Core Viewpoint - Salesforce's stock has experienced a significant decline of over 30% from its January high, despite the broader tech market reaching new highs, indicating a potential mispricing in the market [2] Group 1: Company Fundamentals - Salesforce's recent quarterly report showed its second-highest revenue on record, surpassing analyst expectations and providing better-than-expected forward guidance [3] - Approximately 60% of Salesforce's top 100 deals included Data Cloud and AI products, with revenue from these segments growing over 120% year over year, highlighting the company's successful integration of AI into its offerings [4] - The stock's price-to-earnings (P/E) ratio has fallen below 40, a level not seen in years, making it more attractive compared to competitors like Oracle Corp, which has a P/E of 54 [5][6] Group 2: Analyst Sentiment - Analysts maintain a positive outlook on Salesforce, with a 12-month stock price forecast of $342.89, indicating a potential upside of 39.51% from the current price of $245.78 [7] - Barclays and Stifel have reiterated their positive ratings, with price targets of $316 and $325 respectively, suggesting confidence in Salesforce's ability to convert AI potential into tangible results [8] Group 3: Upcoming Catalysts - Salesforce's Q2 earnings report is anticipated to be a significant catalyst, with expectations for a favorable outcome that could shift market sentiment positively [9] - Technical indicators show a bullish crossover in the stock's MACD, suggesting a potential pre-earnings rally as buyers begin to return [10] - A strong earnings report could lead to a multi-month recovery for the stock, especially if AI-driven revenue continues to surprise positively [11]

我其实挺理解他的话，因为在国内，程序员貌似还是比较吃香的。但美国真不是这样。 文 | 刘与白 之前我发过一篇文章，讲现在的美国计算机毕业生不好找工作，某乎上有网友表示——等你失业了程序 员也不会失业。 数据显示，今年美国杜克大学计算机系入门课程报名人数暴跌了20%，五年前人满为患的教室现在大把 空座位。2025年，美国计算机专业学生的失业率飙升到5.7%，而全美整体失业率才4%！ 前不久，福特CEO吉姆·法利称，"人工智能将取代美国一半的白领"。这不是说说而已，美国公司是真 在这么干！ 今年7月份，Anthropic发布的新AI平台承诺将承担整个财务团队的工作，从市场分析到投资备忘录。 Shopify、Duolingo等公司CEO都要求，除非证明这个事AI不能干，才能招人……例子太多了就说这俩。 然后我们发现，很多美国人跑去做蓝领了。应了AI教父辛顿去年说过的话，"未来最安全的职业可能是 水管工"，因为AI干这方面活儿很费劲。 AI已来，但分布不均，为啥美国的白领最先受冲击呢？ 因为美国人少、人工贵，科技又发达，一直以来都更喜欢用软件代替人工，说白了美国的产业互联网发 展甩中国几条街。所谓产业互联网，说的就是 ...

[Music] And we are back on halftime with our final trades. Brenn Talkington, you're up first. >> Let's let's roll a sales force.Like the technicals here. The market gets it wrong all the time. AI is going to make this company stickier and stickier.>> Carrie, >> I like that trade. Brent, I'm giving you American Express. AXP.It seems to be hitting an inflection point on the stock. It's well below the market multiple. >> This is the shock.Boston based company right there. >> Boston based company. >> Yeah.Right ...

Yeah. So, I sold about uh twothirds of the Dell position. I love Dell, by the way.If Dell gets down into the low 100s, I will add back to that. I think Salesforce is Uber in the 60s. And that if you go back and listen to the earnings call, they're actually next earnings is September 3rd, so they're even later than Nvidia and Dell.They had great earnings. And Mark Beni off has been very clear. Let's focus on free cash flow. Let's f focus on margins.let's focus on growth and so financial stability and also gr ...

Loop Capital将Salesforce的目标价从300美元下调至250美元，维持"持有"评级。(格隆汇) ...

Core Insights - Navatar has launched a next-generation, fully AI-powered CRM specifically designed for M&A advisory firms, addressing the challenge of data management in AI applications [1][9] - The platform automates the capture and structuring of data from various sources, transforming daily activities into usable intelligence for AI [3][10] - Navatar integrates with existing tools like Outlook and Slack, providing real-time insights and recommendations without requiring users to log into a separate CRM [4][10] Data Management Challenges - Legacy CRMs have exacerbated data entry issues, leading to inefficiencies and the loss of valuable intelligence trapped in emails and documents [2] - The article highlights that data flaws are a primary reason for AI project failures, emphasizing the need for effective data management solutions [2] AI Capabilities - Navatar's AI features include smart contact insights, email summarization, automated meeting preparation, and thematic sourcing, enhancing the advisory workflow [8] - The platform offers buyer/seller matching, relationship intelligence, and document intelligence, streamlining the deal origination and execution processes [8] Security and Compliance - Navatar ensures that proprietary client and deal information remains private and compliant, leveraging Salesforce's Agentforce to protect data from exposure to public AI models [5] Market Position - Navatar is positioned as a leading provider of cloud CRM solutions for private markets, utilized by numerous investment banks and M&A advisory firms to enhance operational efficiency and decision-making [9][10]

Core Viewpoint - The article discusses the transformative impact of AI on the software industry, suggesting that AI could act as a "force multiplier" for leading suppliers rather than being a disruptive force that undermines existing business models [2][3][4]. Group 1: AI's Role in the Software Industry - AI is seen as a potential "force multiplier" for industry leaders, similar to the transition from on-premises software to cloud computing, which led to the emergence of new leaders and the transformation of established companies like Adobe and Intuit into larger, faster-growing, and more profitable entities [2][4]. - Concerns about AI replacing traditional software have led to significant market reactions, such as SAP's stock dropping 7.1%, resulting in a loss of nearly €22 billion in market value [3]. - High expectations for AI's contribution to revenue stability and growth are anticipated as the pressure from enterprise software renewal cycles eases by 2026 [4]. Group 2: Challenges for AI-native Companies - The debate centers on whether AI-native companies can offer products that are "meaningfully better and cheaper" than existing SaaS solutions [6]. - The entry barriers for enterprise software are significantly higher than for consumer software, primarily due to the critical nature of tasks involved [11]. - AI-native companies face challenges in pricing strategies, particularly in providing value-based pricing models that could threaten traditional seat-based pricing [6][7]. Group 3: Hybrid AI Strategies - Major software companies are adopting hybrid AI model strategies, combining proprietary data-driven models with external large language models (LLMs) to enhance their offerings while maintaining competitive advantages [9]. - This strategy helps mitigate risks from AI-native competitors by locking customers into familiar and integrated ecosystems [9]. - The complexity of enterprise workflows and high data migration costs make it difficult for AI-native products to gain customer trust and adoption quickly [9]. Group 4: Future Indicators to Monitor - Key indicators to watch include the stability of Net Revenue Retention (NRR), which has faced significant pressure in recent years due to pandemic-related demand peaks [15]. - The contribution of AI to revenue growth is crucial, with companies like Adobe projecting $250 million in annual recurring revenue from AI products by the end of 2025 [15]. - Feedback from customers regarding SaaS leaders' innovations and the development momentum of AI-native companies will be essential in assessing their long-term impact on existing profit pools [15].

AI浪潮正以前所未有的势头重塑科技行业，引发了对传统软件商业前景的激烈辩论。 近两周来，软件行业的情绪明显转熊。上周二，OpenAI发布最新大模型GPT-5后，AI取代传统软件的担 忧引发市场恐慌性抛售，德国软件巨头SAP股价一度暴跌7.1%，市值蒸发近220亿欧元，创2020年底以 来最大单日跌幅，拖累欧洲软件股集体重挫。 据追风交易台消息，高盛分析师Gabriela Borges及其团队在17日发布的报告中表示，投资者的担忧集中 在一个核心的生存风险上：AI是否会成为一种颠覆性力量，侵蚀现有定价模型、降低新进入者的门 槛，并最终压缩SaaS（软件即服务）巨头的利润空间？ 在功能创新方面，SaaS领导者通过有机增长和并购保持高速创新步伐。ServiceNow收购Moveworks、 Braze收购Offerfit、Salesforce收购Bluebirds等案例层出不穷。有机创新方面，Salesforce于2024年9月发 布Agentforce，在很大程度上定义了AI采用的下一阶段。 因此，报告认为，AI原生公司在定价和产品功能上颠覆现有SaaS领导者的难度很大。 高盛的一项案例研究显示，在呼叫中心场景下 ...

Global Market Overview - The Hang Seng Index closed at 25,177, down 0.37% for the day but up 25.51% year-to-date [1] - The S&P 500 closed at 6,449, down 0.01% for the day and up 9.65% year-to-date [1] - The Shanghai Composite Index rose by 0.85% to 3,728, with a year-to-date increase of 11.23% [1] Industry Insights - The healthcare sector showed resilience, with major life sciences companies reporting better-than-expected performance in 2Q25, leading to upward revisions in annual guidance [5][6] - The pharmaceutical industry is facing pressure on profit margins due to external factors, but major pharmaceutical companies continue to invest in R&D, indicating a stable outlook for innovation [8] - The retail sector in the U.S. demonstrated resilience with a monthly growth rate increase from 0% in the first half of the year to 0.7% in July, indicating strong consumer spending [4] Company Analysis - Tongcheng Travel reported a total revenue of RMB 4.7 billion in 2Q25, a 10% year-on-year increase, with adjusted net profit rising by 18% to RMB 775 million, exceeding expectations [8] - Xtep's sales for the first half of 2025 grew by 7% to RMB 6.8 billion, with net profit increasing by 21% to RMB 913 million, surpassing forecasts [13] - Leap Motor achieved a revenue of RMB 14.2 billion in 2Q25, a 42% quarter-on-quarter increase, marking its first positive operating profit [14] Investment Ratings - Leap Motor is rated as a "Buy" with a target price of HKD 80, reflecting a strong growth outlook driven by new model launches and expanding sales [14] - Xtep maintains a "Buy" rating with a target price of HKD 7.39, supported by robust sales performance and operational efficiency [12] - Tongcheng Travel is also rated as a "Buy," with a target price of HKD 24.00, based on its strong core business performance [8]

Salesforce plans to acquire Regrello to accelerate its efforts in agentic process automation. By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions . Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. The acquisition is expected to close in Salesforce's third fiscal quar ...