Investors are on edge as the Federal Reserve prepares to make its next interest rate decision. While some scramble for cover, seasoned investors seek opportunities in companies poised to weather the storm and thrive, regardless of the Fed's move. Three stocks stand out as having the potential to deliver exceptional returns, even in the face of potential rate cuts. Representing diverse sectors yet united by their innovative approaches, solid financial foundations, and powerful long-term growth trajectories, ...

As part of Salesforce’s massive tech conference, Dreamforce, taking place this week in San Francisco, its VC arm, Salesforce Ventures just announced a new $500 million fund dedicated to AI companies. This is significant for several reasons. First, in June 2023, Salesforce Ventures doubled its AI fund from $250 to $500, so the additional $500 million brings the AI fund to $1 billion. This compares to $5 billion total deployed in its first 15 years, since its 2009 launch. Salesforce Ventures is also among the ...

These companies can all benefit from the long-term growth of AI spending.September is historically a bad month for stocks. The ninth month of the year is the only month when the historic average performance of each of the major stock indexes is a negative number.But if you have a long-term investing mindset, the September sell-off could present a great opportunity. Not only do the winter months bring historically strong returns, but any sell-off in stocks gives investors a chance to buy a stake in great com ...

Goldman Sachs analyst Kash Rangan maintained a Buy rating on Salesforce, Inc CRM with a price target of $325.Rangan hosted Salesforce’s CEO and Co-founder Marc Benioff as part of their Communacopia & Technology Conference 2024.Their discussion focused on autonomous artificial intelligence agent Agentforce as a value-driving force, Salesforce’s annual event Dreamforce, and Agentforce alongside AI assistant Einstein.Also Read: Salesforce Expands Data Security Portfolio with $1.9B Own Company AcquisitionManage ...

Media Companies Will Access an Intelligent Sales Management Solution to Run Unified Cross-Screen Advertising Campaigns NEW YORK, Sept. 12, 2024 (GLOBE NEWSWIRE) -- Operative, a leading provider of advertising management solutions, today announced a new collaboration with Salesforce, the #1 AI CRM, to deliver a deeply integrated offering for Salesforce Media Cloud customers and their advertising sales businesses. This partnership brings together the strengths of Operative's order management system AOS, Sales ...

Entreprises can now benefit from seamless access to diverse data across every Salesforce application and workflowSAN FRANCISCO and MONTREAL, Sept. 11, 2024 /PRNewswire/ - Coveo (TSX: CVO), the leading enterprise AI platform that brings AI search and generative AI to every point–of-experience, today announced a new integration with Salesforce Data Cloud to provide enterprises with enhanced access to all relevant data across the Salesforce ecosystem. This new integration enhances experiences for Salesforce's ...

Salesforce, Inc. (CRM) recently made headlines by announcing its acquisition of Own Company for $1.9 billion. This strategic move further underscores Salesforce’s commitment to expanding its capabilities in data protection and management, critical components as businesses increasingly rely on artificial intelligence (AI) and digital transformation.This acquisition is part of Salesforce's broader inorganic growth strategy, which has seen the company expand its portfolio through multiple high-profile deals. H ...

REDWOOD CITY, Calif., Sept. 10, 2024 (GLOBE NEWSWIRE) -- Alation Inc., the data intelligence company, today announced a partnership with Salesforce (NYSE: CRM) to deliver trusted, governed data across the enterprise. Alation provides a bidirectional integration that seamlessly delivers data governance and end-to-end lineage within Salesforce Data Cloud, enabling organizations to harness the power of metadata for faster, more confident decision-making while maximizing the impact of their AI initiatives. Sale ...

报告公司投资评级 - 报告给予Salesforce（CRM）公司"增持"评级 [1] 报告的核心观点 业绩简评 - 公司二季度实现收入93.3亿美元,同比增长8.4%,超预期1.0%；订阅业务收入87.6亿美元,同比增长9.5%,超预期0.8% [2] - non-GAAP营业利润率为33.7%,同比增长2.1个百分点,创历史新高 [2] - 第二季度运营现金流为8.9亿美元,同比增长10%；自由现金流为7.6亿美元,同比增长20% [2] - 公司二季度RPO稳定增长至535亿美元,同比增长14.8%,超预期1.5%；其中cRPO部分达265亿美元,同比增长10%,超预期0.7% [2] 新产品推动收入增长 - 公司推出新产品Agent Force,通过内容集成和用户粘性等优势覆盖大部分现有客户,推动业务增量 [2] - 新产品上线预计会降低公司相关人员需求 [2] - 二季度数据云付费用户客户数同比增长130%,消费100+万美元客户数实现翻倍增长 [2] 财务指引 - 公司预计25财年3季度收入为93.1-93.6亿美元,同比增长7% [2] - 公司维持25财年全年收入377-380亿美元,同比增长8%-9%,订阅业务收入略低于10%的增长预期 [2] - 公司上调25财年现金流增长率为23%-25% [2] 财务数据总结 主要财务指标 [3] - 25/26/27财年non-GAAP归母净利润分别为104.2/117.7/129.3亿美元,同比增长28.9%/13.0%/9.8% - 对应PE为22.6/20.0/18.2 现金流量表 [5] - 25/26/27财年经营现金流分别为10.7/7.8/8.3亿美元 - 25/26/27财年资本支出分别为-0.7/-0.8/-0.9亿美元 - 25/26/27财年融资现金流合计分别为-9.9/-3.6/-3.2亿美元 其他财务指标 [4][5] - 25/26/27财年毛利率分别为76.8%/77.0%/77.0% - 25/26/27财年营业利润率分别为34.1%/36.4%/38.1% - 25/26/27财年ROIC分别为140.5%/87.2%/65.6% - 25/26/27财年ROE分别为17.2%/17.6%/17.4% - 25/26/27财年EV/EBITDA分别为14.5/13.1/11.9

文章核心观点 - Salesforce是一家领先的软件即服务(SaaS)公司,在客户关系管理(CRM)软件市场占据领先地位,并有机会利用人工智能技术进一步扩大规模[3] - 公司最近一个季度的销售和利润增长强劲,有助于股价的复苏[1][2] - 公司股票目前估值较低,仅为未来12个月预期利润的22倍,且公司正在进行股票回购,为投资者提供支持[11] 公司财务表现 - 公司第二季度总收入为93.25亿美元,同比增长8%,其中订阅销售收入增长9%至87.64亿美元[3] - 公司毛利润为71.66亿美元,同比增长10%,毛利率为77%,较上年同期的75%有所提升[3] - 公司营业利润为17.83亿美元,同比增长21%,营业利润率为19%,较上年同期的17%有所提升[6] - 公司预计全年调整后每股收益将为10.03-10.11美元,较之前预期的9.86-9.94美元有所上调[8] 公司发展战略 - 公司最近宣布收购人工智能语音代理公司Tenyx,以利用人工智能技术提升产品和服务[7] - 公司还与Workday建立战略合作关系,共同开发面向员工的个性化AI助手[7] - 公司在2月宣布增加100亿美元的股票回购计划,有利于支撑股价[11] 行业竞争格局 - 随着人工智能的广泛应用和普及,较小的CRM公司有机会在平等的竞争环境下与大公司竞争[12] - 如果客户减少对公司CRM和AI产品的支出,公司可能会面临销售放缓和利润下降的风险[12] 总结 - 综合来看,Salesforce是一家增长迅速、盈利能力强的SaaS公司,目前估值较低,且正在通过收购和股票回购等方式增强自身实力,风险收益比较有吸引力[13]