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分析師摩西·卡特里開始對網格動力控股公司（納斯達克股票代碼：GDYN）進行報道，評級跑贏大盤，目標股價爲13美元。
The rating reflected recent, encouraging first quarter and calendar year 2024 results.
該評級反映了最近令人鼓舞的第一季度和2024年日曆年度的業績。
The company's GenAI-focused initiatives and product engineering expertise bode well for a second-half calendar year 2024 sequential uptick.
該公司以Genai爲重點的舉措和產品工程專業知識預示着2024年下半年連續上漲。
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，該公司在零售和TMT垂直領域的巨大敞口影響了2023日曆年的增長。他預計，該公司將在2024年至2025年之間分別實現中等個位數和中兩位數的貨幣收入增長。
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長期盈利機會。根據分析師的說法，2023年日曆年收入中約有13％將來自合作伙伴關係。
These partnerships include AWS, Google Cloud, Microsoft Partner (Azure), Commercetools, Contentstack, Lucidworks, Dataiku, Apollo, Bloomreach, and Databricks.
這些合作伙伴關係包括AWS、谷歌雲、微軟合作伙伴（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.
通過這些合作伙伴關係，GDYN受益於聯合公關和營銷活動、市場開發基金、線索共享、聯合追求、合作伙伴銷售基金、遷移加速基金、搶先獲得新版本、聯合開發加速器以及其他市場清單。
Katri flagged GDYN's AI focus provides monetization opportunities, with 25% of software engineers AI trained.
卡特里指出，GDYN的人工智能重點提供了獲利機會，25％的軟件工程師接受了人工智能培訓。
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.
該分析師表示，GDYN的Generative AI讓合作伙伴能夠在產品設計、可視化、知識檢索、财富管理和客戶服務等應用中使用大型語言模型和即時引導式圖像生成。
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.
根據Katri的說法，GDYN的GigaCube增長框架將使其能夠制度化和擴展其服務範圍，擴大其影響力，推動客戶增長和效率，並在新的垂直行業中實現增長。
Katri projected second-quarter revenue and EPS of $81 million and $0.07.
卡特里預計第二季度收入和每股收益爲8,100萬美元和0.07美元。
Grid Dynamics Holdings stock gained 16% in the last 12 months.
在過去的12個月中，網格動力控股的股票上漲了16％。
Price Action: GDYN shares traded higher by 1.33% at $10.31 on last check Friday.
價格走勢：週五最後一次支票，GDYN股價上漲1.33％，至10.31美元。
Now Read: Grid Dynamics Holdings Stock: A Deep Dive Into Analyst Perspectives (5 Ratings)
立即閱讀：Grid Dynamics Holdings 股票：深入了解分析師觀點（5 個評級）