公司业绩表现 - Salesforce第二季度财报公布后股价下跌6% [1] - 公司达成12500笔Agentforce交易 [1] - AI业务收入实现120%的同比增长 [1] 行业技术背景 - 企业AI领域受到市场关注 [1] - 软件基础设施和云技术成为行业重点发展方向 [1] - AI平台和交易技术正在推动现代金融行业发展 [1]

From a recovering mid-cap name to one of the largest companies in the world, these three tech stocks just loaded up their buyback chests. These moves not only signal confidence from management, but also give these firms substantial ability to lower their outstanding share counts over time. Doing so provides a tailwind to key metrics like earnings per share (EPS), which often correlates with rising share prices. Dropbox NASDAQ: DBX, Nutanix NASDAQ: NTNX, and Salesforce NYSE: CRM have each taken bold steps to ...

Investors who lived through the internet boom of the nineties and the early 2000s keep asking the same quiet question. Is artificial intelligence (AI) just another hype cycle, or is it the kind of once-in-a-generation reset that creates fortunes? The market's own behavior this year offers a clue. Software stocks have done tremendously well, especially those involved in AI. For example, Oracle (ORCL) has been known as a "legacy" company for a long time. The stock has done well in the 2010s and early in the ...

We came across a bullish thesis on Salesforce, Inc. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on CRM. Salesforce, Inc.'s share was trading at $252.86 as of September 2nd. CRM’s trailing and forward P/E were 39.57 and 22.37 respectively according to Yahoo Finance. Monday.com (MNDY) Falls to New Low as Price Target Lowered Significantly Copyright: gmast3r / 123RF Stock Photo Salesforce, long the undisputed leader in cloud-based CRM, faces a pivotal moment in ...

CrowdStrike Holdings Inc. CRWD and Salesforce Inc. CRM announced a strategic partnership at Fal.Con 2025 in Las Vegas, unveiling new integrations designed to strengthen the security of AI agents and applications built on the Salesforce Platform.The collaboration links CrowdStrike’s Falcon Shield with Salesforce Security Center, aiming to give administrators and security teams greater visibility, compliance support, and protection for mission-critical workflows.By embedding CrowdStrike’s technology into Sale ...

Key Takeaways Revenues rose 10% year over year to $10.25 billion in Salesforce's fiscal Q2 2026.Data Cloud customer count surged 140%, highlighting AI adoption demand.Data Cloud integrates with Agentforce, Tableau and Slack to deepen usage.Salesforce, Inc. (CRM) recently delivered another strong set of financial results, with revenues rising 10% year over year to $10.25 billion in the second quarter of fiscal 2026. One of the standout highlights for the reported quarter was the rapid growth of its Data Clou ...

Salesforce, Inc. (NYSE:CRM) is one of the Exciting AI Stocks to Watch Right Now. On September 4, Canaccord Genuity analyst David Hynes Jr. lowered the price target on the stock to $300.00 (from $350.00) while maintaining a Buy rating. According to the firm, Salesforce reported steady, but not outstanding FQ2 results. It noted how the management has acknowledged that much of the revenue upside in the quarter was timing driven, signifying upfront revenue recognition on licensed products (MuleSoft/Tableau) a ...

财务业绩 - 第二季度收入同比增长10% 非GAAP每股收益同比增长13.7% [1][10] - 2026财年收入共识预期同比增长8.8% 2027财年预期增长9.1% [5] - 2026财年每股收益共识预期同比增长11.2% 2027财年预期增长11.7% [14] Agentforce平台表现 - 推出三个季度内获得超过6,000个付费交易 [2] - 第二季度新订单中40%来自现有客户扩展使用 [2] - 季度环比客户规模化使用增长60% [3] 业务模式与增长动力 - 基于消费的商业模式配合Flex Credits支付方案推动需求 [4] - AI与数据云年化经常性收入已达12亿美元 [5] - 客户正从试点项目快速转向全面生产部署 [3] 竞争格局 - 微软通过Copilot工具在Dynamics 365平台集成AI功能 [6] - ServiceNow的Now Assist平台专注于IT服务管理和人力资源自动化 [7] - 竞争对手利用现有产品生态实现低成本集成 [6] 估值表现 - 年初至今股价下跌24.6% 同期软件行业上涨15.3% [8] - 远期市盈率20.81倍 显著低于行业平均的32.22倍 [11] - 近期7天内2026和2027财年盈利预期均获上调 [14]

公司估值与持股变动 - Unisphere Establishment在第一季度增持Salesforce公司23.6%股份 目前持有523,000股 价值140,352,000美元 占公司所有权0.05% 成为其第25大持仓[1] - 尽管过去一年股价表现落后标普500指数14.38% 但分析师认为公司存在低估且具备宽护城河特性[2] 财务表现与增长动力 - 公司展现出强劲基本面 包括EBIT利润率攀升 自由现金流稳健以及cRPO（当前剩余履约价值）实现两位数增长[2] - 通过Agentforce、Data Cloud等AI平台快速发展 公司正积极开拓新收入来源以增强未来盈利能力[3] 业务构成与产品体系 - 公司成立于1999年 主营客户关系管理(CRM)技术 核心产品包括Agentforce、Data Cloud、Industries AI和Slack[4] - 作为连接企业与客户的技术提供商 其AI创新优势受到股息投资者关注[3]

目标价调整 - CFRA分析师将Salesforce 12个月目标价从375美元下调至300美元 同时维持强烈买入评级 [1][2][3] - 目标价调整基于21.3倍2027财年每股收益预期14.13美元 较历史平均水平存在深度折价 [3] 盈利预测 - 2026财年（1月）每股收益预期从11.30美元上调至11.35美元 2027财年维持12.58美元不变 [3] - 首次给出2028财年每股收益预期为14.13美元 [3] AI战略定位 - 人工智能将被视为SaaS产品的延伸而非替代 这得益于公司对企业数据和解决方案的获取能力 [2][4] - Agentic AI产品从试点到生产的客户数量环比增长60% 应用场景和规模持续扩大 [4] - 企业级Agentic应用预计将带来显著的生产力提升和成本节约 为更好的货币化和定价策略铺平道路 [4] 估值与前景 - 当前估值极具吸引力 约17倍2027财年每股收益预期 [3] - 尽管存在AI颠覆传统软件的观点 但公司仍被视为SaaS行业动荡中的潜在赢家 [2][3] - 保守的业绩指引为AI替代软件的观点提供了依据 但估值水平仍然极具吸引力 [3] 产品发展 - 公司推出AI驱动平台Agentforce后市场关注度显著提升 [4] - 基于云端的CRM解决方案在华尔街获得广泛关注 [1][6]