We recently published 14 Stocks on Jim Cramer’s Radar.  Salesforce, Inc. (NYSE:CRM) is one of the stocks on Jim Cramer's radar. Salesforce, Inc. (NYSE:CRM) is an enterprise software company that provides customer relationship management software products and services. The shares are down by 33% over the past year and by 9.6% year-to-date. Barclays discussed Salesforce, Inc. (NYSE:CRM)’s share in January as it raised the share price target to $338 from $330 and kept an Overweight rating, according to The F ...

Company Updates - ASML Holding plans to cut approximately 1,700 jobs, primarily in technology and IT, representing about 4% of its workforce [5][6] - The job reductions will mainly occur in the Netherlands, with some in the U.S., affecting management and leadership roles [6] - ASML reported record Q4 bookings of €13.2 billion, significantly exceeding the average analyst estimate of €6.85 billion, and total net sales for 2025 reached €32.7 billion, a 16% increase from 2024 [7] - ASML anticipates total net sales for 2026 to be between €34 billion and €39 billion, higher than previous guidance [7] Industry Developments - C3.ai's stock rose by 16% following reports of a potential merger with Automation Anywhere, which would involve Automation Anywhere acquiring C3.ai and going public [8] - C3.ai has faced a nearly 62% decline in share price over the past year due to worsening financial performance and uncertainty regarding its strategy and leadership [8] - Amazon is shifting its grocery strategy by closing Amazon Fresh and Amazon Go stores to focus on expanding its Whole Foods Market brand, with plans to open over 100 new stores and enhance same-day delivery services by 2026 [10][11]

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q4 2025 investor letter. A copy of the letter can be downloaded here. In Q4 2025, the Polen Focus Growth strategy delivered a -1.37% gross return, underperforming the Russell 1000 Growth Index (+1.12%) and the S&P 500 (+2.66%), as concentrated mega‑cap leadership and AI valuation concerns drove market volatility. The fund faced headwinds from market rotation and valuation pressures but remained disciplined in its investment approach, fo ...

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q4 2025 investor letter. A copy of the letter can be downloaded here. In Q4 2025, the Polen Focus Growth strategy delivered a -1.37% gross return, underperforming the Russell 1000 Growth Index (+1.12%) and the S&P 500 (+2.66%), as concentrated mega‑cap leadership and AI valuation concerns drove market volatility. The fund faced headwinds from market rotation and valuation pressures but remained disciplined in its investment approach, fo ...

Financial Data and Key Metrics Changes - In Q4 2025, total revenue increased by 6% to $270 million, with full-year revenue totaling $1.08 billion, up 4% [21][22] - Adjusted earnings per diluted share increased by 3% to $1.21, while GAAP earnings per share increased by 12% to $0.86 [23] - RPO (Remaining Performance Obligations) increased by 25% to $2.2 billion, reflecting strong new logo momentum [22][24] - Operating cash flow increased by 40% to $147 million in Q4, with a free cash flow margin of 52.7% [24] Business Line Data and Key Metrics Changes - Q4 cloud revenue totaled $109 million, up 20%, contributing to a full-year cloud revenue increase of 21% to $408 million [22][24] - Services revenue in Q4 was $120 million, returning to growth earlier than expected, while full-year services revenue declined by 4% to $503 million [22][23] - Competitive win rates remained over 70%, with more than 75% of new cloud bookings generated from net new logos [9][22] Market Data and Key Metrics Changes - The company reported strong performance across various sectors, including retail, grocery, food distribution, life sciences, and technology [10][11] - New logos represented over 55% of new cloud bookings in 2025, indicating a healthy market presence [9][22] Company Strategy and Development Direction - The company aims to leverage its strengths in cloud solutions and AI capabilities to drive growth, with a focus on faster implementation and customer satisfaction [5][12] - Strategic investments in sales and marketing, along with key hires, are expected to enhance growth and operational effectiveness [6][8] - The introduction of AI agents and the Agent Foundry is a significant part of the company's strategy to provide innovative solutions to customers [12][16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, citing strong fundamentals and a robust pipeline for 2026 [31] - The company anticipates continued growth in cloud revenue and a focus on expanding its customer base through cross-selling and converting on-premise customers to the cloud [12][30] - Management acknowledged the potential impact of the global macro environment on performance but remains optimistic about future prospects [3][4] Other Important Information - The company introduced a new metric, ramped ARR (Annual Recurring Revenue), which exceeded $600 million, up 23% year-over-year [10][21] - The board approved a replenishment of the $100 million share repurchase authority, reflecting confidence in the company's financial position [25] Q&A Session Summary Question: Progress on cloud migrations and fast renewals - Management reported early success in converting on-prem customers to cloud solutions and building a strong pipeline for 2026 [33][34] Question: Implementation times and time to value - Management indicated good progress in accelerating implementation times and closing deals as fixed-fee, fixed-timeline agreements [35][36] Question: RPO strength and deal timing - Management highlighted that Q4 strength came from a variety of products and deal types, contributing to confidence in the pipeline for 2026 [38][39] Question: Renewals and growth expectations - Management clarified that the expected 18%-20% contribution from renewals in 2026 reflects a conservative approach to deal durations [41][42] Question: Services business outlook - Management expressed confidence in the services business, driven by strong bookings growth and the introduction of agentic AI [43][60] Question: New bookings and migration pace - Management noted that new bookings include new logos, expansion within existing accounts, and conversions from on-prem to cloud, with a focus on market share growth [46][47] Question: Customer liquidation headwind - Management confirmed a $1.3 million headwind in Q4 due to customer liquidation, which is now accounted for in future projections [58]

Core Insights - Oracle's stock has experienced significant volatility, with a notable rally driven by cloud infrastructure and AI enthusiasm, followed by a substantial decline as market reassesses growth expectations and capital demands [1][6][8] Company Overview - Oracle, founded in 1977 and headquartered in Austin, Texas, is a global leader in enterprise information technology with a market capitalization of approximately $509 billion [3] - The company is recognized for its Oracle Database and autonomous systems, which are essential for businesses globally, and offers a wide range of cloud-based applications [3] Financial Performance - In Q2 fiscal 2026, Oracle reported total revenue of $16.1 billion, a 14% year-over-year increase, with cloud revenue rising 34% to $8 billion and cloud infrastructure revenue surging 68% [14] - Non-GAAP EPS increased by 54% year-over-year to $2.26, exceeding expectations, while the backlog of remaining performance obligations (RPO) reached $523 billion, up 438% year-over-year [15] Investment and Capital Expenditure - Oracle raised $18 billion in debt to fund new data center construction, pushing total debt above $100 billion, and expects capital expenditures to reach about $50 billion in fiscal 2026 [9][18] - The company is heavily investing in infrastructure to support its cloud expansion, with capital expenditures jumping to approximately $12 billion in Q2 [17] Analyst Perspectives - Morgan Stanley has cut Oracle's price target by 33% to $213, citing concerns over the sustainability of growth and the heavy capital requirements associated with infrastructure expansion [4][20] - Analysts expect Oracle's cash capital expenditures to be around $275 billion between fiscal 2026 and 2028, which could increase adjusted debt significantly and raise balance-sheet risk [22] Market Sentiment - Despite recent declines, Oracle's backlog remains substantial, with $426 billion in contracted commitments, providing visibility, although a significant portion is tied to large infrastructure contracts, introducing concentration risk [23] - The consensus rating for Oracle is "Moderate Buy," with a majority of analysts optimistic about the stock's potential, indicating a consensus price target of $304.03, suggesting a 66.6% upside [24]

Core Insights - Salesforce, Inc. and Adobe Inc. are prominent players in the enterprise software sector, focusing on productivity, customer engagement, and digital transformation [1][2] Salesforce Stock Analysis - Salesforce maintains its leadership in the customer relationship management market and is expanding into a broader ecosystem centered on AI, data, and collaboration through acquisitions [3] - The integration of generative AI, particularly with the rollout of Einstein GPT, is pivotal for Salesforce's growth, enhancing automation and decision-making for businesses [4] - The introduction of Agentforce and Data Cloud has resulted in $1.4 billion in recurring revenues for Q3 FY26, marking a 114% year-over-year increase, with Agentforce alone contributing $540 million, a 330% increase [5] - Financial performance remains strong, with revenues and non-GAAP EPS increasing by 10% and 34.9% year-over-year in Q3 FY26, respectively, surpassing consensus estimates [6] - The total remaining performance obligation (RPO) reached $59.5 billion, up 12% year-over-year, with expectations of a 15% increase in Q4 FY26, indicating ongoing growth [7] - Salesforce is transitioning to a more efficient and profitable enterprise solution provider while maintaining a focus on innovation [8] Adobe Stock Analysis - Adobe is experiencing growth in its AI-powered tools, such as Creative Cloud Pro and Acrobat, with new features enhancing user productivity [9] - The Firefly tool is becoming a significant growth driver within Adobe's creative ecosystem, with new mobile solutions aiding content creation [10] - Financially, Adobe reported a 10.5% increase in revenue and a 14.3% increase in earnings year-over-year for Q4 FY25, exceeding consensus estimates [13] - Adobe targets a 10.2% annualized recurring revenue growth for FY26, driven by its AI portfolio and expanding enterprise adoption, although its AI revenues are small compared to competitors [14] Comparative Growth Outlook - Both companies are leveraging AI, but Salesforce shows slightly stronger near-term growth potential, with consensus estimates indicating 9.53% revenue and 15.29% EPS growth for FY26 compared to Adobe's 9.5% revenue and 12.03% EPS growth [15] - Salesforce's earnings estimate revisions reflect a more bullish outlook from analysts compared to Adobe [15] Stock Performance and Valuation - Over the past three months, Salesforce's stock has declined by 9.8%, while Adobe's has dropped by 15.3%, indicating stronger investor confidence in Salesforce [19] - In terms of valuation, Salesforce trades at 4.67 times forward 12-month sales, slightly lower than Adobe's 4.74 times [20] Final Assessment - Salesforce is positioned as a stronger investment option due to its clearer path to monetizing AI, stronger customer retention, and better margin stability compared to Adobe [23] - Salesforce holds a Zacks Rank 2 (Buy), while Adobe has a Zacks Rank 3 (Hold) [24]

Key Points Palantir's mission and pioneering role in defense tech resonate with younger investors. Gen Z seems to be obsessed with Palantir's CEO, Alex Karp. 10 stocks we like better than Palantir Technologies › When OpenAI commercially launched ChatGPT at the end of November 2022, shares of Palantir Technologies (NASDAQ: PLTR) were trading for $6. Today, the stock is trading for around $170. The obvious catalyst behind Palantir's parabolic rise is its ability to monetize artificial intelligence ...

Core Viewpoint - SAP SE is recognized as a significant player in the AI stock market, with HSBC initiating coverage and assigning a Hold rating with a price target of EUR178, indicating limited upside potential due to already reflected robust fundamentals and cloud-driven growth in the share price [1] Group 1: Financial Performance and Growth Projections - HSBC forecasts SAP's revenue to grow at a CAGR of 9.6% from 2025 to 2028, driven by the transition of customers from on-premise software to cloud solutions [2] - The firm estimates that 5% of on-premise customers will migrate to the cloud each year, which is an increase from the previous rate of approximately 4.5% from 2022 to 2025, resulting in a revenue uplift of around 2.5 times [2] Group 2: Market Dynamics and Customer Migration - Despite the positive outlook, HSBC cautions that the market may be overly optimistic regarding the speed of customer migration and its impact on revenues and margins, with 60% of SAP's on-premise customers yet to start their transition to the cloud [3] - Rising competition may cause delays in cloud upgrades, leading to passive growth in the current cloud backlog, prompting the firm to look for clearer signals in SAP's fourth-quarter 2025 results [4] Group 3: Competitive Landscape - SAP is a leader in ERP software, utilizing artificial intelligence to enhance its enterprise resource planning solutions, but faces challenges from increasing competition in the market [4]

Core Viewpoint - Anthropic's new Cowork feature has negatively impacted Atlassian's stock, which is down 21% in 2026, but analysts believe the market reaction is exaggerated and see significant upside potential for Atlassian's stock price [1][2][8] Group 1: Market Reaction and Analyst Outlook - Despite the stock decline, most Wall Street analysts maintain a positive outlook, with a median price target of $225, indicating a potential 76% upside over the next year [2] - Analysts believe the fears surrounding competition from AI services like Anthropic's Cowork are overstated, as they still project strong earnings growth for Atlassian [8] Group 2: Atlassian's AI Integration and Strategy - Atlassian is actively integrating AI features into its products, with over 3.5 million workers utilizing its AI capabilities, leading to increased engagement through third-party AI tools [5] - The company introduced Rovo, an AI agent platform, in May 2024, which aims to provide insights and generate workflows based on enterprise data, similar to the features offered by Claude Cowork [6] - Atlassian is transitioning its customer base to cloud-based subscriptions, which will reduce maintenance costs and accelerate feature rollouts, with a complete transition expected by early 2029 [7] Group 3: Competitive Landscape - The introduction of Anthropic's Cowork feature raises concerns about potential displacement of Atlassian's software, but the company is expected to maintain its market position due to significant switching costs for customers [4][6]