Core Viewpoint - Veeva Systems Inc. (NYSE: VEEV) is rated as a buy, indicating a recovery in performance despite some recent negative momentum due to uncertainty [1]. Group 1 - The company is demonstrating consistent performance recovery on a quarterly basis [1]. - The investment approach is focused on a long-term horizon, emphasizing value investing strategies [1]. - The analyst holds a beneficial long position in VEEV shares, indicating confidence in the stock's future performance [2].

Group 1: Stock Splits and Market Sentiment - Stock splits are often indicators of quality businesses, as they typically occur after significant share price appreciation, which is uncommon for poor-performing companies [1] - Meta Platforms and Salesforce have seen substantial price increases of 350% and 115% respectively over the last two years, making them candidates for stock splits in 2025 [1] - Analysts are generally bullish on both companies, with expectations of material upside [1] Group 2: Meta Platforms - Meta Platforms owns four of the seven most popular social media platforms, allowing it to collect data and target advertising effectively, making it the second-largest ad tech company globally [3] - The company reported a 19% increase in revenue to $40 billion in Q3, with a 37% increase in GAAP net income to $6.03 per diluted share [4] - AI investments have led to an 8% increase in time spent on Facebook and a 6% increase on Instagram, with Meta AI projected to become the most used AI assistant by the end of 2024 [5] - Meta's earnings are expected to grow at 15% annually through 2025, making its current valuation of 30 times earnings appear reasonable for long-term investors [6] Group 3: Salesforce - Salesforce holds a 22% market share in the CRM software market, surpassing its next four competitors combined [7] - The company reported an 8% revenue increase to $9.4 billion in Q3, with net income rising 14% to $2.41 per diluted share [9] - Salesforce launched Agentforce, an AI-powered platform that allows digital labor to operate autonomously, enhancing its competitive edge [10] - Wall Street expects Salesforce's adjusted earnings to grow at 12% annually through fiscal 2026, although its current valuation of 34 times adjusted earnings may seem high [10] - Salesforce has consistently beaten consensus earnings forecasts by an average of 4% over the last six quarters, indicating potential for future growth [11]

Company Performance - Salesforce.com closed at $326.84, reflecting a +0.7% change from the previous session, underperforming the S&P 500's gain of 0.88% and the Dow's gain of 1.24% [1] - Over the past month, Salesforce.com shares have decreased by 5.35%, while the Computer and Technology sector gained 0.37% and the S&P 500 gained 1.17% [1] Upcoming Earnings - Salesforce.com is projected to report earnings of $2.60 per share, indicating a year-over-year growth of 13.54%, with expected revenue of $10.04 billion, an 8.06% increase compared to the same quarter last year [2] - For the full year, earnings are estimated at $10.03 per share and revenue at $37.94 billion, representing changes of +22.02% and +8.84% from the prior year [3] Analyst Estimates and Valuation - Recent changes to analyst estimates for Salesforce.com suggest a positive outlook, as upward revisions typically indicate optimism about the company's business and profitability [3] - Salesforce.com currently has a Forward P/E ratio of 32.35, which is higher than the industry's average Forward P/E of 31.04 [6] - The company has a PEG ratio of 2.19, compared to the Computer - Software industry's average PEG ratio of 2.38 [7] Industry Context - The Computer - Software industry is part of the broader Computer and Technology sector, holding a Zacks Industry Rank of 157, placing it in the bottom 38% of over 250 industries [8] - Research indicates that industries in the top 50% of the Zacks Industry Rank outperform those in the bottom half by a factor of 2 to 1 [8]

Core Insights - OSYS CRM has launched a new proprietary trading management integration aimed at transforming trading operations through advanced analytics and comprehensive data management [1][3][4] Company Overview - OSYS was founded in 2015 and has become a leader in the CRM software industry, focusing on enhancing operational efficiencies across various sectors [2] - The company emphasizes innovation and customer satisfaction, providing tailored solutions that automate complex processes and offer insightful analytics [2] New Integration Features - The integration offers advanced data analytics, enabling traders to identify patterns and make data-driven decisions [4] - It simplifies asset management processes with a centralized system for monitoring trading activities [5] - Enhanced security measures are included, such as data masking, export restrictions, two-factor authentication, and IP-restricted access [9] - The platform provides 24/7 professional support, ensuring continuous operations and strategic guidance [9] - Seamless integration capabilities allow for multiple pre-integrated payment solutions and easy affiliate integration [9] Benefits for Trading Firms - The integration enhances risk management capabilities and improves decision-making with real-time analytics [9] - It increases operational efficiency through streamlined operations and integrated workflows [9] - The solution empowers trading firms with the necessary tools to thrive in a competitive market [7]

Core Insights - Salesforce has been a leader in cloud software since its founding in 1999, particularly in customer relationship management (CRM) [1] - The company is currently experiencing a slowdown in revenue growth due to the maturation of the software sector and the aftermath of the COVID-19 pandemic [2] - Salesforce has introduced Agentforce, an agentic AI tool, which is expected to drive the next stage of growth [2][4] Company Analysis - TD Cowen upgraded Salesforce from a hold to a buy and raised the price target from $380 to $400, citing a recent stock pullback as a buying opportunity [3] - There is significant interest in Agentforce among Salesforce's customer base, indicating potential for further growth [3] - Despite the fourth quarter guidance forecasting only 7%-9% revenue growth, management remains optimistic about Agentforce's potential impact on global labor and industry operations [4] Investment Outlook - With its strong position in CRM, reasonable valuation, and the potential breakthrough represented by Agentforce, Salesforce is viewed as a smart investment opportunity [5]

Core Insights - Salesforce Inc. has experienced a pullback from its all-time high of $369 in December 2024, which analysts view as an attractive entry point for investors [1][3] - As of January 17, Salesforce shares were trading at $324.56, reflecting a 12.20% decline from its December peak [2] Analyst Upgrades and Price Targets - TD Cowen upgraded Salesforce stock to 'Buy' from 'Hold,' setting a price target of $400, citing a favorable IT survey and strong market interest in its AI platform, Agentforce [3][4] - Bank of America analyst assigned a price target of $440, recognizing Salesforce's leadership in AI-driven CRM solutions [6] - Needham & Co. reiterated a $400 price target, highlighting CEO Marc Benioff's focus on AI and the adoption of Agentforce [6] Growth Drivers and Market Position - Agentforce is expected to have a minimal revenue contribution in 2025 but will significantly impact remaining performance obligations (CRPO) in the second half of the year, setting the stage for revenue acceleration in 2026 [4] - Salesforce's Data Cloud serves 25% of Fortune 100 companies, including IBM, and is integral to the company's AI strategy [5] - In Q3 of the previous year, Salesforce closed 200 paid deals for Agentforce, surpassing 1,000 paid deals by December 2024, positioning the company for long-term value in the AI-powered CRM market [7]

Core Insights - Salesforce and Cloudflare stocks are experiencing positive market reactions following upgrades to "buy" ratings from TD Cowen and Citigroup respectively [1][2] Group 1: Salesforce Inc (NYSE:CRM) - TD Cowen upgraded Salesforce stock to "buy" from "hold" and raised its price target to $400 from $380, citing a "compelling entry point" after an 8.8% pullback over the past month [1] - In premarket trading, Salesforce stock is up 2.2%, aiming to reclaim its all-time high of $369 reached on December 4 [1] - The Schaeffer's put/call open interest ratio (SOIR) for Salesforce stands at 0.99, indicating a bearish positioning among short-term options traders, higher than 84% of readings from the past year [3] Group 2: Cloudflare Inc (NYSE:NET) - Citigroup upgraded Cloudflare stock to "buy" from "neutral" and increased its price target to $145 from $95, expressing confidence in the company's fundamentals and growth potential [2] - Cloudflare stock is up 4.2% in premarket trading and is on track to open near its mid-December two-year highs, having already increased by 49% year-over-year [2] - The Schaeffer's put/call open interest ratio (SOIR) for Cloudflare is at 1.39, indicating an extreme put bias and placing it in the highest possible percentile of annual readings [3] Group 3: Options Market Insights - Options for both Salesforce and Cloudflare are attractively priced, with Salesforce's Schaeffer's Volatility Index (SVI) at 26%, ranking in the 10th percentile of its annual range, suggesting lower volatility expectations [4] - Cloudflare's SVI stands at 55%, ranking in the 21st percentile, also indicating lower volatility expectations [4]

Group 1 - Salesforce is recognized as a leading company in the Customer Relationship Management (CRM) industry [1] - The stock analysis provided by HedgeMix includes a BUY rating based on growth prospects [1] - The analysis utilizes the Discounted Cash Flow (DCF) model to evaluate cash flow generation under various business models [1]

One of the biggest themes in the stock market in 2024 was artificial intelligence (AI), which is showing signs of becoming a breakthrough technology. That said, AI still appears to be in the early innings, with 2025 still promising a lot of opportunities in the sector.Let's look at three AI stocks to buy this month.1. NvidiaNvidia (NVDA -3.00%) has arguably been the biggest winner from AI, as its revenue absolutely skyrocketed the past two years. In fiscal year 2024, ended in January of last year, its reven ...

AI and Machine Learning Industry - The growing sophistication of frontier AI systems is paving the way for truly capable "agents" that can autonomously make decisions and take actions, potentially disrupting how businesses operate [1] - The author is a DevOps Engineer for a major subsidiary of a Fortune 500 company, with deep expertise in AI tools and applications, including machine learning algorithms, model training, and deployment [1] - The author is currently pursuing advanced AWS machine learning certifications to further enhance AI and machine learning expertise [1] Author's Background and Expertise - The author is ranked 1,410 out of 30,477 financial bloggers and 2,337 out of 39,772 experts on TipRanks as of 1/9/25 [1] - The author contributes to Seeking Alpha to share AI and machine learning insights through an investment-focused lens [1]