Oppenheimer analyst Brian Schwartz maintains $Salesforce (CRM.US)$ with a buy rating, and adjusts the target price from $330 to $385.
According to TipRanks data, the analyst has a success rate of 60.4% and a total average return of 17.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Salesforce (CRM.US)$'s main analysts recently are as follows:
Discussions with consultants revealed a distinctly positive response towards Agentforce, indicating it as a significant enhancement with genuine customer interest. The business model of Salesforce is perceived as adaptable and resilient even in a challenging macroeconomic scenario impacting software companies broadly. There is anticipated potential for increased value as the company focuses on efficiency, balancing moderated growth with profitability and free cash flow improvements, and integrating generative AI into its services.
Concerns slightly lean towards a positive outlook for Salesforce based on a comprehensive assessment of recent developments. The examination of Q3 hiring data along with earnings forecasts underlines the company's potential to sustain robust EPS growth. Moreover, improved consistency in the upcoming Q3 report and a favorable outlook underscored by potential increases in Q4 IT budgets further bolster the company's prospects.
Note:
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奥本海默控股分析师Brian Schwartz维持$赛富时 (CRM.US)$买入评级,并将目标价从330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60.4%,总平均回报率为17.7%。
此外,综合报道,$赛富时 (CRM.US)$近期主要分析师观点如下:
与顾问的讨论显示出对Agentforce的明确积极反馈,表明它是一项重大的增强,真正引起了客户的兴趣。赛富时的业务模式被认为在面临广泛影响软件公司的挑战性宏观经济环境中具有适应性和韧性。随着公司专注于效率,平衡适度的增长与盈利能力及自由现金流的改善,预计将有增加价值的潜力,并将生成性人工智能整合到其服务中。
根据对近期发展的全面评估,关注点略微倾向于赛富时的积极前景。对第三季度招聘数据和每股收益预测的分析强调了公司维持强劲每股收益增长的潜力。此外,预期的第三季度报告中的一致性改善以及第四季度信息技术预算可能增加的有利前景进一步增强了公司的前景。
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