Tom Yeung here with your Sunday Digest . Every parent knows that the concept of “gravity” comes naturally to children.
TipRanks' analyst ranking service highlights three stocks, including Nvidia and Salesforce, favored by Wall Street's top pros.
Salesforce trades at an acceptable premium, and I expect value creation as GAAP operating margins rise on account of lower customer acquisition costs. Growth is slowing, with limited organic opportunities and increased competition, but Salesforce's enterprise customer base remains sticky, defensible, and low maintenance costs will contribute to increased margins. My valuation results in a $204/share intrinsic value and $230/share 1-year price target, driven by 13% annual free cash flow CAGR for the forecasted 10-year period.
Breakthrough Robotics and CRM Deployments Set Stage for Scalable Recurring Revenue Across Southeast Asia and Hong Kong Breakthrough Robotics and CRM Deployments Set Stage for Scalable Recurring Revenue Across Southeast Asia and Hong Kong
Vault CRM will support Astellas' commercial agility and execution PLEASANTON, Calif. , June 4, 2025 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) today announced Astellas has chosen Veeva Vault CRM globally and Veeva China CRM for China.
Salesforce delivered strong Q1 results, beating expectations and raising full-year guidance, signaling a potential inflection point for renewed growth. Agentforce's rapid adoption and growing ARR highlight its role as a key growth catalyst, with expansion deals underscoring customer traction. The Informatica acquisition, despite its long timeline, offers significant synergy potential to accelerate Agentforce adoption and enhance AI capabilities.
Salesforce, Inc. (NYSE:CRM ) BofA Securities Global Technology Conference Call June 3, 2025 10:20 AM ET Company Participants Robin L. Washington - President, Chief Operating & Financial Officer and Director Conference Call Participants Bradley Hartwell Sills - BofA Securities, Research Division Bradley Hartwell Sills Welcome to day one of the conference.
Explore how Salesforce.com's (CRM) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
Salesforce.com (CRM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Salesforce's stock has markedly lagged peers despite showing strong profitability, as revenue growth slows and AI monetization remains early-stage. Recent M&A, including the Informatica deal, signals a deeper AI push, but Wall Street remains cautious on execution and margin impact. Agentforce's traction and AI milestones are promising, yet the market awaits proof that they can reignite topline growth and operating leverage.
Salesforce's Q1 2026 results triggered mixed market reactions, with the stock slipping into negative territory after initial gains. CRM's recent underperformance follows a strong run, reflecting investor uncertainty as the company makes an important transition. Recent profitability improvements are a major positive for long-term investors as CRM now trades at record-low multiples.
Salesforce delivered strong Q1 results, driven by robust AI adoption and impressive free cash flow, beating both revenue and earnings estimates. Salesforce sees considerable momentum with Agentforce due to growing enterprise AI adoption. The SaaS firm raised its revenue guidance, expecting 8-9% top-line growth in FY 2026.