Grid Dynamics Set For Revenue Surge, GenAI Partnerships, Analyst Says
Grid Dynamics Set For Revenue Surge, GenAI Partnerships, Analyst Says
Wedbush analyst Moshe Katri initiated coverage on Grid Dynamics Holdings Inc (NASDAQ:GDYN) with an Outperform rating and a price target of $13.
Wedbush分析师摩西·卡特里开始对网格动力控股公司（纳斯达克股票代码：GDYN）进行报道，评级跑赢大盘，目标股价为13美元。
The rating reflected recent, encouraging first quarter and calendar year 2024 results.
该评级反映了最近令人鼓舞的第一季度和2024年日历年度的业绩。
The company's GenAI-focused initiatives and product engineering expertise bode well for a second-half calendar year 2024 sequential uptick.
该公司以Genai为重点的举措和产品工程专业知识预示着2024年下半年连续上涨。
Katri noted that the company's outsized exposure to retail and TMT verticals, which impacted growth in calendar year 2023. He expects the company to post mid-single-digit and mid-double-digit currency revenue growth between 2024 and 2025, respectively.
卡特里指出，该公司在零售和TMT垂直领域的巨大敞口影响了2023日历年的增长。他预计，该公司将在2024年至2025年之间分别实现中等个位数和中两位数的货币收入增长。
GDYN's partnership model provides significant, long-term monetization opportunities. According to the analyst, roughly 13% of calendar year 2023's revenues will come from partnerships.
GDYN的合作模式提供了重要的长期盈利机会。根据分析师的说法，2023年日历年收入中约有13％将来自合作伙伴关系。
These partnerships include AWS, Google Cloud, Microsoft Partner (Azure), Commercetools, Contentstack, Lucidworks, Dataiku, Apollo, Bloomreach, and Databricks.
这些合作伙伴关系包括AWS、谷歌云、微软合作伙伴（Azure）、Commercetools、Contentstack、Lucidworks、Dataiku、Apollo、Bloomreach和Databricks。
From these partnerships, GDYN benefits from joint PR and marketing campaigns, market development funds, lead sharing, joint pursuits, partner sales funds, migration acceleration funds, early access to new releases, joint development of accelerators, and other marketplace listings.
通过这些合作伙伴关系，GDYN受益于联合公关和营销活动、市场开发基金、线索共享、联合追求、合作伙伴销售基金、迁移加速基金、抢先获得新版本、联合开发加速器以及其他市场清单。
Katri flagged GDYN's AI focus provides monetization opportunities, with 25% of software engineers AI trained.
卡特里指出，GDYN的人工智能重点提供了获利机会，25％的软件工程师接受了人工智能培训。
The analyst said GDYN's Generative AI offering partners with customers to employ large language models and prompt guided image generation in applications such as product design, visualization, knowledge retrieval, wealth management, and customer service.
该分析师表示，GDYN的Generative AI让合作伙伴能够在产品设计、可视化、知识检索、财富管理和客户服务等应用中使用大型语言模型和即时引导式图像生成。
As per Katri, GDYN's GigaCube growth framework will allow it to institutionalize and scale its service offerings, expand its presence, drive client growth and efficiency, and grow across new industry verticals.
根据Katri的说法，GDYN的GigaCube增长框架将使其能够制度化和扩展其服务范围，扩大其影响力，推动客户增长和效率，并在新的垂直行业中实现增长。
Katri projected second-quarter revenue and EPS of $81 million and $0.07.
卡特里预计第二季度收入和每股收益为8,100万美元和0.07美元。
Grid Dynamics Holdings stock gained 16% in the last 12 months.
在过去的12个月中，网格动力控股的股票上涨了16％。
Price Action: GDYN shares traded higher by 1.33% at $10.31 on last check Friday.
价格走势：周五最后一次支票，GDYN股价上涨1.33％，至10.31美元。
Now Read: Grid Dynamics Holdings Stock: A Deep Dive Into Analyst Perspectives (5 Ratings)
立即阅读：Grid Dynamics Holdings 股票：深入了解分析师观点（5 个评级）