公司股价表现 - 公司在高度波动的市场环境中展现强劲势头过去六个月股价攀升16.1%超过行业9.6%的涨幅和标准普尔500指数14.8%的涨幅重新引发投资者兴趣[1] 公司市场领导地位 - 公司在客户关系管理领域占据主导地位凭借全面的产品套件和强大的合作伙伴生态系统与微软甲骨文和思爱普等巨头竞争并被高德纳评为市场领导者[3] 公司战略收购 - 2021年以277亿美元收购Slack将通信和协作工具无缝集成到其CRM平台解锁新的交叉销售机会2023年收购Spiff和Arikit.ai 2024年9月以19亿美元收购Own Company以扩展数据保护和管理能力[4][5] 公司生成式人工智能举措 - 2023年3月推出Einstein GPT正式进入生成式人工智能领域6月推出AI Cloud服务增强产品组合保持在人工智能革命前沿[6] 公司强大的合作伙伴关系 - 与IBM亚马逊和谷歌云等科技巨头建立战略联盟如与IBM的watsonx AI和数据平台整合与亚马逊AWS合作增强云能力与谷歌云合作合并数据分析和人工智能工具推动运营效率和商业洞察力[7][8] 公司估值和技术指标 - 公司12个月远期市盈率为29.55低于行业平均的32.84股价相对折价从技术角度看股价高于50日和200日移动平均线短期有进一步上涨潜力[10][11] 结论 - 公司的战略收购人工智能能力扩展和有价值的合作伙伴关系使其处于持续增长的有利地位加上财务状况良好估值有吸引力技术指标积极值得购买[12][13]

ChatGPT developer OpenAI had initially planned on building a global network of foundries to produce AI chips but has instead opted to work with several companies in the computer and technology sector. Like Amazon.com Inc. NASDAQ: AMZN and Alphabet Inc. NASDAQ: GOOGL Google, OpenAI also aspires to produce its own AI chips in an effort to reduce its reliance on NVIDIA Co. NASDAQ: NVDA. NVIDIA’s Blackwell chips are already sold out for the next 12 months, which is lightyears too long of a wait during the AI re ...

SUN VALLEY, IDAHO - JULY 12: Marc Benioff, Chief Executive Officer of Salesforce, walks with other ... [+] attendees as they leave a morning session at the Allen & Company Sun Valley Conference on July 12, 2023 in Sun Valley, Idaho. Every July, some of the world's most wealthy and powerful figures from the media, finance, technology and political spheres converge at the Sun Valley Resort for the exclusive weeklong conference. (Photo by Kevin Dietsch/Getty Images)Getty ImagesSalesforce stock has not been ver ...

Salesforce Inc. CRM is cruising ahead, with its stock flashing a powerful Golden Cross signal, propelling the tech giant into fresh bullish territory.The crossover of its 50-day moving average rising above the 200-day average is typically seen as a green light for investors. And with shares recently trading at $310.78, up 46.96% in the past year, it's clear that Salesforce is in the fast lane. Chart created using Benzinga ProRead Also: Marc Benioff Warns Microsoft’s Copilot ‘Spills Corporate Data,’ Emphasiz ...

文章核心观点 - 公司从IT背景转向投资银行,积累了10年从业经验,成为资深研究分析师,专注于行业和公司研究 [1] - 擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] - 曾就Salesforce公司发表"强烈买入"评级,该股价格随后上涨24% [1] - 对科技股有独特见解,同时也涉猎其他行业,为投资者提供全面的分析和建议 [1] 公司概况 - Salesforce是一家IT公司,主营业务为提供客户关系管理(CRM)软件服务 [1] - 分析师曾就Salesforce公司发表"强烈买入"评级,该股价格随后上涨24% [1] 分析师背景 - 分析师拥有10年投资银行从业经验,专注于行业和公司研究 [1] - 擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] - 从IT背景转向投资银行,积累了丰富的实战经验,对风险收益有深入理解 [1] - 对科技股有独特见解,同时也涉猎其他行业,为投资者提供全面的分析和建议 [1]

AI代理相关概念 - AI代理（也被称为Agenic AI）是更复杂的软件程序，利用AI通过数据分析和机器学习自主做出复杂决策以实现特定目标，能学习并适应变化的环境，是计算机和技术领域的范式转变以及AI应用的下一次演进[2] - RPA机器人是自动化可重复任务的软件“机器人”，用于处理较不复杂的重复性任务，遵循预定义的规则、指令和工作流程，是确定性的，数据必须准确结构化和格式化[3][4] - AI代理能分析和提取不同来源的非结构化数据，具有概率性和灵活性，可独立决策并设计工作流程以实现目标并适应变化条件[5] 相关公司情况 - UiPath是RPA技术的全球领导者，处于从RPA机器人向更复杂AI代理过渡的前沿，已创造出结合RPA和Agenic AI的术语agenic process automation (APA)来处理复杂决策和解决问题任务，正在开发构建和部署AI代理的平台，当前股价为$12.32，较前一交易日下跌$0.25（ -1.99%）[6] - ServiceNow是领先的企业平台即服务（PaaS）提供商，已经在其平台上提供ServiceNow AI Agents，平台能让客户构建自己的AI代理以自主完成任务并与员工协作提高生产力，当前股价为$954.59，较前一交易日上涨$11.18（+1.19%）[8] - Salesforce是客户关系管理（CRM）领导者，已经推出名为Agentforce Agents的自主应用，可提供全天候支持，能被定制执行特定任务，当前股价为$298.01，较前一交易日上涨$3.29（+1.12%）[9] AI代理发展现状 - AI代理仍处于起步阶段，目前被用于常规和非关键任务在后台工作，但会随时间发展以处理更复杂问题[10]

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Salesforce.com (CRM) . This company, which is in the Zacks Computer - Software industry, shows potential for another earnings beat.When looking at the last two reports, this customer-management software developer has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 5.73%, on averag ...

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!I initiated coverage of Salesforce, Inc. (NYSE: CRM ) in August 2024 with a 'Buy' recommendation on the stock before it reports for its fiscal Q2 FY2025. At the time, I assumed that despite someDaniel Sereda is chief investment analyst at a family office whose inves ...

On Friday, Goldman Sachs (GS) released a research note suggesting that the S&P 500 is likely to deliver an annualized return of just 3% over the next 10 years. The report pointed to the market concentration issue, with more than a third of the index being invested in just 10 stocks, a pattern that has historically led to below-average returns (read: Is S&P 500 Expected to Underperform? ETFs in Focus).High Market Concentration RisksBen Snider, an equity strategist at Goldman Sachs, emphasized that while the ...

Broadridge customers can now benefit from expanded metrics and analytics to increase sales conversion rates and grow revenueNEW YORK, Oct. 24, 2024 /PRNewswire/ -- Broadridge Financial Solutions Inc. (NYSE: BR) today announced it has launched Distribution Insights for Asset Managers on Salesforce AppExchange, a leading enterprise marketplace for partner apps and experts, empowering customers to capture data from wherever it lives, strengthening analytics and insights with richer knowledge, context and reaso ...