Salesforce Q2 Preview: Analyst Sees Soft Cloud Demand But Highlights Data Cloud's Growing Impact
Salesforce Q2 Preview: Analyst Sees Soft Cloud Demand But Highlights Data Cloud's Growing Impact
Needham analyst Scott Berg expressed views on Salesforce, Inc. (NYSE:CRM) ahead of its second quarter results release on August 28, 2024.
Needham分析師Scott Berg在2024年8月28日發佈Salesforce, Inc.（紐交所股票代碼：CRM）第二季度業績之前發表了觀點。
The analyst writes that following a weak first quarter, they expect Salesforce to report limited upside in the second quarter due to ongoing macroeconomic pressures on spending.
分析師指出，在第一季度疲軟的表現之後，由於持續的宏觀經濟壓力，他們預計Salesforce在第二季度的增長空間有限。
The analyst remains cautious as demand softness is noted across most cloud segments, including Service Cloud, which had previously been a strong performer.
鑑於雲服務板塊的需求疲軟，包括之前表現強勁的服務雲板塊，分析師持謹慎態度。
Berg expects Salesforce's Data Cloud to be a focal point in the discussions, especially given its traction in $1 million+ deals, with 25% including Data Cloud in the first quarter.
Berg預計，Salesforce的數據雲將成爲討論的焦點，特別是考慮到其在100萬美元以上交易中的影響力，在第一季度有25%的交易包括數據雲。
As AI adoption drives interest, Data Cloud could continue its momentum, potentially providing an incremental boost to results in the second half, adds the analyst.
分析師補充說，隨着人工智能的採用推動了人們對數據雲的興趣，數據雲可能繼續保持增長勢頭，在下半年可能給業績帶來額外的推動。
The analyst maintained a Buy rating on the stock, with a price target of $345.
分析師維持對該股的買入評級，給出了345美元的目標價。
Salesforce stock gained over 25% in the last 12 months. Investors can gain exposure to the stock via iShares Expanded Tech-Software Sector ETF (BATS:IGV) and REX FANG & Innovation Equity Premium Income ETF (NASDAQ:FEPI).
Salesforce股票在過去12個月中上漲了25%。投資者可以通過iShares Expanded Tech-Software Sector ETF（BATS：IGV）和REX FANG & 創新股權增值收入ETF（納斯達克：FEPI）獲得該股票的暴露度。
Price Action: CRM shares are up 0.67% at $265.78 at the last check Monday.
股價動態：截至上週一最後一次查詢，CRM股票上漲0.67%，報265.78美元。
Photo via Shutterstock
圖片來自shutterstock。
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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