赛富时(CRM)
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Why Salesforce Is a Sleeping Giant on the Verge of Waking Up
MarketBeat· 2024-09-04 20:15
Despite a strong start to the year, shares of tech titan Salesforce Inc. NYSE: CRM have been having a lackluster end to the summer. They gained 150% through the start of March before falling more than 30% in June due to some dodgy earnings. Salesforce TodayCRMSalesforce$248.06 -4.84 (-1.91%) 52-Week Range$193.68▼$318.71Dividend Yield0.65%P/E Ratio44.62Price Target$304.41Add to WatchlistSince then, they’ve been working hard to reclaim their reputation as one of the hottest software stocks to own. As of Tuesd ...
Better Cloud Stock: Salesforce vs. MongoDB
The Motley Fool· 2024-09-04 08:12
Which of these cloud-driven stocks is a better investment right now?Salesforce (CRM -1.91%) and MongoDB (MDB -2.61%) represent two different ways to invest in the growing cloud market. Salesforce is the world's largest provider of cloud-based customer relationship management (CRM) services, and it provides additional marketing, e-commerce, analytics, and enterprise collaboration services. MongoDB helps companies organize their unstructured data with its database services.Over the past five years, Salesforce ...
Can AI Reinvigorate Salesforce's Growth and Stock Price?
The Motley Fool· 2024-09-03 05:00
Salesforce has a lot of potential upside.While the companies building out data center infrastructure have greatly benefited from the artificial intelligence (AI) boom, one question on investors' minds is: When will this translate to growth for software companies?Salesforce (CRM -1.60%) is one such company grappling with this issue as it looks for AI to help reinvigorate growth.With the customer-relationship management (CRM) software company recently reporting its Q2 results, let's take a closer at how it is ...
Salesforce.com (CRM) Reliance on International Sales: What Investors Need to Know
ZACKS· 2024-09-02 22:15
Did you analyze how Salesforce.com (CRM) fared in its international operations for the quarter ending July 2024? Given the widespread global presence of this customer-management software developer, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health and growth journ ...
Salesforce: Top Value For Growth Investors
Seeking Alpha· 2024-08-31 12:50
文章核心观点 - Salesforce公司第二季度财报超预期 [4] - 公司三大核心业务板块(销售、服务、集成与分析)均实现两位数增长,其中集成与分析增长最快达14% [5] - 公司自由现金流持续增长,第二季度达7.55亿美元,同比增长20% [6] - 公司宣布了200亿美元的股票回购计划,并在第二季度回购了43亿美元的股票 [6] - 公司上调了2025财年的盈利指引 [8][9] 公司概况 - Salesforce是一家云计算软件公司,专注于CRM(客户关系管理)领域 [1][3] - 公司拥有10年投资银行从业经验的资深研究分析师,擅长行业和公司研究 [角色] - 公司在人工智能(AI)产品(自动化工作流、聊天机器人)方面有较大潜力 [3][11] 财务表现 - 第二季度营收93.3亿美元,同比增长8.4% [4][7] - 第二季度调整后每股收益2.56美元,超预期0.2美元 [4] - 自由现金流持续高增长,第二季度达7.55亿美元,同比增长20.2% [6][7] - 公司2025财年收入指引为377-380亿美元,同比增长8-9% [9] - 公司2025财年调整后每股收益指引为10.03-10.11美元,较之前指引上调2% [8][9] 估值分析 - 公司当前市盈率为23.1倍,低于历史平均水平和同行业平均水平 [10] - 如果公司市盈率回升至历史平均29.7倍,股价可能达到331美元 [10] 投资评级 - 公司自由现金流持续高增长、大规模股票回购和人工智能业务发展是投资亮点 [11] - 但企业市场需求放缓和人工智能支出下降是潜在风险 [12] - 总的来说,公司财务表现良好,估值合理,维持看好评级 [13]
赛富时:cRPO growth reaccelerates; eyes on new AI product launch
招银国际· 2024-08-31 12:23
Salesforce (CRM US) cRPO growth reaccelerates; eyes on new AI product launch Salesforce reported 2QFY25 financial results: total revenue grew by 8% YoY to US$9.33bn, in line with consensus estimate; non-GAAP operating income was up by 16% YoY to US$3.14bn, 6% ahead of consensus estimate thanks to the disciplined expense control. cRPO growth reaccelerated to +11% YoY on a constant currency basis in 2QFY25 (1QFY25: +10% YoY), primarily attributable to solid performance of multi-cloud large deals and early ren ...
Time to Buy Salesforce (CRM) Stock After Strong Q2 Results?
ZACKS· 2024-08-31 06:00
Salesforce (CRM) continued its transformation efforts to provide stronger financial figures after beating Q2 expectations on Wednesday and raising its profit guidance.This also helped to quiet fears of increasing competition from Microsoft (MSFT) and Oracle (ORCL) which have popular customer relationship managment software brands of their own.Salesforce’s Q2 Results Driven by subscription and support revenue, Salesforce posted Q2 sales of $9.32 billion which rose 8% year over year and surpassed estimates ...
Why Salesforce.com (CRM) is a Top Growth Stock for the Long-Term
ZACKS· 2024-08-30 22:46
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores.What are the Zacks Style Scores?The Zacks Style Sco ...
Why Salesforce Analysts Say They're Bullish on the Software Giant
Investopedia· 2024-08-30 03:50
Key TakeawaysAnalysts are optimistic after Salesforce beat expectations with its second-quarter results.Investors will be watching for continued margin growth and the reach of Salesforce's new Agentforce AI platform.The consensus price target for Salesforce is $307, 18% higher than Wednesday's closing price. After Salesforce (CRM) reported better-than-expected results late Wednesday, Bank of America (BofA) Securities analysts raised their price target on the stock, citing record-high margins and the potenti ...
Stock Of The Day: Salesforce Shares Reverse Off Of Resistance
Benzinga· 2024-08-30 02:17
Shares of Salesforce, Inc. CRM have reversed off of resistance at the $268.60 level. This isn't a surprise. As you can see on the chart below, this level has been important since December.Some price levels are more important than others. Salesforce clearly illustrates this. This is why it's our Stock of the Day.In the stock market, important price levels can switch back and forth between support and resistance. There is resistance around $268.60 because it was a support level in April and May. And it was su ...