| Salesforce Q4: Growing Data Cloud And AI, Upgrade To 'Buy' |
I am upgrading Salesforce, Inc. to a “Buy” rating with a fair value of $320 per share due to its promising Data Cloud & AI growth. Salesforce reported 9% revenue growth and 13% adjusted operating profit growth, with a focus on margin improvement and cost management. Data Cloud & AI achieved $900 million in annual recurring revenue, representing 2.5% of total revenue, with significant future growth potential. |
seekingalpha.com |
2025-02-27 18:38:12 |
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| Salesforce shares slip on revenue miss, conservative guidance |
Salesforce Inc (NYSE:CRM, ETR:FOO) shares moved lower after the customer relationship management (CRM) software provider reported a revenue miss for the fourth quarter and issued conservative guidance. For Q4, revenue of $9.99 billion marked an 8% year-over-year increase by missed estimates of $10.04 due to a $75 million FX headwind. |
proactiveinvestors.com |
2025-02-27 17:55:00 |
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| Salesforce Taking Things Slow with Agentforce |
Salesforce customers have to adapt their corporate culture as they add the company's AI product Agentforce to their workforce. Alex Zukin from Wolfe Research says the adoption of Agentforce is slow but a positive sign. |
youtube.com |
2025-02-27 17:08:42 |
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| Salesforce vs Snowflake stock: one of them has all ‘you want out of a company' |
Famed investor Jim Cramer continues to see significant further upside in Snowflake Inc (NYSE: SNOW) as it has “all we really want out of a company.” Snowflake stock is up 10% on Thursday after the cloud company reported better-than-expected financial results for its fourth quarter. |
invezz.com |
2025-02-27 16:41:42 |
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| Why Salesforce Stock Is Slipping Today |
Salesforce (CRM -2.00%) stock is losing a bit of ground today following the company's recent fourth-quarter report. The software specialist's share price was down 1% as of 1:15 p.m. |
fool.com |
2025-02-27 16:35:17 |
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| Salesforce's Shares Drop On Missed FY Guidance, Analyst Recommends Focus On Bookings |
Salesforce Inc CRM shares tanked in early trading on Thursday, after the company reported its fourth-quarter results. |
benzinga.com |
2025-02-27 15:49:50 |
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| Salesforce CEO Benioff discusses Q4 earnings call, guidance miss, and digital labor revolution |
Salesforce (CRM) shares came under pressure in after-hours trading as first quarter revenue guidance missed analyst expectations. The company reported mixed results for the fourth quarter. |
youtube.com |
2025-02-27 14:11:20 |
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| Salesforce CEO Marc Benioff takes aim at Microsoft's Copilot |
CNBC's Seema Mody reports on news regarding Salesforce and Snowflake's quarterly earnings results. |
youtube.com |
2025-02-27 13:55:58 |
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| What's behind the 5% drop in Salesforce (CRM) stock? |
Salesforce (NYSE: CRM) saw its stock decline by nearly 5% in pre-market trading on February 27 after the cloud software giant reported weaker-than-expected quarterly revenue and issued a subdued forecast for fiscal 2026. |
finbold.com |
2025-02-27 13:41:55 |
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| Salesforce Q4 Earnings Beat: Will Dim Outlook Drag Down the Stock? |
CRM's Q4 results reflect the benefits of strong demand for its solution amid macroeconomic uncertainties and cost-restructuring initiatives. |
zacks.com |
2025-02-27 13:40:46 |
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| Salesforce's growth hits a bad milestone. Can its AI agents provide a boost? |
The cloud software pioneer delivered an annual revenue growth rate in the single digits for the first time. |
marketwatch.com |
2025-02-27 13:10:00 |
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| CRM & VST Weakness as NVDA Tumbles After Opening Bell |
Stocks tied to the A.I. industry struggled at the start of the trading day while Nvidia (NVDA) saw selling action after the open. |
youtube.com |
2025-02-27 12:30:10 |
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| Salesforce Stock Slips as Guidance Disappoints |
Software giant Salesforce Inc (NYSE:CRM) is down 2.9% at $298.34 at last check, following mixed fourth-quarter results and a disappointing fiscal 2026 revenue forecast. |
schaeffersresearch.com |
2025-02-27 12:29:36 |
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| Flosum Leads The Way In AI-driven DevOps For Salesforce, Setting New Standards In Productivity, Quality, And Security |
SAN RAMON, Calif., Feb. 27, 2025 (GLOBE NEWSWIRE) -- Flosum continues to lead the way in Salesforce DevOps with the integration of a fully native, secure, and extensible AI platform powered by Salesforce's Agentforce. |
globenewswire.com |
2025-02-27 12:17:00 |
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| SNOW Goes Higher, CRM Choppy After Earnings |
Outside of Nvidia (NVDA) earnings, Snowflake (SNOW) shares soared after a strong report. Kevin Green points to "optimism" in the company's A.I. |
youtube.com |
2025-02-27 10:43:02 |
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| Salesforce falls after weak annual forecast puts spotlight on AI monetization |
Shares of Salesforce fell over 3% before the bell on Thursday after a downbeat annual revenue and profit forecast raised questions about when the enterprise cloud firm would start to show meaningful returns on its hefty artificial intelligence bets. |
reuters.com |
2025-02-27 10:23:19 |
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| Salesforce CEO Marc Benioff goes one-on-one with Jim Cramer |
Salesforce CEO Marc Benioff joins 'Mad Money' host Jim Cramer to talk Salesforce's quarterly report, guidance, Agentforce rollout, and more. |
youtube.com |
2025-02-26 22:32:07 |
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| Salesforce, Inc. (CRM) Q4 2025 Earnings Call Transcript |
Salesforce, Inc. (NYSE:CRM ) Q4 2025 Earnings Conference Call February 26, 2025 5:00 PM ET Company Participants Michael Spencer - Executive Vice President of Finance and Strategy and Investor Relations Marc Benioff - Chair, Chief Executive Officer and Co-Founder Brian Millham - President and Chief Operating Officer Amy Weaver - President and Chief Financial Officer Robin Washington - President and Chief Operating and Financial Officer Conference Call Participants Keith Weiss - Morgan Stanley Kirk Materne - Evercore ISI Raimo Lenschow - Barclays Brent Thill - Jefferies Mark Murphy - JPMorgan Kash Rangan - Goldman Sachs Operator Good day, everyone. Welcome to Salesforce's Fourth Quarter and Full Year Fiscal 2025 Results Conference Call. |
seekingalpha.com |
2025-02-26 22:29:46 |
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| Salesforce.com (CRM) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates |
Although the revenue and EPS for Salesforce.com (CRM) give a sense of how its business performed in the quarter ended January 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. |
zacks.com |
2025-02-26 20:30:33 |
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| Salesforce.com (CRM) Q4 Earnings Top Estimates |
Salesforce.com (CRM) came out with quarterly earnings of $2.78 per share, beating the Zacks Consensus Estimate of $2.60 per share. This compares to earnings of $2.29 per share a year ago. |
zacks.com |
2025-02-26 20:20:36 |
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| GPUs Are So 2024 -- This Is 2025's Hottest Trend for the $15.7 Trillion Artificial Intelligence (AI) Revolution |
When the closing bell rang on Dec. 31, professional and everyday investors had reason to cheer. The Dow Jones Industrial Average, S&P 500, and Nasdaq Composite respectively ended the year higher by 13%, 23%, and 29%, with all three indexes reaching multiple record-closing highs throughout 2024. |
fool.com |
2025-01-05 06:21:00 |
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| My Top 5 Tech Plays For 2025 |
Speculative fervor in tech stocks is high, as bullish sentiments continued to rise. It's time to be more cautious. I highlight which are my preferred tech plays in 2025. Now isn't the time to go on highly speculative opportunities. AI infrastructure investments are expected to continue going up. Gaining an exposure into the value chain will remain relevant and necessary. |
seekingalpha.com |
2025-01-04 10:30:00 |
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| Should You Forget Palantir and Buy These 2 Tech Stocks Instead? |
Palantir Technologies (PLTR -0.58%) was the best-performing stock in the S&P 500 last year. The company began to see a lot of momentum with its artificial intelligence (AI) platform, as its focus on the workflow and application layers of AI led many companies to test its solution. |
fool.com |
2025-01-03 08:00:00 |
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| Salesforce.com (CRM) Falls More Steeply Than Broader Market: What Investors Need to Know |
The latest trading day saw Salesforce.com (CRM) settling at $330.66, representing a -1.1% change from its previous close. |
zacks.com |
2025-01-02 21:17:25 |
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| January Dow Dogs: 1 'Safer' Buy, And 5 With Promise |
Verizon Communications is the only Dow Dog meeting the ideal of annual dividends from $1K invested, exceeding the single share price. Analysts forecast 11.36% to 31.73% net gains from the top ten Dow Dogs by January 2026, with Merck leading at $313.37. A market correction of 82% could make all top ‘safer' Dow dividend dogs fair-priced, with dividends from $1K invested meeting or exceeding share prices. |
seekingalpha.com |
2025-01-02 14:21:43 |
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| Meet the Company Leading the "Third Wave" of Artificial Intelligence (AI). Its Stock Is Up 39% in 4 Months, and It Could Soar Even Higher in 2025. |
Artificial intelligence (AI) developments have accelerated in the last few years. |
fool.com |
2025-01-01 10:40:00 |
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| Investors Heavily Search Salesforce Inc. (CRM): Here is What You Need to Know |
Recently, Zacks.com users have been paying close attention to Salesforce.com (CRM). This makes it worthwhile to examine what the stock has in store. |
zacks.com |
2024-12-31 12:16:27 |
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| Palantir vs. Salesforce: Which Is the Better AI Software Stock to Own in 2025? |
The early winners from artificial intelligence (AI) are largely companies involved in AI infrastructure, but software companies have also begun to benefit. Two of the top AI software companies heading into 2025 are Palantir Technologies (PLTR -2.40%) and Salesforce (CRM -0.80%). |
fool.com |
2024-12-31 08:45:00 |
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| From Ford to Suntory to Salesforce: Big hitters on Opening Bid |
From Investing 101 to the future of AI and even the billionaire mindset, Opening Bid has brought you key coverage from all angles of the investing world. In this episode, you'll hear from several top names, including Howard Buffett, CEO and Chairman of the Howard G. |
youtube.com |
2024-12-30 11:19:08 |
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| Monday.com Stock May Rise As CRM Drives 25,000 New Accounts |
There could be an opportunity for investors to profit from buying stock in Monday.com, a provider of project management and other software. |
forbes.com |
2024-12-29 15:04:13 |
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| Top Wall Street analysts suggest these stocks with attractive upside potential |
TipRanks' analyst ranking service highlights three stocks favored by the Street's top pros, including Salesforce and Booking Holdings. |
cnbc.com |
2024-12-29 10:59:39 |
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| Palantir may be the next Salesforce or Oracle: Dan Ives |
Palantir (PLTR) shares are up more than 350% in 2024 and the stock's run may not be over yet, according to one analyst. Wedbush Securities global head of technology research Dan Ives says the company is "transforming the AI revolution. |
youtube.com |
2024-12-28 19:00:32 |
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| 3 No-Brainer Technology Stocks to Buy Right Now |
Technology stocks have helped power the current bull market, which is now a little over two years old. With the average bull market lasting approximately five and a half years, this group should have some solid room to keep running. |
fool.com |
2024-12-28 07:30:00 |
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| Salesforce needs to work out AI agent pricing: |
In a recent interview with Yahoo Finance, Salesforce CEO Marc Benioff touted the company's AI agents. But investors may not want to get too excited about them just yet. |
youtube.com |
2024-12-27 16:24:51 |
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| Salesforce: Buy The Dip |
Salesforce: Buy The Dip |
seekingalpha.com |
2024-12-24 02:00:35 |
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| Dan Ives explains why Palantir 'could be the next Oracle, the next Salesforce' |
Wall Street remains very hopeful the main sector plays stay hot well beyond 2025 as AI further penetrates our daily lives. Yahoo Finance Executive Editor Brian Sozzi sits down with one of Wall Street's most followed tech analysts, Wedbush's Dan Ives. |
youtube.com |
2024-12-23 19:00:07 |
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| Salesforce: My Top Long Idea For 2025 |
Despite mixed Q3 results, CRM's stock surged due to the launch of Agentforce, which signed 200 deals in its first week. Agentforce 2.0, with advanced features and integrations, positions CRM to capitalize on the booming Enterprise AI market, projected to grow significantly. Valuation suggests a 22.5% upside, with a price target of $421, driven by Agentforce's traction and CRM's strategic acquisitions enhancing data quality and security. |
seekingalpha.com |
2024-12-22 06:43:08 |
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| If I Had To Invest $100,000 In A Dividend Growth Portfolio Right Now, Here's What I Would Buy |
The methodology uses earnings yield, dividend yield, and 5-year dividend CAGR to score and rank 55 stocks across all 11 sectors. Stocks with no dividends are excluded, ensuring a focus on dividend growth, momentum, and value. The top stocks by sector are evaluated and then backtested in an equal weight format. |
seekingalpha.com |
2024-12-21 11:30:00 |
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| Software Is the Next Big AI Opportunity: 1 Brilliant AI Stock to Buy Ahead of 2025, According to Wall Street |
Investors should think of artificial intelligence (AI) in three phases. The first phase involves high-performance semiconductors and networking gear required to build supercomputing infrastructure. |
fool.com |
2024-12-21 05:45:00 |
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| ClearBridge's Frisch: Salesforce Leading in Agentic AI |
ClearBridge Senior Research Analyst Hilary Frisch joins Caroline Hyde to discuss tech market trends, how companies like Palantir are benefitting from generative AI, and her outlook for agentic AI in 2025 with Salesforce leading the way. She speaks on "Bloomberg Technology. |
youtube.com |
2024-12-20 17:07:50 |
Czytaj oryginał (ang.) |