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Is Symbotic Beating Competitors?
Forbes· 2025-11-26 15:10
Warehouse automation company Symbotic‘s (SYM) stock has has more than doubled over the last year, greatly surpassing competitors GGG and GHM as of November 25, 2025. They spiked by close to 40% on Tuesday following a deal with Medline, a medical supplier. Until now, the company was tied heavily to Walmart, making the story risky and dependent on one customer’s spending. The Medline deal changes that, coming as the first real sign that Symbotic can win big, complex clients outside grocery and retail. Investo ...
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Forbes· 2025-11-25 17:05
Forbes Contributor Bernard Marr shares his projections for business trends in 2026. From AI automation to cybersecurity, here are the main areas to look toward next year.Read more: https://t.co/PUA1YnFyYz https://t.co/DB4WRY6yqZ ...
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Forbes· 2025-11-24 17:01
Forbes Contributor Bernard Marr shares his projections for business trends in 2026. From AI automation to cybersecurity, here are the main areas to look toward next year.Read more: https://t.co/hrXMb1oDp9 https://t.co/9R0RJKU2op ...
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Forbes· 2025-11-23 23:30
Forbes Contributor Bernard Marr shares his projections for business trends in 2026. From AI automation to cybersecurity, here are the main areas to look toward next year.Read more: https://t.co/PUA1YnFyYz https://t.co/ohyObvJQWm ...
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Forbes· 2025-11-22 20:30
Forbes Contributor Bernard Marr shares his projections for business trends in 2026. From AI automation to cybersecurity, here are the main areas to look toward next year.Read more: https://t.co/PUA1YnFyYz https://t.co/xWcu68tjmC ...
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Forbes· 2025-11-21 21:10
Forbes Contributor Bernard Marr shares his projections for business trends in 2026. From AI automation to cybersecurity, here are the main areas to look toward next year.Read more: https://t.co/PUA1YnFyYz https://t.co/tv9uPwknos ...
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Forbes· 2025-11-18 18:06
Forbes Contributor Bernard Marr shares his projections for business trends in 2026. From AI automation to cybersecurity, here are the main areas to look toward next year.Read more: https://t.co/PUA1YnFyYz https://t.co/mVmhSFQhPV ...
Salesforce Bets on Agentforce 360: Will it Spark the Next Growth Leg?
ZACKS· 2025-10-15 15:02
Core Insights - Salesforce has launched the Agentforce 360 platform, aiming to unify human and AI workflows across various business functions, marking a significant step in its AI strategy [1] - The platform builds on previous Agentforce releases and integrates core products like Data Cloud, Customer 360, and Slack into a single AI-driven system [1] Adoption and Growth - In Q2 of fiscal 2026, there was a 60% increase in customers transitioning from pilot projects to full production, with notable enterprises like FedEx, Reddit, and Under Armour leveraging Agentforce for improved operations and sales engagement [2] - Annual recurring revenues from AI and Data Cloud reached $1.2 billion, reflecting a 120% year-over-year increase, indicating strong adoption and growth potential [3] Pricing and Revenue Model - Salesforce introduced a new pricing model called flex credits, which now accounts for approximately 80% of Agentforce bookings, enhancing the scalability of recurring revenues [3] - This pricing strategy is expected to support Salesforce's top-line growth over time [3] Future Outlook - Sustained adoption of Agentforce could signal the beginning of a new growth cycle for Salesforce, with Zacks Consensus Estimates projecting revenue increases of 8.8% and 9.0% for fiscal 2026 and 2027, respectively [4] Competitive Landscape - Competitors like Microsoft and ServiceNow are also advancing AI automation in the enterprise market, with Microsoft integrating AI features into Dynamics 365 and ServiceNow deploying industry-specific AI tools [5][6] Valuation Metrics - Salesforce shares have declined by 28.1% year-to-date, contrasting with a 20.6% growth in the Zacks Computer – Software industry [7] - The company trades at a forward price-to-earnings ratio of 20.28, significantly lower than the industry average of 33.22 [10] Earnings Estimates - The Zacks Consensus Estimate for Salesforce's fiscal 2026 and 2027 earnings suggests year-over-year increases of approximately 11.3% and 11.5%, respectively, with recent revisions indicating upward adjustments for fiscal 2026 and downward for fiscal 2027 [13]
Esker Recognized in The Hackett Group® Digital World Class® Matrix for Cash Application Software
Businesswire· 2025-09-29 14:00
Core Insights - Esker has been recognized in The Hackett Group® Digital World Class® Matrix for Cash Application Software, distinguishing itself as a Top Performer across 10 criteria [1] Company Summary - Esker is identified as a leading AI Automation Suite specifically designed for the Office of the CFO [1] - The recognition highlights Esker's competitive edge in the cash application software market, setting it apart from other vendors [1] Industry Summary - The Cash Application Software Digital World Class® Matrix evaluates 15 leading software vendors, emphasizing their impact on the customer-to-cash process [1]
ROBO: Pick In Robotic Automation, But Consider It Alongside These AI-Focused ETFs (ROBO)
Seeking Alpha· 2025-09-17 14:00
Group 1 - The Robo Global® Robotics and Automation Index ETF (NYSEARCA: ROBO) has an Assets Under Management (AUM) of $1.13 billion, positioning it as one of the larger thematic ETFs in the AI automation and robotics sector [1] - The ETF focuses on companies involved in robotics and automation, indicating a growing interest and investment in this technology-driven market [1] Group 2 - The article does not provide any specific investment recommendations or advice regarding the suitability of investments for particular investors [2][3] - There is no indication of any stock or derivative positions held by the author in the companies mentioned, ensuring an unbiased perspective [2]