BMO Capital analyst Keith Bachman maintains $Salesforce (CRM.US)$ with a buy rating, and maintains the target price at $385.
According to TipRanks data, the analyst has a success rate of 62.1% and a total average return of 12.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Salesforce (CRM.US)$'s main analysts recently are as follows:
Consultants took a distinctly positive tone on Agentforce, noting it as a meaningful improvement with genuine customer interest. Despite a challenging macro environment impacting all software companies, Salesforce's business model is described as bending but not breaking. There is an anticipation of potential gains as the company shifts towards an efficiency playbook, balancing slower growth with enhanced profitability and free cash flow, alongside the integration of generative AI capabilities into its services.
The firm is optimistic about the early reception of Agentforce and the potential for a more robust AI-driven product cycle. However, there is a belief that expectations may be overly optimistic, necessitating a period of patience to observe significant impacts.
According to recent assessments, the third quarter's financial risk for Salesforce is slightly positive based on diverse research findings. Analyses of recent hiring data and earnings previews suggest that Salesforce consistently exhibits strong earnings per share growth. Moreover, stability in the third quarter's financial reports and a favorable outlook for the fourth quarter are anticipated, likely boosted by increased IT budgets.
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，维持目标价385美元。
根据TipRanks数据显示，该分析师近一年总胜率为62.1%，总平均回报率为12.6%。
此外，综合报道，$赛富时 (CRM.US)$近期主要分析师观点如下：
顾问对赛富时持有明显积极态度，指出它是一项具有真正客户兴趣的重大改进。尽管具挑战性的宏观环境影响了所有软件公司，赛富时的业务模式被描述为弯曲但不是破碎的。随着公司转向高效率操作手册，平衡较低的增长和增强的盈利能力以及自由现金流，以及将生成式人工智能能力整合到其服务中，预计将有潜在收益。
公司对Agentforce的初期接待和更加强大的人工智能驱动产品周期的潜力持乐观态度。然而，有一种观点认为预期可能过于乐观，需要一段观察显著影响的耐心时期。
根据最近的评估，根据不同研究结果，第三季度对赛富时的财务风险略显积极。对最近的招聘数据和收益预览的分析表明，赛富时持续展现强劲的每股收益增长。此外，对第三季度的财务报告的稳定性和对第四季度的有利展望是预期之中的，很可能会受到增加的IT预算的推动。
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