SALESFORCE WKN: A0B87V ISIN: US79466L3024 Kürzel: CRM Forum: Aktien Thema: Hauptdiskussion

Gemini: Guggenheim recently upgraded Salesforce (NYSE: CRM) from Neutral to Buy, setting a price target of $228. This marks a shift from their previous cautious stance, where analysts questioned the company’s ability to monetize new AI initiatives like Agentforce and frequently pointed out a lack of visible, material AI revenue in reported numbers.Key Analysis DriversUpgrade Details: Analyst John DiFucci upgraded the stock, acknowledging that the company's valuation is now more closely aligned with its mature, mid-single-digit growth prospects.The AI Skepticism: Guggenheim has been critical of Salesforce's "AI annual recurring revenue" (ARR) claims, stating it has historically been difficult to see these gains translated into actual revenue growth on the financial statements.Long-Term Targets: While Salesforce set long-term financial goals of $60 billion+ by fiscal year 2030, Guggenheim remains skeptical. Analysts noted the company's past struggles to hit previous long-term targets amid decelerating core organic growth.

https://www.tipranks.com/news/the-fly/salesforce-upgraded-to-buy-from-neutral-at-guggenheim-thefly-news?mod=mw_quote_news

Key Financial TakeawaysTop-Line Outperformance: Salesforce posted constant currency revenue growth of 11.6% for Q1, beating Wall Street consensus estimates of 10.8%. Total quarterly revenue reached $11.13 billion.Exceptional Profitability: The company's operating margin reached 34.8% during the quarter, comfortably beating the 33.4% consensus expectation. Cantor Fitzgerald previously highlighted the quality of Salesforce's business, underpinned by an impressive ~77.6% gross profit margin.Steady Backlog Growth: Organic constant currency current remaining performance obligation (cRPO) growth matched investor expectations at approximately 13%

Gemini: Cantor Fitzgerald reiterated its Overweight (Buy) rating on Salesforce (NYSE: CRM) with a $250.00 price target. Led by senior research analyst Matthew VanVliet, the firm maintains a positive long-term outlook on the software giant despite near-term macro headwinds and conservative forward revenue guidance. Strategic Growth DriversEnterprise AI Dominance: A cornerstone of Cantor Fitzgerald's long-term thesis is Salesforce's deep entrenchment in corporate IT infrastructures. They view the pre-built, autonomous capabilities of the Agentforce platform as a major catalyst for enterprise AI adoption.

Salesforce (CRM): New Buy Recommendation for This Technology Giant TipRanks Auto-Generated Intelligence Newsdesk Jun 26, 2026, 02:26 PM Salesforce (CRM): New Buy Recommendation for This Technology Giant In a report released yesterday, Matthew VanVliet from Cantor Fitzgerald maintained a Buy rating on Salesforce, with a price target of $250.00. The company’s shares closed yesterday at $150.19.

Für die Zukunft.. mal die nächsten zahlen abwarten.. an den Zahlen liegt es nicht

Aha .. ich denke noch mehr negatives gibt es nicht mehr .. Ich sehe das positiv

Blutrot wird es heute

Bei 122 wird der langfristige Aufwärtstrend gebrochen

Die großen Technologiekonzerne zogen den Markt ins Minus. Die Aktien von Alphabet Amazon verzeichnete einen Kursrückgang von 6 %, ausgelöst durch Besorgnis über den Verlust von Fachkräften im Bereich der künstlichen Intelligenz. und Meta-Plattformen Sie verloren 4 % bzw. 3 %. Microsoft Die Aktienkurse sanken ebenfalls um 2 %.

und jetzt schön mit den Verlusten seitwärts in den Feierabend und morgen ab 15:30 wieder scharfer Abverkauf oder?

Ja Software kriegt jeden Tag neu aufs Maul ne? Bodenlos

nur noch lächerlich was hier passiert bzw. im Softwaresektor.

…nur shopify fühlt sich heute nicht als Software 😂

…bitte nicht mein KnockOut ist 134…🙉