韦德布什称赛富时为AI热潮的"长期赢家"

Core Viewpoint - Salesforce's stock rose on Thursday following the release of strong Q4 earnings, despite its full-year revenue outlook falling short of expectations [1][5]. Group 1: Earnings Performance - The company reported Q4 sales and profits that exceeded analyst expectations, driven in part by increasing demand for its AI products [2][7]. - Despite the positive earnings report, the full-year revenue outlook did not meet market expectations, leading to some analysts adjusting their target prices downward [6][8]. Group 2: Analyst Sentiment - Some analysts have lowered their target prices, but the majority maintain a bullish outlook on the stock [6][8]. - Wedbush described the recent sell-off in software stocks as "overdone" and considers Salesforce a "long-term winner" in the AI trend, although they reduced their target price from $375 to $325 [3][8]. - Goldman Sachs and Deutsche Bank, both maintaining a "buy" rating, have also lowered their target prices to $281 and $255, respectively, indicating significant upside potential for the stock [3][8]. Group 3: Stock Performance - Despite the recent uptick, Salesforce's stock has declined approximately 25% since the beginning of the year [4][9].