Mizuho Securities analyst Gregg Moskowitz maintains $Salesforce (CRM.US)$ with a buy rating, and adjusts the target price from $300 to $370.
According to TipRanks data, the analyst has a success rate of 59.2% and a total average return of 13.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Salesforce (CRM.US)$'s main analysts recently are as follows:
The recent surge in software stocks presents a complex scenario for this quarter's earnings, with indications that the sector has seen some improvements. However, there is skepticism regarding whether this will suffice to propel stock values further following their recent uptick.
Insights from discussions with partners indicate that deal activity in the third quarter is consistent with expectations, with prospects for a stronger fourth quarter pipeline. It is suggested that there is increasing clarity for an uptick in top-line growth in the coming year, which is factored into the forward-looking valuation.
Initial channel feedback on Salesforce's Agentforce has been notably positive, surpassing reactions to previous new solutions. It is suggested that Agentforce may contribute to a modest increase in revenue and growth in the latter part of FY26. In anticipation of the upcoming earnings report, it is expected that Salesforce may achieve a slight increase to its constant-currency CRPO growth projections.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
瑞穗證券分析師Gregg Moskowitz維持$賽富時 (CRM.US)$買入評級，並將目標價從300美元上調至370美元。
根據TipRanks數據顯示，該分析師近一年總勝率為59.2%，總平均回報率為13.5%。
此外，綜合報道，$賽富時 (CRM.US)$近期主要分析師觀點如下：
軟件股票最近的激增爲本季度的營業收入呈現了複雜的情景，表明該板塊已經出現一些改善。然而，有人懷疑這是否足以推動股票價值在最近的上漲之後進一步上揚。
與合作伙伴討論得出的見解表明第三季度的交易活動符合預期，展望第四季度的管道更爲強勁。有人建議明年銷售收入有望出現增長，這已被納入前瞻性估值中。
賽富時的Agentforce的初期渠道反饋顯著積極，超越了之前新解決方案的反應。有人認爲Agentforce可能有助於在FY26的後半段實現營業收入的適度增長。預計隨着即將公佈的收益報告，賽富時可能會實現其不斷貨幣CRPO增長預期的輕微增長。
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TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
