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AI Software Sales Could Soar 580% by 2028: 2 AI Stocks to Buy Now, According to Wall Street
The Motley Fool· 2025-07-20 15:45
Artificial intelligence (AI) is quietly weaving its way into our daily lives. Goldman Sachs estimates that 9.2% of U.S. companies now use AI to produce goods and services, twice the number using the technology at the same time last year. And Morgan Stanley estimates that AI software sales will increase by 580% over the next three years, topping $400 billion in 2028.AppLovin (APP 0.20%) and HubSpot (HUBS 2.47%) are likely to benefit from that trend, and most Wall Street analysts see substantial upside in the ...
Why Salesforce.com (CRM) is a Top Momentum Stock for the Long-Term
ZACKS· 2025-06-27 22:55
Zacks Premium服务 - Zacks Premium提供多种工具帮助投资者提升信心和决策能力 包括每日更新的Zacks Rank和Zacks Industry Rank 以及Zacks 1 Rank List、股票研究报告和高级选股筛选器 [1] - 该服务还包含Zacks Style Scores的访问权限 这是一组辅助指标 用于帮助投资者挑选未来30天可能跑赢市场的股票 [2] Zacks Style Scores分类 - **价值评分(Value Score)**:通过P/E、PEG、Price/Sales等比率识别被低估的股票 适合价值投资者 [3] - **成长评分(Growth Score)**:分析公司未来盈利、销售和现金流增长潜力 适合成长型投资者 [4] - **动量评分(Momentum Score)**:利用股价周变动和盈利预期月变化等因子 判断趋势交易时机 [5] - **VGM综合评分**:结合价值、成长和动量三项评分 加权评估股票整体吸引力 [6] Zacks Rank与Style Scores协同效应 - Zacks Rank通过盈利预测修正来评级股票 1(强力买入)股票自1988年以来年均回报达+25.41% 超过标普500两倍 [8] - 每日有超过200家公司获1评级 另有600家获2(买入)评级 结合A/B级Style Scores可进一步提高胜率 [9] - 即使股票获A/B级Style Scores 若Zacks Rank为4(卖出)或5(强力卖出) 仍可能因盈利预期下滑而股价下跌 [10] 案例研究:Salesforce(CRM) - 该公司是客户关系管理(CRM)软件龙头 提供销售自动化、客户服务、营销自动化等解决方案 [11] - 当前Zacks Rank为3(持有) VGM评分为B 动量评分B 过去四周股价上涨1.4% [11][12] - 过去60天18位分析师上调2026财年盈利预测 共识预期上调0.18美元至11.30美元/股 平均盈利惊喜达4.2% [12]