Core Insights - Investors often avoid stocks around earnings announcements due to high volatility, but post-earnings, opportunities arise as volatility decreases [1][2] Group 1: eBay Inc. (NASDAQ: EBAY) - eBay's stock experienced a decline of up to 9.5% following its latest quarterly earnings, leading to concerns about performance expectations [3][5] - Analysts from Benchmark reiterated a Buy rating and raised their valuation target for eBay from $65 to $75 per share, indicating a potential upside of 20% [4][5] - Institutional investors, such as Ameriprise Financial, increased their holdings in eBay by 12.4%, bringing their total position to $1.8 billion, reflecting bullish sentiment [6] Group 2: Snowflake Inc. (NYSE: SNOW) - Snowflake's 12-month stock price forecast is set at $202.92, suggesting a 14.8% upside, supported by a moderate Buy rating from analysts [7][8] - The increasing reliance on cloud-based services as the global economy digitizes justifies the premium valuation of Snowflake's stock [9] - UBS Asset Management Americas raised their holdings in Snowflake by 16.4%, increasing their net position to $347.9 million, indicating positive investor sentiment [10] Group 3: Salesforce Inc. (NYSE: CRM) - Salesforce's stock forecast indicates a potential upside of 22.74%, with a target price of $365.32, supported by a moderate Buy rating from analysts [11] - Analysts from Canaccord Genuity Group have set a new valuation target of $400 per share for Salesforce, suggesting a 36% upside from current trading levels [12] - A 2.5% decline in Salesforce's short interest over the past month indicates a shift in sentiment towards bullishness, aligning with positive fundamental and technical factors [13]

2025年3月3日 招商银行国际全球市场 | 股票研究 | 公司更新 2025财年第四季度（4QFY25）的结果与共识预期基本一致。 2025财年第 四季度，cRPO同比增长9%（按固定汇率计算同比增长11%），符合管理 层的指导。从部门来看，4QFY25销售/服务/平台及其他/市场营销和商务/集 成与云分析收入分别同比增长8%、8%、12%、7%、5%。多云势头持续， 4QFY25前100笔交易的平均每笔交易包含6种云服务。行业云也取得了稳 健的表现，年度经常性收入（ARR）同比增长20%，达到57亿美元。对于2 026财年第一季度，管理层预计总营收同比增长6%-7%至97.1-97.6亿美元 ，cRPO同比增长10%。 预计数据云与人工智能在财年26E中将持续强劲的动力。 数据云与人工智 能年度经常性收入在4QFY25达到9亿美元，同比增长120%。自2024年10月推 出以来，Agentforce已积累超过3000名付费客户。该人工智能解决方案还推动 了其核心产品和数据云产品的交叉销售。50%的《财富》100强公司既是Salesf orce的数据云与人工智能客户。4QFY25的前10笔大单中均包含数据云 ...

3 Mar 2025 CMB International Global Markets | Equity Research | Company Update Salesforce (CRM US) Conservative guidance weighs on sentiment; strong Data Cloud & AI momentum Salesforce reported 4QFY25 results: total revenue grew by 9% YoY in constant currency to US$10.0bn, in line with Bloomberg consensus estimate; non-GAAP net income was up by 20% YoY to US$2.7bn, 6% ahead of consensus estimate thanks to enhanced operating efficiency. For FY26E, management guided total revenue of US$40.5-40.9bn (+7-8% YoY ...

Core Viewpoint - Salesforce reported solid results for its fiscal 2025 fourth quarter and is focusing on agentic AI as a key growth driver, despite a challenging start to 2025 for its stock [1][2] Group 1: Financial Performance - Salesforce's revenue increased by 8% year over year to $10 billion, aligning with its guidance range [6] - Adjusted earnings per share (EPS) rose by 21% to $2.78, with free cash flow generated during the quarter amounting to $3.8 billion [7] - Current remaining performance obligations (cRPOs) grew by 10% year over year to $30.2 billion, indicating a positive revenue outlook [7] Group 2: Agentic AI and Product Development - The company introduced Agentforce, an agentic AI solution, which has gained traction with 5,000 deals closed, including 3,000 paid deals [2][3] - Agentforce offers various out-of-the-box AI agents for tasks in customer service, HR, and technical support, and allows customers to create custom agents using low-code and no-code tools [3][4] - The product is consumption-based, costing $2 per interaction, aimed at enhancing productivity and efficiency [4] Group 3: Partnerships and Ecosystem - Salesforce's partnership network has been instrumental, with half of Agentforce sales and 70% of activations coming from this ecosystem [5] - The company has 127,000 system-integrated employees trained on Agentforce and over 1,000 technology partners involved in building and selling agents [5] Group 4: Future Guidance - For fiscal 2026, Salesforce forecasts revenue growth of 7% to 8%, projecting total revenue between $40.5 billion and $40.9 billion [8] - The company anticipates subscription and support revenue to grow by about 8.5% and expects fiscal Q1 revenue growth of 6% to 7% year over year [8][9] Group 5: Valuation and Market Position - Salesforce trades at a forward price-to-sales multiple of under 7 and a forward price-to-earnings (P/E) ratio under 27, with a price/earnings-to-growth (PEG) ratio of 0.5, indicating potential undervaluation [10] - The valuation is considered attractive if Agentforce can accelerate revenue growth, with conservative guidance suggesting a good chance of exceeding expectations throughout the year [11]

Salesforce, Inc. (NYSE: CRM ) is a good company and fits the standards of companies that I tend to like a lot: wide moats, solid fundamentals, very reliable growth, and characteristics that allow the compounder status.Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!An ...

Core Insights - The article discusses Salesforce's (NYSE: CRM) Q3 performance and evaluates the potential of its AI offering, Agentforce, for long-term growth [1]. Group 1 - Salesforce's recent performance was analyzed, focusing on its Q3 results [1]. - The potential of Agentforce, Salesforce's latest AI offering, is explored in terms of its long-term growth prospects [1].

With Q4 2024 earnings reporting about wrapped up, the trends remain positive, although the outlook for 2025 earnings growth has dimmed. Stocks in leadership positions have begun to regain traction following respective price dips, suggesting the uptrend in the S&P 500 will continue if at a less robust pace than in 2024. This looks at five stocks poised for gains this year that investors should have on their watchlists for buying opportunities in March because they can outperform their peers and the broad mar ...

Core Viewpoint - Salesforce's stock price is expected to rebound to new highs by 2025 due to a solid growth trajectory and low valuation, with a fair price tag at approximately 28 times the 2026 outlook, but this does not account for anticipated growth by 2030 [1] Financial Performance - Salesforce reported a revenue growth of 7.5% to $9.99 billion, missing consensus estimates by $50 million, driven by subscription and support revenue streams [4] - Operating cash flow increased by 28% and free cash flow by 31%, indicating strong financial health expected to continue into 2025 [4][6] - The adjusted operating margin is projected to widen, supporting the financial outlook [6] Market Position and Strategy - The company is experiencing strength in its new Data Cloud and Agentforce segments, driven by large client growth and cross-selling opportunities [2] - Businesses are increasingly relying on data-driven insights and AI automation, areas where Salesforce excels [3] Analyst Insights - Analysts have trimmed price targets in response to Salesforce's cautious guidance, but the consensus still forecasts a 20% upside for the stock [8] - Despite mixed responses to guidance, analysts believe Salesforce's AI strategy remains on track, with a prudent approach to scaling [9] Stock Forecast - The 12-month stock price forecast for Salesforce is $365.32, representing a 23.92% upside based on 42 analyst ratings [5] - The company is expected to sustain annual distribution increases due to a low payout ratio and robust cash flow [7]

I downgraded Salesforce, Inc. (NYSE: CRM ) to a “Sell” rating in May 2024, discussing its slowdown in current remaining performance obligation ((cPRO)) growth. While Salesforce’s Data Cloud & AI generated $900 million in annual recurring revenue, the business is still in the infant stage and only presentsAnalyst’s Disclosure: I/we have a beneficial long position in the shares of CRM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...