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Raymond James
11 atoms · 跨 4 天 · 首见 2026-05-08 · 最近 2026-06-23
三色: 🟦 fact 0 · 🟥 take 11 · stance ▲10/▼1/◆0
来源: X 11
时态: fresh:7 · aging:3 · stale:1
标签: 好信源:5 · 好观点:5 · 好数字:3 · 好思考:3
叙事 (narrative) (8)
- 2026-06-23 · 对ServiceNow价格上调的初步数据
"We are beginning to see early data points via customer/industry checks around ServiceNow flexing its muscles on price increases..." — Adam Tindle
tags: 好信源·好观点 · → daily
- 2026-06-23 · 价格上调可能引发客户流失的空头观点
"This may also create a new bear case around potential for customer churn, though we note very few viable alternatives and the core platform is deeply embedded." — Adam Tindle
tags: 好思考·好观点 · → daily
- 2026-05-08
[老化中] · FSLY 目标价
Raymond James initiates PT at $23
tags: 好数字·好信源 · → daily
value: qty=$23 · date=NA
- 2026-06-23 · 增量定价收入轻客户获取成本
Raymond James says incremental pricing revenue carries minimal customer acquisition costs.
tags: 好思考 · → daily
- 2026-06-23 · 价格上调对增长和客户获取成本的影响
"...we don't think it is broadly understood...could drive high-contribution margin growth as there is essentially no CAC with these incremental dollars." — Adam Tindle
tags: 好思考 · → daily
- 2026-06-23 · ServiceNow 价格涨幅可能超过指引
Raymond James says ServiceNow pricing increases may exceed management guidance.
tags: 好观点 · → daily
- 2026-06-23 · 价格上调可能改善营收和订单
Higher-than-expected pricing could accelerate revenue growth and bookings.
tags: 好观点 · → daily
- 2026-05-08
[老化中] · FSLY 评级
Raymond James upgrades to Outperform
tags: 好信源 · → daily
value: qty=NA · date=NA
预测 (forecast) (1)
- 2026-05-21 · NVDA price target after Q1 earnings
Raymond James $323 —> $330
tags: 好数字·好信源 · → daily
value: qty=$330
立场 (position) (2)
- 2026-06-23
[老化中] · ServiceNow评级和目标价
Raymond James maintains a Market Outperform rating and US$1,300 price target.
tags: 好信源·好观点 · → daily
value: qty=$1,300 · date=current
展开 1 条老旧 / 已过期
- 2026-06-03
[老旧] · price target on Veeva Systems
Raymond James lowers its price target on Veeva Systems to $225, down from $275.
tags: 好数字 · → daily
value: qty=$225 · direction=down · previous=$275
时间轴 (近 20)
- 2026-06-23 ·
narrative · ServiceNow 价格涨幅可能超过指引 · → daily
- 2026-06-23 ·
narrative · 增量定价收入轻客户获取成本 · → daily
- 2026-06-23 ·
position · ServiceNow评级和目标价 · → daily
- 2026-06-23 ·
narrative · 价格上调可能改善营收和订单 · → daily
- 2026-06-23 ·
narrative · 对ServiceNow价格上调的初步数据 · → daily
- 2026-06-23 ·
narrative · 价格上调对增长和客户获取成本的影响 · → daily
- 2026-06-23 ·
narrative · 价格上调可能引发客户流失的空头观点 · → daily
- 2026-06-03 ·
position · price target on Veeva Systems · → daily
- 2026-05-21 ·
forecast · NVDA price target after Q1 earnings · → daily
- 2026-05-08 ·
narrative · FSLY 目标价 · → daily
- 2026-05-08 ·
narrative · FSLY 评级 · → daily
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