MANHATTAN, NEW YORK, UNITED STATES - 2025/09/23: Sign at the entrance to the Salesforce offices in Midtown Manhattan. (Photo by Erik McGregor/LightRocket via Getty Images)LightRocket via Getty ImagesSalesforce stock (NYSE: CRM) ought to be on your radar. Here’s why – it is presently trading within the support range ($233 – $257), prices at which it has rebounded significantly in the past. Over the past decade, the stock attracted buying interest at this level on 5 occasions and subsequently produced an aver ...

Core Insights - Diamond Hill Capital's "Select Strategy" second-quarter 2025 investor letter indicates a market rebound with US stocks rising approximately 11% as measured by the Russell 3000 Index, following a downturn at the start of April due to tariff announcements [1] - The portfolio achieved a net return of 7.31%, underperforming the Russell 3000 Index which returned 10.99% [1] - Salesforce, Inc. (NYSE:CRM) was highlighted as a key stock, with a one-month return of -4.35% and a 52-week loss of 10.45% [2][4] Company Performance - Salesforce, Inc. reported a revenue of $10.25 billion for the second quarter of 2026, marking a year-over-year increase of 10% and 9% in constant currency [4] - The stock closed at $245.10 per share on September 29, 2025, with a market capitalization of $233.335 billion [2] Investment Strategy - The company initiated two new positions in the quarter, including Salesforce, Inc. and Antero Resources Corporation, at what it considers compelling valuations [3] - Salesforce, Inc. ranks 16th among the 30 Most Popular Stocks Among Hedge Funds, with 121 hedge fund portfolios holding its stock at the end of the second quarter, down from 140 in the previous quarter [4]

Core Viewpoint - Palantir Technologies has experienced significant stock growth, rising 380% in the past year, but faces potential challenges from increasing competition, particularly from Salesforce's new unit, Missionforce, which aims to provide a cheaper alternative in the national security sector [1][5][10]. Company Overview - Palantir is a trusted partner for the U.S. government and has been rapidly expanding its commercial business, largely due to its Artificial Intelligence Platform (AIP) [1]. - The company's current market capitalization stands at $424 billion, indicating a massive valuation compared to Salesforce's $230 billion [7]. Competitive Landscape - Salesforce has launched Missionforce, targeting the national security market, which could pose a threat to Palantir by offering a more cost-effective solution [4]. - Salesforce's CEO has criticized Palantir's pricing, labeling it as "the most expensive enterprise software," suggesting that Salesforce may leverage this to attract customers [4]. Valuation Concerns - Palantir's stock trades at an extremely high price-to-earnings (P/E) ratio of nearly 600, while Salesforce's P/E is 35, indicating a significant disparity in valuation [8]. - The high valuation of Palantir raises concerns about potential corrections if growth slows, as the stock's fundamentals may not support its current price [10]. Risks from Competition - The emergence of Missionforce exemplifies the growing competitive risks Palantir faces from other data analytics companies, which could lead to price reductions and margin compression [9]. - Investors may need to reconsider purchasing Palantir's stock due to the lack of a safety margin given its high valuation and the potential for decreased earnings growth [9].

British online fashion retailer ASOS warned on Tuesday that its annual revenue would miss market expectations against the backdrop of weak consumer demand and that profit would come in at the lower en... ...

Core Insights - Salesforce Inc (NYSE:CRM) has been a focal point in discussions regarding the effectiveness of AI investments, with concerns raised about the lack of strong ROI from such investments [1] - The company's stock has experienced significant volatility, dropping over 30% since December despite reporting fundamental results that align with expectations [3] Group 1: Company Performance - Salesforce is recognized as a leading technology company providing a comprehensive suite of software products aimed at enhancing business productivity [2] - The company has undergone a transformation towards becoming a profitable, shareholder-focused enterprise, with substantial improvements in margins since management emphasized operational discipline [2] Group 2: Market Sentiment - Analysts have expressed skepticism regarding the pace of AI deployment within Salesforce, noting that the stock reached a 52-week low in August due to slower-than-expected implementation of AI initiatives [1] - There is a belief among some analysts that other AI stocks may offer better potential for higher returns with limited downside risk compared to Salesforce [3]

Group 1 - Salesforce, Inc. plans to invest $6 billion in its UK business by 2030, building on a previous $4 billion investment made in 2023 [1][2] - The investment aims to help UK and European companies transition into "Agentic Enterprises," where human and AI collaboration enhances customer success [1] - Salesforce has been operating in the UK for 25 years and is establishing London as its first AI center in 2024 [2] Group 2 - Recent acquisitions of "Convergence.ai" and "Own Company" will bolster the capabilities of the AI center, positioning Salesforce UK as an AI hub for the region [3] - New research and development teams will be established in the UK to support AI product innovation for customers across Europe [3] - Salesforce specializes in cloud-based software solutions for customer relationship management (CRM), offering a range of tools and services for various business functions [4]

Core Insights - The article emphasizes the importance of core values such as Excellence, Integrity, Transparency, and Respect for long-term success in the investment sector [1]. Group 1 - The author identifies as a full-time investor with a strong focus on the tech sector, holding a Bachelor of Commerce Degree with Distinction, majoring in Finance [1]. - The author is a lifetime member of the Beta Gamma Sigma International Business Honor Society, indicating a commitment to academic excellence [1]. - The article invites readers to provide constructive criticism and feedback to enhance the quality of future work [1].

Group 1: Salesforce Inc - Salesforce Inc continues to show strong growth in its cloud-based services, with a reported revenue increase of 25% year-over-year [1] - The company has expanded its customer base significantly, adding over 10,000 new customers in the last quarter [1] - Salesforce's focus on AI integration within its platform is expected to drive further growth and enhance customer engagement [1] Group 2: Fortinet Inc - Fortinet Inc reported a 30% increase in revenue, driven by strong demand for cybersecurity solutions [1] - The company has seen a notable rise in its subscription services, which now account for 70% of total revenue [1] - Fortinet's recent partnerships with major cloud providers are expected to enhance its market position and drive future growth [1] Group 3: CrowdStrike Holdings Inc - CrowdStrike Holdings Inc experienced a revenue growth of 40% year-over-year, reflecting the increasing need for endpoint security [1] - The company has successfully expanded its product offerings, which has contributed to a 25% increase in average revenue per user [1] - CrowdStrike's innovative approach to threat detection and response is positioning it as a leader in the cybersecurity market [1]

Analysts' sentiment and downgrades can significantly impact a stock price, helping it to correct or even sustain downtrends despite otherwise bullish indications. The main point to remember is that downgrades and price target reductions are generally based on the overall market conditions. Bearish analyst activity within a downtrend of activity will sustain a downtrend in price action, while bearish activity within an otherwise bullish market can open up significant buying opportunities.  This article focus ...

LOS ANGELES, Sept. 24, 2025 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, unveiled a series of new product announcements last week at Pantheon 2025 designed to help contractors deliver better outcomes for their businesses and their customers. The new capabilities span automation, AI, financial tools, innovations in commercial service, improvements in construction management, and the launch of a brand new CRM experience, reflecting ServiceTitan’s continued inv ...