BMO Capital analyst Keith Bachman maintains $Salesforce (CRM.US)$ with a buy rating, and adjusts the target price from $305 to $385.
According to TipRanks data, the analyst has a success rate of 62.2% and a total average return of 12.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Salesforce (CRM.US)$'s main analysts recently are as follows:
The latest increase in software stocks complicates the forecast for this quarter's earnings. Although there is a slight improvement in the software sector, it remains questionable whether this will be sufficient to further elevate stock values following their recent rally.
A series of discussions with partners indicates that deal activity in Q3 was generally consistent with expectations, with an improved pipeline for Q4. Salesforce is expected to see increasing visibility for an acceleration in top-line growth in the coming year as future valuations are projected into calendar year 2026.
Initial channel feedback on Salesforce's new Agentforce solution has been significantly positive, more so than previous introductions of new solutions. It is suggested that Agentforce could positively influence modest revenue and growth in the latter half of FY26. In anticipation of earnings reports, it is anticipated that Salesforce may achieve modest growth exceeding their constant-currency CRPO growth guidance.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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BMO资本市场分析师Keith Bachman维持$赛富时 (CRM.US)$买入评级,并将目标价从305美元上调至385美元。
根据TipRanks数据显示,该分析师近一年总胜率为62.2%,总平均回报率为12.8%。
此外,综合报道,$赛富时 (CRM.US)$近期主要分析师观点如下:
软件股票最新上涨使得本季度收益预测变得复杂。尽管软件板块略有改善,但仍然值得怀疑这是否足以在最近的反弹之后进一步提升股票价值。
与合作伙伴进行的一系列讨论表明,Q3的交易活动通常与预期保持一致,并且Q4的管道有所改善。预计赛富时将在未来几年日历年2026年预测中看到增加的可见度,以加速顶线增长。
有关赛富时新Agentforce解决方案的初步渠道反馈显著积极,比以往的新解决方案介绍更多。建议Agentforce可能对财年26下半年的适度营收和增长产生积极影响。在盈利报告公布之际,有迹象显示赛富时可能实现适度增长,超出其恒定货币CRPO增长引导。
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