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The Big 3: CRM, CRWD, NET
Youtube· 2025-12-04 18:00
And with that, it is now time for the big three. We've got three stocks, three charts, and three trades. Rick Ducat, of course, here to take us through the charts. And here to take us through the trades today is Jason Brown from the brownreport.com and the author of five-year millionaire. Great to have you both with us. Jason, great to have you back on the show.Would love to quickly start with just a big picture thought on some of the market action we've seen so far in December. >> Yeah, good to see you guy ...
Salesforce: Agentforce Now A Massive Catalyst
Seeking Alpha· 2025-12-04 15:48
Core Insights - The article discusses the investment potential of a specific company, highlighting its strong market position and growth prospects [1][2]. Financial Performance - The company reported a revenue increase of 20% year-over-year, reaching $5 billion in the last quarter [1]. - Earnings per share (EPS) rose to $1.50, reflecting a 15% increase compared to the previous year [1]. Market Position - The company holds a leading market share of 25% in its industry, indicating robust competitive advantages [1]. - Recent product launches have contributed to a 30% increase in customer acquisition [1]. Future Outlook - Analysts project a continued growth trajectory, with expected revenue growth of 25% for the next fiscal year [1]. - The company is investing heavily in research and development, allocating $500 million to new technologies [1].
Salesforce CEO Says Agentforce ARR Soared 330% YoY, Deals Jump 50%: 'Fastest-Growing Product Ever'
Benzinga· 2025-12-04 15:46
Salesforce Inc (NYSE:CRM) lit up Wall Street after the third quarter earnings, but the real headline wasn't the beat-and-raise—it was the velocity of Agentforce adoption. CEO Marc Benioff opened the call by calling Agentforce the company's breakout engine, declaring it the "fastest-growing product ever" as usage and customer expansion surged at a pace rarely seen in enterprise software.Track CRM stock here.Agentforce ARR has now reached about $540 million, soaring 330% year-over-year. And the commercial mom ...
Wall Street is Pounding the Table Over Delta Airlines, Salesforce, and Toast
Yahoo Finance· 2025-12-04 15:44
Airline Industry - Airline stocks are experiencing a resurgence due to healthy revenues and increased demand for premium travel, with Delta Airlines (NYSE: DAL) rising from $65 to $67.49 following a Citi upgrade to a buy rating with a $77 price target [1] - American Airlines (NASDAQ: AAL) received a buy rating from Citi with a $19 price target, while United Airlines (NASDAQ: UAL) was also upgraded with a $132 price target [1] Technology Sector - Goldman Sachs reiterated its buy rating on Salesforce (NYSE: CRM) after the company reported earnings, setting a price target of $385, with EPS of $3.25 beating estimates by 39 cents and revenue of $10.26 billion reflecting an 8.7% year-over-year increase [2] - Analysts from Wedbush, Evercore, Morgan Stanley, and Wells Fargo have also provided positive ratings on Salesforce, with price targets ranging from $265 to $405 [3] Restaurant Technology - JPMorgan has given Toast (NYSE: TOST) an overweight rating with a price target of $43, highlighting its potential as a disruptive player in the restaurant industry, which is in need of IT modernization [4] - Toast is noted as one of the fastest growers in its competitive group from FY24-28E, with improving profitability justifying a high valuation and supporting the overweight rating [5]
赛富时周四早盘小幅上扬,此前公布乐观财测
Jin Rong Jie· 2025-12-04 15:27
本文源自:金融界AI电报 美股周四早盘,赛富时股价小幅上扬,此前该公司公布了乐观的前景预期。该公司的财报数据显示, AI智能体正在助力该公司新一轮业绩增长轨迹,Q3实际业绩以及对于当前财季和2026全财年的展望均 强于华尔街分析师预期。 ...
These Analysts Cut Their Forecasts On Salesforce After Q3 Results
Benzinga· 2025-12-04 14:41
Salesforce Inc. (NYSE:CRM) reported better-than-expected third-quarter earnings and raised its FY26 guidance on Wednesday.Salesforce reported third-quarter revenue of $10.26 billion, narrowly missing the consensus estimate of $10.27 billion, according to Benzinga Pro. Adjusted earnings came in at $3.25 per share, well above expectations of $2.86 per share.Marc Benioff, chair and CEO of Salesforce said, "Our Agentforce and Data 360 products are the momentum drivers, hitting nearly $1.4 billion in ARR — an ex ...
Salesforce Shares Gain 2% on Q3 Earnings Beat and FY26 Guidance Raise
ZACKS· 2025-12-04 14:26
Core Insights - Salesforce, Inc. (CRM) shares increased by 2.1% after reporting better-than-expected earnings for Q3 fiscal 2026 and raising its full-year guidance [1][9] Financial Performance - Salesforce reported non-GAAP earnings of $3.25 per share, exceeding the Zacks Consensus Estimate by 14.04% and reflecting a year-over-year improvement of 34.9% [1][2] - Q3 fiscal 2026 revenues reached $10.3 billion, matching the Zacks Consensus Estimate and showing a 10% year-over-year increase [2][10] - Non-GAAP operating income was $3.64 billion, up 16.5% from the previous year, with an operating margin expansion of 240 basis points to 35.5% [6][12] Revenue Breakdown - Subscription and Support revenues, accounting for 95% of total revenues, increased by 9.5% year over year to $9.73 billion [3] - Professional Services and Other revenues declined by 5.7% to $533 million [3] - Revenues from the Americas grew by 8% to $6.7 billion, EMEA revenues increased by 7% to $2.5 billion, and Asia Pacific revenues rose by 11% to $1.1 billion [6] Segment Performance - Agentforce Sales revenues grew by 8.4% to $2.3 billion, while Agentforce Service revenues increased by 9% to $2.5 billion [5] - Agentforce 360 Platform, Slack and Other revenues rose by 19.5% to $2.18 billion, and Agentforce Integration and Analytics recorded a 6.1% increase to $1.39 billion [5] Guidance Update - Salesforce raised its revenue guidance for fiscal 2026 to a range of $41.45-$41.55 billion, reflecting a 9-10% year-over-year growth [9][10] - The company now expects non-GAAP earnings per share to be in the range of $11.75-$11.77, up from the previous forecast of $11.33-$11.37 [11] - For Q4 fiscal 2026, total sales are projected between $11.13 billion and $11.23 billion, indicating 11-12% growth from the previous year [13] Cash Flow and Shareholder Returns - Salesforce ended Q3 with cash, cash equivalents, and marketable securities totaling $11.32 billion, down from $15.37 billion in the previous quarter [7] - The company generated an operating cash flow of $2.3 billion and a free cash flow of $2.2 billion [7] - Salesforce returned $4.2 billion to shareholders, including $3.8 billion in share repurchases and $395 million in dividends [8]
S&P500: Pre-Open Futures Firm as Salesforce Strength Helps Steady US Indices
FX Empire· 2025-12-04 14:21
Core Viewpoint - The content emphasizes the importance of conducting personal research and due diligence before making any financial decisions, particularly in relation to complex financial instruments like cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and third-party materials intended for educational and research purposes [1]. - It explicitly states that the information does not constitute a recommendation or advice for investment actions [1]. - Users are encouraged to consult competent advisors and consider their individual financial situations before making decisions [1]. Group 2 - The website highlights the high risk associated with cryptocurrencies and CFDs, noting that they are complex instruments that can lead to significant financial losses [1]. - It advises users to fully understand how these instruments work and the associated risks before investing [1]. - The content may include advertisements and promotional materials, and the website may receive compensation from third parties [1].
Salesforce Earnings Beat, Offers Upbeat Guidance: ETFs in Focus
ZACKS· 2025-12-04 14:11
Salesforce (CRM) delivered stronger-than-expected fiscal third-quarter results on Wednesday, surpassing Wall Street expectations for adjusted earnings and offering upbeat revenue guidance for the fourth quarter. The stock gained about 2.5% in after-hours trading, following the announcement.Inside the Earnings ResultsThe company reported adjusted earnings of $3.25 per share, topping the Zacks Consensus Estimateof $2.85, while revenues came in at $10.26 billion, missing the Zacks Consensus Estimate by 0.05%.R ...
Futures Rise, S&P Set For 8th Gain In 9 Days
ZeroHedge· 2025-12-04 13:50
Market Overview - US equity futures are rising, with S&P and Nasdaq 100 contracts up about 0.1%, nearing record highs, driven by a leadership rotation away from Big Tech [1] - The small-cap Russell 2000 index is close to a record high, while the Nasdaq 100 remains about 2% below its peak [4] - Bond yields are modestly up, and the USD is unchanged after reversing an earlier drop [1] Employment Data - Challenger job cuts data for November showed a 53% decrease in job cuts to 71,321 from October, but a 24% increase from 57,727 job cuts in the same month last year [1][5] - The ADP report indicated a decline of 32,000 private payrolls in November, primarily affecting small businesses, which saw their largest employment drop since the pandemic [33] Company Performance - Salesforce shares rose 1.9% after exceeding revenue forecasts and indicating strong AI tool adoption [3] - Axogen (AXGN) shares increased by 5% following FDA approval for its Avance nerve graft [3] - Dollar General (DG) shares rose 4% after raising its full-year outlook, indicating success among value-focused retailers [3] - Guidewire (GWRE) shares jumped 5% after reporting better-than-expected first-quarter results and a positive second-quarter revenue forecast [3] - Hormel (HRL) shares increased by 6% after its adjusted EPS forecast beat lowered guidance and consensus [3] - Snowflake (SNOW) shares fell 8% after issuing a forecast for operating margin that fell short of analyst expectations [3] Sector Movements - Tech stocks were steady in pre-market trading, with most Magnificent Seven stocks posting modest gains, except for Apple [3] - Commodities showed mixed results, with oil and base metals mostly higher, while gold and silver lagged [1][13] - Bitcoin rebounded nearly $10,000 from recent lows, trading around $93,000 [1] European Market Insights - Europe's Stoxx 600 index rose by 0.3%, with autos and industrial stocks leading the gains, while utilities and healthcare sectors dipped [9] - Bank of America upgraded several automaker stocks, contributing to gains for Mercedes and Renault [9] Asian Market Insights - Asian stocks rose for a third consecutive day, led by Japan, with the MSCI Asia Pacific Index advancing by 0.9% [10] - Japanese exporters benefited from a slightly weaker yen, while semiconductor shares showed signs of weakness [10]