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Is Salesforce’s (CRM) AI Strategy a Bold Move or a Risky Bet? RBC Remains Cautious
Yahoo Finance· 2025-10-31 22:50
Salesforce Inc. (NYSE:CRM) is one of the best stocks to buy according to Citadel LLC. October 15 was an important day for the company, as it held its annual Dreamforce 2025 event, during which management outlined its long-term strategy. Among other things, management announced its FY 2030 target of exceeding $60 billion in sales, implying an organic CAGR of over 10% from FY 2026 sales of $41.3 billion. This guidance excludes Informatica, as its acquisition by CRM, announced in May 2025, is expected to clo ...
TD Cowen Remains Bullish on Salesforce (CRM), Cites Strong Enterprise Software Positioning
Yahoo Finance· 2025-10-31 21:58
Man GLG holds $353.09 million worth of Salesforce, Inc. (NYSE:CRM) stock, representing 0.67% of its 13-F portfolio as of Q2 2025. The company is one of Man GLG’s list of 10 stock picks with the highest upside potential. TD Cowen Remains Bullish on Salesforce (CRM), Cites Strong Enterprise Software Positioning Pixabay/Public Domain On October 17, 2025, TD Cowen reiterated its “Buy” rating on Salesforce, Inc. (NYSE:CRM) with a $335 price target. The investment firm’s bullish stance stems from Salesforce, ...
Jim Cramer on ServiceNow: “Haven’t Seen Any Signs of Artificial Intelligence Impacting Their Earnings”
Yahoo Finance· 2025-10-31 21:41
ServiceNow, Inc. (NYSE:NOW) is one of the stocks Jim Cramer recently discussed. While discussing the company, Cramer noted how AI has impacted the enterprise software stocks. He said: “While this has been a great year for anything connected to AI, it’s been pretty darn awful for the enterprise software space. Because if there’s one thing that AI’s already good at, it’s writing the code that the enterprise software guys give you, and that’s why even the highest quality enterprise software companies have go ...
Salesforce Stock Hits Support, Should You Buy Now?
Forbes· 2025-10-31 21:30
Salesforce (CRM) stock deserves a spot on your radar. Here is why – it is presently operating within the support range ($243.82 – $269.48), prices from which it has made substantial recoveries in the past. SAN FRANCISCO, CA - DECEMBER 01: The Salesforce logo is seen at its headquarters on December 1, 2020 in San Francisco, California. The cloud-based enterprise software company announced on Tuesday that it will purchase the popular workplace-chat app Slack for $27.7 billion. (Photo by Stephen Lam/Getty Imag ...
Rimini Street signals momentum in agentic AI ERP and expands strategic partnerships following Oracle litigation settlement (NASDAQ:RMNI)
Seeking Alpha· 2025-10-31 08:57
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Analyst Says She’s Selling Salesforce (CRM)- ‘It’s Been Slow’ Despite a ‘Lot of Promise’
Yahoo Finance· 2025-10-31 05:03
We recently published 10 Stocks Moving on Buzzing News as Analyst Issues Strong Warning About AI Valuations. Salesforce, Inc. (NYSE:CRM) is one of the stocks moving on buzzing news. Karen Firestone, executive chairman at Aureus Asset Management, said in a recent program on CNBC that she’s selling Salesforce shares. Here is why: “We know the company well. The benefits from AI and all the spending they’re doing, we believe, are more focused on client support and not the whole sales effort, which is what th ...
ServiceNow CEO McDermott Says Everything Is About AI Now
Youtube· 2025-10-31 02:26
You bet. You raised revenues up 22% growth in remaining performance obligations strong. How much is I driving this bill.Everything is about it. I Caroline, you know, right now, the entire global economy is being reshaped around air. And what's unique about the service now, a platform for business transformation.It's one engineered platform that covers everything from your I. T. estate, how you manage security operations assets to the employee customer experience, and obviously also your engineers and how th ...
ServiceNow (NYSE:NOW) Sees Upgrade and Volatility Amid AI Focus
Financial Modeling Prep· 2025-10-30 22:13
公司概况与市场地位 - 公司是云计算行业的重要参与者,提供帮助企业自动化和简化运营的平台 [1] - 公司以其集成各种业务流程的创新解决方案而闻名 [1] - 公司与企业软件市场的其他科技巨头如Salesforce和微软竞争 [1] - 公司市值约为1892亿美元,反映了其在行业中的重要地位 [4] 股票表现与市场活动 - 高盛于2025年10月30日将公司评级上调至"买入"建议,当时股价为911.70美元 [2] - 尽管有积极展望,同日股价下跌2.79%或26.21美元,交易区间在910.10美元至934.54美元之间,显示一定波动性 [2] - 过去一年公司股价最高达1198.09美元,最低为678.66美元,表现活跃 [4] - 当日纽约证券交易所交易量达到2,619,182股,表明投资者兴趣活跃 [4] 战略方向与业绩展望 - 公司近期决定提高其全年业绩展望,主要驱动力是对人工智能日益增长的需求 [3] - 首席执行官强调企业需要将云、语言模型和数据源统一在单一AI驱动平台下的必要性 [3] - 这一战略举措旨在提升运营效率和简化业务流程 [3]
The world needs access to the great hyperscalers, so we collaborated with all three: ServiceNow CEO
Youtube· 2025-10-30 21:44
公司战略定位 - 公司战略是与主要超大规模云服务商合作而非竞争 已集成所有三家领先的超大规模云服务商 形成协同效应[1] - 公司定位为企业AI 其复杂程度远高于消费级AI 并能与消费级AI协同工作[3] - 公司平台是唯一一个为跨职能运作而设计的AI平台 强调AI是一项跨职能的活动[5] 公司核心业务与服务 - 公司业务涵盖安全运维、资产管理和业务服务 并提供员工与客户体验[2] - 公司平台支持创新者进行自然语言编程 无需接触键盘即可完成工作编码[2] - 公司处理金融服务业等具有60年遗留技术和复杂监管环境的特定行业流程 这是大型语言模型提供商无法做到的[3] 对行业观点的反驳 - 反驳“AI吞噬软件”的观点 认为企业软件不会因AI而持续承压 AI无法轻易复制公司提供的复杂企业服务[1] - 认为记录系统不会被AI吞噬 但指出市场对向复杂环境中销售孤立AI代理感到巨大挫折 这会导致AI失效[4] - 强调AI成功的关键在于跨职能运作 而孤立的代理销售方式是AI无法奏效的根本原因[4]
PAR Technology Corp (PAR) Offered Cautious Guidance Despite Clear Positives
Yahoo Finance· 2025-10-30 20:15
Laughing Water Capital, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter of 2025, Laughing Water Capital declined approximately -1% net of all expenses, bringing year-to-date returns to approximately -2.7%. The SP500TR and R2000 returned 12.4% and 8.1% respectively, in the quarter, and 14.8% and 10.4%, respectively, for YTD. In addition, you can check the fund’s top 5 holdings to determine its best picks for ...