you can do more with AI and our customers are doing more with AI. But to say that there's some kind of a SAS apocalypse going on, well, we don't see it in our pipelines and we don't see it in our numbers. We're having a great quarter.We just had a great year and I expect us to have a really strong Q1 as well. Um, we talked about that last week on our call. We gave strong guidance for the first quarter.So maybe the Sasquatch ended up eating the SAS apocalypse. I'm not sure. ...

Core Viewpoint - The company does not observe any signs of a "SAS apocalypse" in its pipelines or financial performance, indicating a strong quarter and positive outlook for the future [1] Group 1 - The company reported a great quarter and a successful year, with expectations for a strong first quarter ahead [1] - Strong guidance was provided for the first quarter, reflecting confidence in continued performance [1]

U.S. equity markets are facing significant downward pressure during midday trading this Thursday, March 5th, 2026. Investor sentiment has been sharply curtailed by escalating geopolitical tensions in the Middle East, which have sent energy prices to multi-month highs. While the technology sector is attempting to provide a defensive cushion following strong corporate earnings, the broader market is grappling with the inflationary implications of a prolonged conflict.Midday Market PerformanceAs of midday, the ...

Core Insights - Zacks Premium offers tools for investors to enhance their stock market engagement and confidence, including daily updates, research reports, and stock screens [1] Zacks Style Scores - Zacks Style Scores are indicators that help investors select stocks likely to outperform the market in the next 30 days, rated from A to F based on value, growth, and momentum characteristics [2] Value Score - The Value Style Score identifies attractive and discounted stocks using ratios like P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - The Growth Style Score focuses on a company's financial strength and future outlook, analyzing projected and historical earnings, sales, and cash flow for sustainable growth [4] Momentum Score - The Momentum Style Score helps investors capitalize on price or earnings trends, using metrics like one-week price change and monthly earnings estimate changes [5] VGM Score - The VGM Score combines all three Style Scores, serving as a key indicator alongside the Zacks Rank to identify stocks with the best value, growth, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors in building successful portfolios, with 1 (Strong Buy) stocks averaging a +23.86% annual return since 1988, outperforming the S&P 500 [7][8] Stock Selection Strategy - For optimal returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B, while 3 (Hold) ranked stocks should also have A or B Scores for potential upside [9][10] Company Spotlight: Salesforce (CRM) - Salesforce (CRM) is currently rated 3 (Hold) with a VGM Score of B, appealing to growth investors with a Growth Style Score of B and a projected year-over-year earnings growth of 4.7% for the current fiscal year [11] - In the last 60 days, 12 analysts have raised their earnings estimates for fiscal 2027, increasing the Zacks Consensus Estimate by $0.12 to $13.11 per share, with an average earnings surprise of +11.6% [12]

Core Viewpoint - The discussion features key executives from Salesforce, highlighting their insights on the company's performance and strategic direction in the software industry [1]. Company Insights - Robin Washington serves as the Chief Operating and Financial Officer of Salesforce, indicating a focus on operational efficiency and financial health [1]. - Joe Inzerillo, as the President of Enterprise and AI Technology, emphasizes the company's commitment to integrating AI into its enterprise solutions, showcasing Salesforce's innovation strategy [1].

Salesforce (NYSE:CRM) 2026 Conference Summary Company Overview - **Company**: Salesforce - **Event**: 2026 Conference - **Date**: March 03, 2026 Key Financial Highlights - Salesforce reported record revenues and cash flows for FY26, indicating a transformational year in product strategy and operating model [12][14] - The company aims to return to organic double-digit growth within 12 to 18 months, supported by investments in AE capacity and SDEs [14][15] - In Q4, premium SKUs saw a 300% quarter-on-quarter adoption, showcasing the value of Salesforce's product stack [16] Strategic Initiatives - Salesforce is focusing on integrating AI and agentic technology into its offerings, enhancing customer interactions and operational efficiency [18][20] - The introduction of Agentforce aims to streamline deployment and improve user experience [15][20] - The company is investing in industry-specific playbooks and processes to assist customers in adopting new technologies [16] Market Position and Competitive Landscape - Concerns regarding DIY software development and AI-native startups were addressed, emphasizing Salesforce's extensive data and established customer relationships as competitive advantages [22][28] - The company believes that its deep understanding of customer needs and historical data positions it well against emerging competitors [30][28] Pricing and Revenue Model - Salesforce has developed a variety of pricing options, including Agentic Enterprise License Agreements and consumption-based pricing, to cater to diverse customer needs [65][69] - The introduction of Agentic Work Units (AWUs) as a new KPI aims to provide clearer ROI metrics for customers and improve internal efficiency [111][123] Capital Allocation Strategy - Salesforce returned over $14 billion to shareholders in FY26, representing 99% of its free cash flow [148] - The company plans to balance share repurchases, dividends, and strategic M&A to drive long-term shareholder value [149][150] - A significant share repurchase authorization of $50 billion indicates confidence in the company's market position and growth potential [149] Customer Engagement and Future Outlook - Salesforce is witnessing increased customer engagement and interest in expanding their use of agentic technologies, indicating a positive trajectory for future growth [95][96] - The company emphasizes the importance of customer success and trust as foundational elements for sustained growth [93][90] Conclusion - Salesforce is positioned for continued growth through strategic investments in AI and agentic technologies, a diverse pricing model, and a strong focus on customer success and engagement. The company is committed to delivering value and adapting to market changes while maintaining a balanced approach to capital allocation.

Salesforce (CRM) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this customer-management software developer have returned -8.5%, compared to the Zacks S&P 500 composite's -1.3% change. During this period, the Zacks Internet - Software industry, which Salesforce falls in, has lost 7.4%. The key question now is: What could be the stock's future dire ...

More Than 125 Customers Worldwide Live on Vault CRM as Veeva Accelerates the Industry's Agentic Transformation [Accessibility Statement] Skip NavigationWith broad industry success and the availability of Veeva AI, Vault CRM is the leader in agentic CRM for life sciencesPLEASANTON, Calif., March 3, 2026 /PRNewswire/ -- [Veeva Systems](NYSE: VEEV) today announced that more than 125 customers — from multiple top 20 biopharmas to companies across all major regions including the U.S., Europe and Japan — are now ...

Salesforce, Inc. (NYSE:CRM) is among the 11 Best Low Priced Growth Stocks to Buy Right Now. Piper Sandler Cuts Salesforce, Inc. (CRM) Price Target to $250 from $280 On February 26, Piper Sandler lowered the firm’s price target on Salesforce, Inc. (NYSE:CRM) to $250 from $280 and maintained an Overweight rating. The firm noted that Q4 results narrowly exceeded consensus expectations; however, initial FY27 revenue growth guidance of 10.5% year-over-year came in modestly below Street expectations of approxi ...

Core Insights - Technology companies are increasingly integrating AI into their operations, with a focus on enhancing customer experience and operational efficiency. Coupang - Coupang's management believes AI will not disintermediate their business as consumers prioritize selection, service, and savings, which they aim to enhance through AI [2][3]. MercadoLibre - MercadoLibre introduced an AI-enhanced search experience in Q4 2025, improving product discovery and personalization, with 20% of GMV advised by their Seller Assistant [4][7]. - The company launched the Mercado Pago AI Assistant, which handled over 9 million conversations in Q4 2025, resolving 87% without human intervention, and plans to expand its capabilities [9]. - AI tools are driving higher adoption and spending in MercadoLibre's advertising technology, with new tools launched in Q4 2025 performing well during peak seasons [8]. - The Merchant Acquiring business saw 25% FX-neutral TPV growth in Brazil and 50% in Mexico in Q4 2025, aided by AI tools that enhance sales team effectiveness [10]. MongoDB - MongoDB's management reports a doubling of customers using AI capabilities, with significant growth in Vector Search and Voyage embedding models [13]. - A $90 million deal was signed with a large tech company to expand core and AI workloads on MongoDB's Atlas platform [14]. - The company is focusing on making its database more appealing to AI agents, ensuring it meets the needs of future AI applications [19][21]. - MongoDB is seeing a trend of enterprises wanting to modernize their technology stack, indicating a significant opportunity for growth [25][26]. Nu Holdings - Nu Holdings' AI model, nuFormer, is now in production for credit decisioning in Brazil, with plans to expand its use in lending and credit cards [29][30]. - The company has seen a 60% increase in unused credit limits, attributed to the deployment of predictive AI technologies [33]. - Management views AI as a significant opportunity for enhancing various aspects of banking, positioning Nu Holdings favorably against potential disruptions [31][32]. NVIDIA - NVIDIA's data center revenue grew 75% year-over-year in Q4 2025, driven by strong demand for its Blackwell architecture [36][37]. - The company is witnessing a transition to accelerated computing and AI across hyperscaler workloads, with evidence of strong ROI from major customers [38]. - NVIDIA's management believes that agentic AI has reached an inflection point, significantly impacting their business and driving demand for compute resources [39][43]. - The company has introduced new AI chips, the Rubin family, which are expected to enhance performance and reduce costs for inference tasks [44][45].