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.Shares of this customer-management software developer have returned -18.8% over the past month versus the Zacks S&P 500 composite's -0.8% change. The Zacks Internet - Software industry, to which Salesforce belongs, has lost 3.7% over this period. Now the key question is: Where could the stock be headed in the near ...

Group 1 - Salesforce (CRM) is affected by the recent "SaaSpocalypse," which has been highlighted in the market due to significant sell-offs [1] - The term "SaaSpocalypse" gained traction on February 3rd and 4th, coinciding with a major market downturn triggered by external factors [1] Group 2 - The focus on sustained profitability is emphasized, highlighting the importance of strong margins, stable free cash flow, and high returns on invested capital as key drivers of returns [1] - The article reflects a long-term investment perspective, particularly in U.S. and European equities, with an emphasis on undervalued growth stocks and high-quality dividend growers [1]

3. 甲骨文(ORCL.US)在其关键的 450 亿至 500 亿美元融资中取得了强劲的初步成功。 智通财经APP获悉，Wedbush重点介绍了阻止科技股下滑和人工智能"幽灵交易"带来的不利影响的十大 因素。 由Dan Ives领导的分析师团队表示："如今，'人工智能威胁到所有行业……软件行业首当其冲，被视为 头号敌人'的说法在市场上甚嚣尘上。人工智能一直是科技和软件行业，尤其是那些对未知事物感到恐 惧的人的通病。对于看涨者来说，这就像是在与幽灵搏斗，而仅今年一年，人工智能的资本支出就接近 7000亿美元……人们担心人工智能初创公司会成为科技行业的噩梦。" 分析师补充说，人工智能技术行业正处于一个不稳定的十字路口，现在是科技领军企业发挥领导作用的 时候了。 Wedbush分析师们列出了他们认为最能推动科技人工智能交易走高的十大科技新闻： 1. OpenAI完成 1000 亿美元的融资，平息了外界的喧嚣。 2. 英伟达(NVDA.US)首席执行官黄仁勋在下周的电话会议上重申人工智能芯片的巨大需求轨迹，并超 过华尔街的预期。英伟达计划于2月25日公布其第四财季业绩。 4.赛富时(CRM.US)公布的收益/业绩指引 ...

Core Insights - Salesforce (CRM) is set to release its fourth-quarter fiscal 2026 results on February 25, with expected revenues between $11.13 billion and $11.23 billion, indicating an 11.7% increase year-over-year [1] - The company anticipates non-GAAP earnings per share (EPS) in the range of $3.02 to $3.04, reflecting a 9% increase from the previous year [2] Revenue and Earnings Expectations - The consensus estimate for fourth-quarter revenues is $11.17 billion, while the consensus for non-GAAP EPS remains at $3.03 [1][2] - Salesforce has consistently beaten the Zacks Consensus Estimate in the past four quarters, with an average surprise of 6.9% [3] Factors Influencing Q4 Results - Salesforce's strong positioning is attributed to its focus on digital transformation and cloud solutions, which align with global business needs [6] - The demand for generative AI-enabled cloud solutions has significantly contributed to revenue growth, enhancing customer engagement and competitive positioning [7] - The company's expansion in key geographic markets and the public sector has unlocked new growth opportunities [8] Strategic Initiatives - Recent acquisitions, including Waii, Convergence.ai, and Zoomin, have enhanced Salesforce's capabilities and diversified its revenue base, likely driving higher subscription revenues [10] - Ongoing cost restructuring initiatives have improved profitability, with a non-GAAP operating margin increase of 240 basis points to 35.5% in the third quarter [11] Stock Performance and Valuation - Over the past year, Salesforce's shares have declined by 40.2%, underperforming the Zacks Computer – Software industry, which saw an 11.3% decline [12] - The stock is currently trading at a forward 12-month P/E of 14.17X, significantly lower than the industry average of 27.7X, indicating a potential investment opportunity [15][19] Investment Thesis - Salesforce maintains its leadership in the customer relationship management market and is evolving into a broader enterprise platform focused on AI, data, and collaboration [20] - The introduction of AI initiatives, such as Einstein GPT and Agentforce, has solidified its competitive edge, with Agentforce generating $540 million in recurring revenues, a 330% year-over-year increase [21][22] - The combination of strong market positioning, aggressive AI expansion, and lower valuation multiples suggests that Salesforce is a solid investment option [23]

格隆汇2月20日｜加拿大蒙特利尔银行将赛富时的目标价从275美元下调至235美元。 ...

The stock market can’t make up its mind.On one hand, it is fretting over the hundreds of billions of dollars being spent on artificial intelligence (AI) infrastructure. Tech giants such as Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), and Microsoft (NASDAQ: MSFT) have collectively earmarked over US$600 billion in capital expenditure for 2026 alone, a figure that comfortably surpasses Singapore’s entire GDP.Investors are asking: will all this spending ever pay off?On the oth ...

An updated edition of the December 30, 2025, article.Founders possess a unique ability to shape their companies from inception, much like a parent nurturing a child’s development. Guided by a compelling vision and unwavering dedication, they are often willing to embrace uncertainty, take calculated risks and pursue unconventional strategies that traditional executives might avoid. Founder-led organizations frequently reflect the personal values, philosophies and long-term aspirations of their creators, evol ...

The last week of February features plenty of key earnings reports, as well as some delayed economic data and speeches from several Federal Reserve officials. Wall Street will also be eyeing key inflation data in the form of the the producer price index (PPI) for January.On the earnings front, Domino's Pizza (DPZ), C3.ai (AI), CoreWeave (CRWV), Dell Technologies (DELL), Hims & Hers Health (HIMS), Home Depot (HD), IonQ (IONQ), Lucid Group (LCID), Lowe's (LOW), HP (HPQ) Mosaic (MOS), MP Materials (MP), Nvidia  ...

Group 1: Company Performance - Salesforce (CRM) shares fell 29.1% year-to-date, underperforming the Dow by 32.5 percentage points, despite reporting Q3 fiscal 2026 revenue of $10.26 billion and raising full-year guidance to $41.45 billion to $41.55 billion [1][2] - Microsoft (MSFT) experienced a 17.4% decline in stock price, lagging the Dow by 20.8 percentage points, even after reporting Q2 revenue of $81.3 billion, a 17% year-over-year increase, and Azure growth of 39% [1][2] - UnitedHealth (UNH) saw a 12.7% drop in stock value, trailing the Dow by 16.1 percentage points, with Q4 2025 revenue of $113.22 billion missing estimates and operating income plummeting 95% to $380 million [1][2] Group 2: Market Sentiment and Trends - The divergence in performance between these companies and the Dow reflects a broader market sentiment where fundamentals alone do not drive returns, as investors reassess structural assumptions regarding AI, healthcare regulations, and capital expenditures [2] - Concerns over AI's impact on traditional software demand have led to a sell-off in software stocks, with Salesforce's valuation being questioned despite a projected 14.7% growth in business software spending in 2026 [1][2] - Microsoft's significant capital expenditures of $29.9 billion in Q2, up 89% year-over-year, raised investor concerns about whether this would translate into expected growth rates, contributing to stock price declines [1][2] Group 3: Financial Metrics - Salesforce's revenue grew 8.6% year-over-year, but shares dropped from $264.91 to $187.79 between December 31, 2025, and February 18, 2026 [1] - Microsoft reported a free cash flow decline of 9.3% despite strong operating cash flow growth, indicating potential challenges in maintaining profitability amid high capital expenditures [1] - UnitedHealth's net income fell to $10 million, down 99.8% year-over-year, highlighting the fragility of its Medicare Advantage model amid regulatory pressures and increased medical costs [1][2]

Core Viewpoint - Salesforce (CRM) has experienced significant selling pressure, resulting in a 15.3% decline in stock price over the past four weeks, but analysts anticipate better-than-expected earnings in the near future [1] Group 1: Technical Analysis - The Relative Strength Index (RSI) is utilized to determine if a stock is oversold, with a reading below 30 indicating oversold conditions [2] - CRM's current RSI reading is 29.64, suggesting that the heavy selling may be exhausting itself and a trend reversal could be imminent [5] - RSI serves as a momentum oscillator that helps identify potential price reversals, indicating that investors may seek entry points for a rebound [3] Group 2: Fundamental Analysis - Analysts have raised earnings estimates for CRM, leading to a 0% increase in the consensus EPS estimate over the last 30 days, which typically correlates with price appreciation [7] - CRM holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, indicating a strong potential for a turnaround [8]