2025 年全年，悲观情绪持续打压 Salesforce 股价，使其年内跌幅达 30%。这一表现使其成为道琼斯工业 平均指数中跌幅第二大的成分股，同时跻身标准普尔 500 指数跌幅前 25 名。与此同时，被视为 "人工 智能赢家" 的软件公司（如微软、甲骨文、帕兰提尔科技）股价却表现强劲。 此次抛售使 Salesforce 的市值跌至 2004 年上市以来的最低水平。目前该股的未来 12 个月预期市盈率不 足 19 倍，远低于其 10 年平均市盈率 47 倍，甚至低于标准普尔 500 指数约 22 倍的平均水平。 "若其业绩预测属实，当前估值则存在不合理之处，对长期投资者而言可能是一个具有吸引力的机会。" 弗里施指出，"尽管我认为未来 12 至 18 个月公司将实现业绩稳定与增长改善，但鉴于市场对人工智能 颠覆性影响的担忧仍十分强烈，我不确定这份财报能否成为改变市场叙事的催化剂。" 尽管 Salesforce 的业绩预测缓解了 "增长即将放缓" 的担忧，但并未解决华尔街最核心的顾虑：OpenAI 等原生人工智能公司的产品可能会削弱市场对 Salesforce 服务的需求及其定价能力。 Salesforce 并 ...

The headquaters of Salesforce Inc. in San Francisco. Salesforce Inc. shares have never been cheaper, but investors still aren’t buying amid rising fears about artificial intelligence eroding the company’s growth prospects. The maker of customer relationship management software reports earnings after the bell, and has recently pointed to better times ahead, forecasting double-digit revenue growth in the coming years. However, Wall Street isn’t optimistic that the results will do much to alter the cautious ...

Salesforce, Inc. (NYSE:CRM) will release earnings results for the third quarter after the closing bell on Wednesday, Dec. 3.Analysts expect the San Francisco, California-based company to report quarterly earnings at $2.86 per share, up from $2.41 per share in the year-ago period. The consensus estimate for Salesforce quarterly revenue is $10.27 billion, compared to $9.44 billion a year earlier, according to data from Benzinga Pro.The company has beaten analyst revenue estimates in two straight quarters and ...

U.S. stock futures rose on Wednesday after modest advances on Tuesday. Futures of major benchmark indices were higher.Meanwhile, President Donald Trump launched “Trump Accounts,” providing every eligible newborn in the U.S. with a $1,000 government-funded savings account to jumpstart their financial future.The 10-year Treasury bond yielded 4.08% and the two-year bond was at 3.49%. The CME Group's FedWatch tool‘s projections show markets pricing an 87% likelihood of the Federal Reserve cutting the current in ...

U.S. stock futures rose on Wednesday after modest advances on Tuesday. Futures of major benchmark indices were higher.Meanwhile, President Donald Trump launched “Trump Accounts,” providing every eligible newborn in the U.S. with a $1,000 government-funded savings account to jumpstart their financial future.The 10-year Treasury bond yielded 4.08% and the two-year bond was at 3.49%. The CME Group's FedWatch tool‘s projections show markets pricing an 87% likelihood of the Federal Reserve cutting the current in ...

J Sainsbury shares fell sharply on Wednesday after its biggest shareholder, Qatar's sovereign wealth fund, moved to reduce its long-standing holding in the UK supermarket. The stock was the worst perf... ...

Salesforce, Inc. (NYSE:CRM) is one of the Buzzing AI Stocks on Wall Street. On December 1, Oppenheimer maintained an “Outperform” rating on the stock but reduced its price target to $300.00 from $315.00 due to lower group multiples. The firm is staying optimistic on the stock ahead of F3Q results despite muted near-term catalysts. Oppenheimer’s optimism stems from Salesforce’s long-term AI positioning, supported by “pricing benefits, strong Agentforce and Data Cloud momentum.” The firm’s 4Q customer and I ...

The company has become more profitable in recent years, even as the pace of sales has slowed. ...

公司在第二季度财报电话会议中预测，第三季度营收将在102.4亿至102.9亿美元之间。此后，赛富时在 人工智能(AI)与并购领域动作频频：先后与谷歌(GOOGL.US)、OpenAI及Anthropic建立合作，并收购了 Informatica、Spindle AI和Regrello;同时对其AI平台Agentforce进行更新，并上调了增长目标。然而，其 给出的业绩指引喜忧参半，令部分分析师持谨慎态度。 来源：智通财经网 赛富时(CRM.US)将于美东时间12月3日美股盘后(北京时间12月4日早间)公布第三季度财报。 华尔街分析师预计，这家云服务巨头第三季度每股收益将达2.86美元，同比增长18.7%;营收预计为102.7 亿美元，同比增长8.8%。上一季度，赛富时的营收与利润双双超出市场预期。 他指出，市场围绕该公司AgentForce产品的热议和炒作是"有道理的"。这位市场专家表示，赛富时目前 正因其AI货币化能力而受到评判。 "AI叙事备受瞩目且处于显微镜下。如果他们报告的增长放缓或指引疲软，投资者可能会重新评估其未 来轨迹。" 从历史业绩表现来看，过去两年间，赛富时有88%的季度每股收益超出市场预期 ...

美股盘前交易动态 - 美股期货在周三早间交易走高 [1] Dollar Tree Inc (DLTR) 业绩预期 - 华尔街预计公司季度每股收益为1.08美元，营收为47亿美元 [2] - 公司股价在盘后交易中上涨0.5%至109.49美元 [2] CrowdStrike Holdings Inc (CRWD) 第三季度业绩 - 第三季度营收略高于12.3亿美元，超过分析师约12.2亿美元的预期 [2] - 第三季度调整后每股收益为96美分，超过94美分的预期 [2] - 公司上调了全年业绩指引 [2] - 公司股价在盘后交易中下跌3%至500.96美元 [2] Macy's Inc (M) 业绩预期 - 分析师预计公司季度每股亏损为16美分，营收为46亿美元 [2] - 公司股价在盘后交易中上涨1.8%至23.12美元 [2] Box Inc (BOX) 第三季度业绩及指引 - 第三季度业绩符合预期 [2] - 公司发布的2026财年每股收益指引低于分析师预期，预计超过1.28美元，而预期为1.31美元 [2] - 公司预计2026财年营收超过11.8亿美元，与预期持平 [2] - 公司股价在盘后交易中下跌6.1%至28.34美元 [2] Salesforce Inc (CRM) 业绩预期 - 分析师预计公司季度每股收益为2.86美元，营收为102.7亿美元 [2] - 公司股价在盘后交易中上涨0.6%至236.00美元 [2]