 2025 consensus revenue estimates
- being revised up by just ~1%, on average, and underperformers (SMWB, SPT, WK)
- seeing multiples contract ~42% over that same time period with consensus estimates
- 核心议题
常见问题
《英文【高盛】美洲新兴软件：第一季度业绩中浮现的关键主题：重新审视首要投资观点；买入OS、VERX、WAY》主要包含哪些内容?
27 May 2025 | 12:29AM EDT Americas Emerging Software Key Themes Emerging from 1Q results: Revisiting Top核心数据:With the median stock in our SMID-cap Software coverage down ~15% YTD;(vs. the S&P 500 down ~1%), we revisit quarterly performance, highlight;WAY) seeing multiples expand ~6% YTD despite 2025 consensus revenue estimates。
这份报告覆盖哪一年、篇幅多大?
覆盖 2025 年,全文约 20。
这份报告是免费的吗?如何获取?
本报告免费查阅,登录资料宝后即可在线获取完整内容。
这份报告适合哪些读者?
适合战略规划、行业研究员等读者参考。
报告涉及哪些关键议题?
重点分析了软件等议题。
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