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分析师Scott Berg在2024年8月28日发布Salesforce, Inc.（纽交所股票代码：CRM）第二季度财报之前发表了观点。
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.
分析师指出，在第一季度疲软的表现之后，由于持续的宏观经济压力，他们预计Salesforce在第二季度的增长空间有限。
The analyst remains cautious as demand softness is noted across most cloud segments, including Service Cloud, which had previously been a strong performer.
鉴于云服务板块的需求疲软，包括之前表现强劲的服务云板块，分析师持谨慎态度。
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预计，Salesforce的数据云将成为讨论的焦点，特别是考虑到其在100万美元以上交易中的影响力，在第一季度有25%的交易包括数据云。
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.
分析师补充说，随着人工智能的采用推动了人们对数据云的兴趣，数据云可能继续保持增长势头，在下半年可能给业绩带来额外的推动。
The analyst maintained a Buy rating on the stock, with a price target of $345.
分析师维持对该股的买入评级，给出了345美元的目标价。
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股票在过去12个月中上涨了25%。投资者可以通过iShares Expanded Tech-Software Sector ETF（BATS：IGV）和REX FANG & 创新股权增值收入ETF（纳斯达克：FEPI）获得该股票的暴露度。
Price Action: CRM shares are up 0.67% at $265.78 at the last check Monday.
股价动态：截至上周一最后一次查询，CRM股票上涨0.67%，报265.78美元。
Photo via Shutterstock
图片来自shutterstock。
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