Group 1: Company Performance - Salesforce.com closed at $287.63, down 1.21% from the previous session, underperforming the S&P 500's gain of 0.09% [1] - Over the past month, Salesforce.com shares increased by 17.75%, lagging behind the Computer and Technology sector's gain of 18.89% but outperforming the S&P 500's gain of 13.05% [1] Group 2: Upcoming Financial Results - Salesforce.com is set to announce earnings on May 28, 2025, with projected earnings of $2.54 per share, reflecting a year-over-year growth of 4.1% [2] - The consensus estimate for quarterly revenue is $9.74 billion, which represents a 6.61% increase from the previous year [2] Group 3: Full Year Projections - For the full year, earnings are projected at $11.12 per share and revenue at $40.75 billion, indicating changes of +9.02% and +7.53% respectively from the prior year [3] Group 4: Analyst Estimates and Stock Performance - Recent changes to analyst estimates for Salesforce.com can indicate optimism about the company's business outlook [3] - Empirical research shows that revisions in estimates correlate with stock price performance [4] Group 5: Zacks Rank and Valuation - Salesforce.com currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate having decreased by 0.01% in the past month [5] - The company has a Forward P/E ratio of 26.2, which is lower than the industry's average Forward P/E of 28.58 [6] - Salesforce.com has a PEG ratio of 2.06, compared to the industry's average PEG ratio of 2.41 [6] Group 6: Industry Context - The Computer - Software industry is part of the Computer and Technology sector, holding a Zacks Industry Rank of 83, placing it in the top 34% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - The article highlights four artificial intelligence (AI) stocks that investors may consider buying, emphasizing their strong market opportunities and innovative approaches in the tech industry. Group 1: Palantir Technologies - Palantir Technologies focuses on the applications and workflow layers of AI, differentiating itself by structuring data into an "ontology" to link it to real-world objects and processes [2] - The company's solutions are utilized across various industries, including mission-critical tasks for the U.S. government, positioning it as a long-term winner that can replace outdated systems [3] - A recent deal with NATO further enhances Palantir's growth prospects, indicating a robust long-term opportunity [4] Group 2: Nvidia - Nvidia is set to ship billions of dollars worth of its new Blackwell GPUs to Saudi Arabia, alleviating concerns about slowing AI infrastructure expansion [6] - The company holds over 80% market share in the GPU market, driven by its CUDA software program, which simplifies chip programming and includes AI libraries [8] - Continued strong spending on AI infrastructure will benefit Nvidia significantly [9] Group 3: Salesforce - Salesforce aims to lead in agentic AI through its Agentforce platform, integrating AI agents that automate tasks with minimal human interaction [10] - The platform features pre-built AI agents for various business functions and a marketplace with over 200 partners, expanding its use cases [11] - The consumption-based product, priced at $2 per conversation, has gained traction with over 3,000 paid deals since its launch, indicating a large growth opportunity [12] Group 4: Pinterest - Pinterest is leveraging AI to enhance user engagement and monetization, successfully transforming its platform [13] - The company developed a multimodal AI model for better user intent interpretation and personalized recommendations, including visual search capabilities [14] - With the introduction of its Performance+ solution, Pinterest aims to improve advertiser campaign performance, indicating strong long-term investment potential [15]

Group 1 - Salesforce plans to acquire Convergence.ai to enhance its AI agent platform, Agentforce, with the acquisition expected to close in Q2 of fiscal year 2026 [1] - Convergence's technology allows AI agents to navigate dynamic interfaces and adapt in real time, which is crucial for managing web-based workflows and multi-step processes [2] - The talent from Convergence is anticipated to contribute to deep research, task automation, and industry-specific solutions, furthering Salesforce's AI roadmap [3] Group 2 - Convergence aims to transform automation from a mere tool into a fundamental way of working, enhancing innovation and efficiency [4] - Salesforce's Data Cloud generated $900 million in revenue for the fiscal year ending January 31, marking a 120% year-over-year increase [5] - Salesforce utilizes AI agents to assist customers with inquiries, achieving a resolution rate of 97% for cases [5]

Core Viewpoint - Salesforce, Inc. (CRM) has experienced a significant share price increase of 13.5% over the past month, outperforming the broader Zacks Computer and Technology sector which gained 11.3% during the same period [1][3]. Market Dynamics - The recent rally in Salesforce's stock is attributed to broader market optimism stemming from progress in U.S.-China trade negotiations, which have improved investor sentiment since late April [3][5]. - A recent trade deal between the U.S. and China has led to a temporary reduction in tariffs, with the U.S. lowering tariffs on Chinese imports from 145% to 30%, and China reducing duties on U.S. imports from 125% to 10% for 90 days [4][5]. Competitive Position - Salesforce remains the leading company in the customer relationship management (CRM) software market, holding the largest market share according to Gartner's rankings, and is expected to maintain this dominance [7]. - The company has developed a comprehensive ecosystem that integrates across enterprise applications, with strategic acquisitions like Slack and Own Company aimed at expanding its reach into enterprise collaboration, data security, and AI-driven automation [8]. Growth Drivers - AI is a crucial component of Salesforce's growth strategy, with the launch of Einstein GPT in 2023 embedding generative AI capabilities across its platform, enhancing customer interactions and workflow automation [9]. - Global spending on generative AI is projected to reach $644 billion by 2025, representing a 76.4% year-over-year increase, with enterprise software expected to grow even faster at 93.9% [10]. Valuation - Despite the recent stock rally, Salesforce shares are trading at a forward 12-month price-to-earnings (P/E) multiple of 25.24X, which is below the industry average of 31.77X, indicating a reasonable valuation [11]. Sales Growth Concerns - Salesforce is facing challenges with slowing revenue growth, which has decreased from double-digit rates to single-digit increases in recent quarters, reflecting cautious enterprise spending amid economic uncertainty [13]. - Analysts expect mid-to-high single-digit growth for fiscal years 2026 and 2027, indicating a shift in enterprise behavior towards smaller projects rather than large-scale transformations [13][15]. Conclusion - Salesforce is positioned as a dominant player in enterprise software with strong AI capabilities and a reasonable valuation, supported by long-term trends in AI adoption and digital transformation [16]. - Although there are concerns regarding slowing sales growth, the company is anticipated to recover strongly once macroeconomic conditions improve, making it advisable for long-term investors to hold the stock [16][17].

BofA Securities analyst Brad Sills maintained a Buy rating on Salesforce, Inc CRM with a price target of $350 on Monday.Salesforce Sales Cloud is the company’s flagship offering, generating estimated subscription revenue of $7.9 billion in fiscal 2026. It is growing at an estimated 9% growth rate (constant currency), keeping pace with Sills’ estimate for total company subscription revenue.Over the years, Salesforce has expanded its offering from front office applications (both organically and inorganically) ...

Core Viewpoint - Salesforce is positioned as the better investment choice compared to Oracle, driven by its accelerated growth in AI, unified platform strategy, and superior profitability growth prospects [19]. Group 1: Company Overview - Salesforce and Oracle are major players in the cloud enterprise software market, offering platforms for customer relationship management, enterprise resource planning, database management, and AI-powered solutions [1][2]. - Both companies have significantly transformed business operations, customer relationships, and data management [2]. Group 2: Salesforce Analysis - Salesforce is the leader in the customer relationship management software market, consistently outperforming competitors like Microsoft and Oracle [3]. - The company has expanded its ecosystem through acquisitions, including Slack and Zoomin, to enhance its offerings beyond CRM into collaboration, data security, and AI automation [4]. - AI is central to Salesforce's growth strategy, with the launch of Einstein GPT in 2023 embedding generative AI capabilities across its platform [5]. - Salesforce's AI and Data Cloud revenues grew 120% year-over-year in fiscal 2025, with over 3,000 paid Agentforce deals closed within 90 days of launch [6]. - Despite a slowdown in overall revenue growth to 7.5% year-over-year in Q4 fiscal 2025 due to macroeconomic factors, adjusted earnings per share increased by 21.4%, indicating effective cost management [7]. Group 3: Oracle Analysis - Oracle's cloud infrastructure business saw a 49% year-over-year revenue growth in Q3 fiscal 2025, with demand for AI training GPUs increasing by 244% [8]. - The company launched AI Agent Studio to help businesses create and manage AI agents, building on existing AI capabilities in its Fusion Applications [9]. - Oracle's multi-cloud strategy is expanding, with its Database@Azure service growing 92% in Q3, indicating successful partnerships with major tech companies [10]. - However, Oracle faces challenges with rising capital expenditures, projected at $16 billion for the fiscal year, and supply chain delays affecting cloud capacity expansion [11][12]. - Overall revenue growth for Oracle was modest at 6.4% year-over-year in Q3, with non-GAAP EPS increasing by only 4.3%, missing consensus estimates [13]. Group 4: Earnings Estimates Comparison - Salesforce has a better earnings surprise history, surpassing consensus estimates three times in the last four quarters with an average surprise of 4.4% [14]. - In contrast, Oracle missed consensus estimates three times in the same period, with an average surprise of only 0.8% [16]. - Analysts are more optimistic about Salesforce's profitability, with its long-term expected earnings growth at 12.7%, compared to Oracle's 9.7% [18].

Group 1 - Salesforce (NYSE: CRM) has experienced a decline in stock price, reflecting a broader downturn in the tech sector [1] - The company's growth rates have begun to decelerate, indicating a potential end to the previously strong AI-driven growth narrative [1] - There is skepticism regarding the sustainability of investor confidence in Salesforce amidst these changes [1] Group 2 - The article highlights the investment strategy of Julian Lin, who focuses on identifying undervalued companies with long-term growth potential [1] - Lin emphasizes the importance of strong balance sheets and effective management teams in sectors with extended growth opportunities [1]

Salesforce’s NYSE: CRM stock price corrected more than 35% from its high to its low in Q2 2025 and could certainly move lower, but is unlikely to do so. The stock price reset is primarily due to fears of a slowdown in the global economy, compounded by analyst price target adjustments, and factoring in the worst of a worst-case scenario. The critical takeaways are that this fundamentally sound software business is viewed as one of the most resilient in a downturn, generates robust cash flow, and pays its sha ...

NEW YORK, April 22, 2025 (GLOBE NEWSWIRE) -- LexisNexis® Legal & Professional, a leading global provider of legal, regulatory, and business information and analytics, today announced the launch of the InterAction+™ Cloud API and the expansion of the InterAction+ Partner Network. This development broadens integration options for clients, providing increased access to tools, technology, and data sources that drive transparency, automation, and growth. The InterAction+ Cloud API solution provides organizations ...

So far, 2025 has proven to be a terrible year in the stock markets, and nearly all of it has to do with the economic fallouts of the start of President Trump's second term in the White House: tariff escalations, a possible coming recession, andWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regula ...