Proactive新闻团队 - Josh Lamb是一名历史学学士，2022年毕业于肯特大学，后加入Proactive担任英国编辑团队的记者[1] - Proactive的新闻团队遍布全球主要金融和投资中心，设有办事处和工作室[2] Proactive的关注领域 - Proactive专注于中小市值市场，同时也关注蓝筹公司、大宗商品和更广泛的投资故事，旨在激发和吸引有动力的个人投资者[3] - Proactive团队提供跨市场的新闻和独特见解，涵盖生物技术和制药、矿业和自然资源、电池金属、石油和天然气、加密货币以及新兴数字和电动汽车技术等领域[4]

Salesforce (CRM) is due to report earnings on Wednesday after the closing bell. The options market is pricing in a 7.8% move in either direction.In five of the last six earnings reports, Salesforce stock stayed above the lower part of its expected range. Here's a bull put spread option trade if you believe CRM stock can do it again. It might seem a little familiar because we did a similar trade with Nvidia (NVDA) last week that worked out well.X Setting Up The Option Trade On Salesforce StockFirst, we'll st ...

财务数据 - Salesforce 第四季度营收为92.9亿美元，同比增长11%[2] - Salesforce FY24营收为349亿美元，同比增长11%[2] - Salesforce FY24经营现金流为102亿美元，同比增长44%[2] - Salesforce FY25全年营收指引为377亿至380亿美元，同比增长8%-9%[2] - Salesforce FY25订阅和支持收入增长指引约为10%[2] - Salesforce FY25 GAAP经营利润率指引为20.4%[2] - Salesforce FY25经营现金流增长指引为21%-24%[2] - 公司截至 2024 年 1 月 31 日的总资产为 99,823 亿美元，较上一年同期增长了 0.99% [32] - 公司截至 2024 年 1 月 31 日的总负债为 40,177 亿美元，较上一年同期略微下降了 0.78% [32] - Salesforce 公司截至 2024 年 1 月 31 日的净现金流为 10,234 亿美元，较上一年同期增长了 44.01% [33] - Salesforce 公司截至 2024 年 1 月 31 日的未赚收入为 190.03 亿美元，比 2023 年 1 月 31 日的 173.76 亿美元有所增长[34] 股东回报 - Salesforce 宣布每股普通股股息为0.40美元[2] - Salesforce 宣布股票回购计划授权增加100亿美元[2] - Salesforce 宣布每股普通股股息为0.40美元[11] 业绩展望 - 公司预计全年FY25总收入为377 - 380亿美元，同比增长9%[13] - 订阅和支持收入预计同比增长约10%，在恒定汇率下略高于10%[13] - 非GAAP营业利润率预计约为32.5%[16] - 非GAAP稀释每股收益预计为9.68 - 9.76美元[17] 风险和不确定性 - 公司面临的风险和不确定性包括但不限于：维持符合客户期望的安全水平和服务性能，以及避免意外停机和防止、检测和纠正性能下降和安全漏洞所需的资源和成本[25] - 公司依赖第三方硬件、软件和平台提供商；AI技术及其整合到产品中的不确定性；国内外政府法规的演变，包括与互联网服务、互联网访问、数据隐私、网络安全、跨境数据传输和进出口管制相关的法规[25] - 公司的战略投资组合中的战略投资的绩效和波动；未来来自战略投资组合的潜在收益或损失的影响，包括可能影响战略投资组合中的上市公司的整体市场状况的收益或损失[26]

分组1 - 新的商业周期将自然地对服务股产生利好影响，一些股票已经显示出巨大的动量[1] - Salesforce 提出了一个良好的上行故事[1] - 分析师们正在提高他们的价格目标，EPS增长预测可能会带来更多的升级[1] 分组2 - 技术股受到了很多关注，特别是在 Nvidia Corp. NASDAQ: NVDA 这个领域的王者不断突破历史最高价格[2] 分组3 - 美国经济的商业服务部门即将迎来新的浪潮，其他“平台”科技股可能在未来几个月吸引交易员和投资者的注意[3] 分组4 - 由于一些原因，像 Salesforce Inc. NYSE: CRM 这样的股票可能会跟随 Nvidia 的脚步，突破历史最高价格[4] 分组5 - 为什么大家同时疯狂购买这些股票？这涉及到经济中最受关注的两个领先指标——像高盛集团 NYSE: GS 这样的投资公司的专业交易员用来生成他们的想法的指标[5] 分组6 - 美国经济增长创造就业需求像 Intuit 这样的公司来管理新增员工的工资和招聘流程，因此股价在过去两个季度上涨了多达40.3%[7] 分组7 - 第二个更重要的是对 Salesforce 提供的服务需求，即 ISM PMI 指数。高盛分析师在他们的 2024 年宏观展望报告中指出，他们预计今年制造业将爆发[8] 分组8 - 如果制造业真的爆发，那么它的远房表兄弟（服务业）也将被卷入一个上升的活动螺旋，需要 Salesforce 的帮助[9] 分组9 - 为什么选择 Salesforce？富国银行和瑞银集团的分析师已经将 Salesforce 股票的价格目标提高到每股 290 美元和 310 美元，这直接意味着从今天的股价上涨了 7.4% 和 14.8%[10] 分组10 - Salesforce 分析师预计明年 EPS 增长率为 20.1%，这一增长率远高于 Autodesk 和 Intuit 的 16.9% 并且高于行业平均水平的 12.2%。由于 EPS 通常推动股价，这种增长应该足以说明为什么这些价格目标可能对股票来说是保守的[12]

The past year has been a thrill ride for investors in Salesforce (CRM 2.59%). After losing more than half its market value during the economic downturn, the customer relationship management (CRM) specialist has come roaring back, soaring 81% over the past year alone.However, one analyst believes the company's business momentum will continue to accelerate, driving the stock to new all-time highs.The recovery is gaining momentumJefferies analyst Brent Thill raised his price target on Salesforce stock to $350, ...

Salesforce (CRM 2.59%) was founded in 1999, and the software company made its public market debut in 2004. The stock has since skyrocketed by 6,730%, and the Salesforce brand has become synonymous with customer relationship management (CRM) software. In fact, it has evolved into the second-largest enterprise software company in the world.Innovation has been instrumental to that success. Salesforce was among the first companies to deliver its software from the cloud, and regular product development has kept ...

本周财报发布 - 本周重要公司如Salesforce、Hewlett Packard、Zoom Video等将发布财报[1] 经济数据公布 - 本周还将公布重要经济数据如个人消费支出、耐用品订单、房价指数、消费者信心指数等[2] 新房销售预期 - 新房销售预期将有所增长，但仍处于近五年低位，受疫情影响价格上涨[3] Domino's Pizza财报 - Domino's Pizza发布Q4财报，超过预期，宣布股票回购和股息增长，股价上涨[4]

Salesforce Key StatsEstimate for Q4 FY 2024Actual for Q3 FY 2024Actual for Q4 FY 2023Net Income$1.26B$1.22B($98M)Diluted EPS$1.29$1.25($0.10)Revenue$9.2B$8.72B$8.38B The Key Metric: Data Cloud Revenue Salesforce announced its Einstein GPT, the first generative AI tool for customer relationship management, roughly a year ago. Since that time, the company has pushed for development of AI offerings across many of its products. Driving this shift toward AI-powered enterprise apps is the company's data cloud ...

Salesforce (NYSE:CRM) stock is a hot topic among traders on Monday after Jefferies analysts increased their price target for the sales data company’s shares.Jefferies analysts increased their price target for CRM stock by $25 from $325 per share to $350 per share. That represents a potential increase of 19.5% compared to the stock’s prior closing price. In addition to that, this price target is well above the analysts’ consensus price prediction of $269.86 per share.In addition to this price target increase ...

Salesforce (CRM) is slated to report fourth-quarter fiscal 2024 results on Feb 28. The cloud-based software maker’s fourth-quarter performance is expected to have benefited from the positive demand environment as customers are continuing with cloud migration and digital transformation initiatives despite the current macroeconomic headwinds.Click here to know how CRM’s overall fiscal fourth-quarter results are likely to be.Digitalization Initiatives to Boost Q4 RevenuesThe growing demand for generative artif ...