CNBC's Jim Cramer on Friday guided investors through next week's market action, advising them to pay attention to earnings reports from companies including Salesforce, Snowflake and Domino's."I don't know if the rosy hue from Nvidia has staying power for next week," Cramer said. "But there are plenty of good companies here that can carry a torch for the averages."On Monday, Domino's Pizza reports earnings, and Cramer said he thinks the chain's earnings will be positive and "the king of pizza" can reclaim it ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Salesforce.com (CRM) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Salesforce.com currently has an avera ...

Wall Street analysts expect Salesforce.com (CRM) to post quarterly earnings of $2.26 per share in its upcoming report, which indicates a year-over-year increase of 34.5%. Revenues are expected to be $9.21 billion, up 9.9% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Ahead of a company's earnings disclosure, it is crucial to gi ...

Salesforce第四季度业绩预测 - 预计第四季度总收入将在91.8亿美元至92.3亿美元之间，非GAAP每股收益预计在2.25美元至2.26美元之间[1] - Zacks Consensus Estimate预计收入为92.1亿美元，较去年同期报告的数字增长9.9%，预计每股收益为2.26美元，较去年同期增长34.5%[2] - Salesforce在过去四个季度中每次击败了Zacks Consensus Estimate，平均超出10.9%[3] Salesforce产品和服务表现 - Salesforce的季度表现可能受益于强劲的需求环境，客户正在进行重大的数字转型[4] - Salesforce的产品如Trailhead和myTrailhead有助于公司通过现代技术增加业务规模[5] - 预计对生成式人工智能（AI）云解决方案的增长需求将有助于Salesforce第四季度的收入增长[6] Salesforce市场关系和收购 - Salesforce的第四季度表现可能受益于与各行各业领先品牌建立和扩大关系的重点[7] - Spiff和Airkit.ai的收购预计将在报告的季度内有助于CRM的收入增长[8] Salesforce各云服务收入预估 - 我们对Sales, Service, Platform & Other, Marketing & Commerce和Data云服务的第四季度收入估计分别为19.8亿美元，21.1亿美元，17.2亿美元，12.7亿美元和14.6亿美元[9] Salesforce业绩不确定性和重组计划 - 由于大中小型企业在全球宏观经济不确定性和地缘政治问题下的软件支出下降，可能会影响Salesforce的第四季度表现[10] - Salesforce的持续重组计划可能会提升公司的盈利能力[11] - 我们的模型并不确定本季度Salesforce是否会超过盈利预期[12] 其他公司业绩预测 - Synchronoss Technologies，Guidewire Software和JD.com有望在即将发布的财报中取得盈利[14] - Synchronoss的底线结果在过去四个季度中两次超过Zacks Consensus Estimate，两次未达到，平均超出-16.8%[15] - Guidewire Software的季度收入预计将提高3.6%至2.409亿美元[18] - JD.com的第四季度收入预计将下降约0.7%至425.6亿美元[20]

Earnings season for the fourth and final quarter of 2023 is drawing to a close, with many big names having already reported. Earnings season has been strong so far. In fact Q4 has proven to be the strongest quarter of 2023. With 79% of companies in the S&P 500 index having reported their financial results, 75% reported better-than-expected earnings and 65% beat expectations on revenue, according to FactSet. The strong financial results across Corporate America have helped to sustain the stock market rally a ...

云计算市场趋势 - 全球云计算市场预计将从今天的约5000亿美元增长到2032年的2.49万亿美元[1] - 人们产生的数据越来越多，对云计算数据存储的需求将在未来几年增长[2] - 人工智能预计将推动对云计算的需求增长[2] Salesforce业绩与展望 - Salesforce (CRM) 是一家云计算巨头，上次财报表现出色，股价上涨10%[3] - Salesforce 预计2023年第四季度全年营收为347.5亿至348亿美元，每股收益为8.18至8.19美元[5] Microsoft在云计算领域 - Microsoft (MSFT) 在云计算领域表现强劲，最新财报显示云计算部门收入增长20%[7] - Microsoft 拥有53,000个Azure人工智能客户，其中三分之一是在过去一年内加入的[9] Cisco Systems的收购计划 - Cisco Systems (CSCO) 正在进行云计算和安全软件制造商Splunk的收购，以提升云计算业务[11]

Salesforce.com (CRM) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this customer-management software developer have returned +3.4%, compared to the Zacks S&P 500 composite's +3.6% change. During this period, the Zacks Computer - Software industry, which Salesforce.com falls in, has gained 1.5%. The key question now is: What could be the stock's future d ...

股票走势预测 - Fool.com的作者Parkev Tatevosian预测Salesforce (CRM 0.96%)股票在年底可能的走势[1] - 文章提到使用的股价是2024年2月13日下午的价格，视频发布日期是2024年2月15日[1]

Salesforce投资吸引力 - Salesforce (NYSE:CRM) 是目前最具吸引力的投资之一，尤其是在零售人工智能应用方面[1] Salesforce的Einstein AI技术 - Salesforce的Einstein AI技术能够提高公司内部的效率，通过帮助员工自动化例行任务和提供人工智能驱动的洞察，有望帮助员工改善工作流程，使人类工作更加专注于战略和监督[10] Salesforce的资产负债表 - Salesforce拥有非常强大的资产负债表，这使得公司有能力继续投资于自动化的进步，为内部员工提供服务，并向客户销售[11] Salesforce的估值风险 - Salesforce的估值风险是其最大的风险，其TTM P/E GAAP比率为109.35，比行业中位数高出284.84%；前瞻性P/E GAAP比率为71.67，比行业中位数高出157.44%；然而，其TTM PEG GAAP比率为0.13，比行业中位数低了88.89%，显示了CRM正在经历的显著增长[13] - 相对于其主要行业同行，CRM基于P/E GAAP比率明显更高，这清楚地表明目前的估值风险是真实存在的，投资者在决定分配多少资金给公司时应考虑这一点[14] Salesforce面临的风险 - Salesforce面临来自一系列激进投资者的相当大的风险，包括Starboard Value和Elliot Management。这些团体的主张是为了提高盈利能力而进行运营效率和战略转变[18] Salesforce业绩和展望 - 2023年底，Salesforce的业绩好于预期，一些激进投资者削减了其CRM股份或完全退出。CRM股价在2023年大幅增长，特别是在激进投资者坚持要求公司进行变革并且公司随后交付的第一季度[20] - Salesforce将于2024年2月28日发布其下一季度的收益结果，共识的标准化EPS估计为2.26美元，较去年的1.68美元有显著改善[21] CRM股票分析师评级 - CRM股票的分析师评级是买入，而不是SA的Quant所指示的强烈买入，这是因为人工智能市场动态存在一些低概率风险[22]

投资者情绪风险偏好 - 投资者情绪风险偏好回归，整体股市表现强劲，科技股尤其受益[1] - 随着投资者乐观情绪普遍蔓延，寻找真正突出的股票是一种可靠的投资策略[3] Salesforce股价表现 - Salesforce股价接近历史新高，但估值仍具吸引力[1] - Salesforce在2023年经历了艰难，但股价已经反弹，今年以来涨幅达110%，并且持续上涨[4] - Salesforce股价距离历史最高点不到10%，分析师预计股价很快会创下新高[5] - Bank of America团队将Salesforce列为他们2024年的首选之一，认为其估值相对同行仍具吸引力[6] - Oppenheimer团队重申对Salesforce的跑赢市场评级，并将目标股价上调至325美元[7] - MarketBeat分析显示，虽然Salesforce目前被分析师评为“中等买入”，但一些顶级分析师认为有其他五只股票更值得购买[13] MongoDB股价表现 - MongoDB股价自2022年以来持续上涨，也接近历史收盘价[1] - MongoDB股价也在持续上涨，近一个月涨幅达35%，市场普遍看好其前景[8] - Baird将MongoDB列为他们的首选之一，预期公司将迎来盈利季度[9] - 尽管市场对MongoDB营收增长放缓表示担忧，但最新的财报显示公司正在迎来风险偏好回归，市场对其数据库软件需求持续增加[10] - 预计MongoDB股价将继续上涨，有望突破500美元，甚至挑战600美元的历史高点[11]