今年9月，赛富时推出了Agentforce，这让人们更加相信该公司正在将人工智能货币化。Ives表示，根据估计和实地调查，到2025年，该公司的年收入可能会增加40亿美元。Wedbush analyst Dan maintains the 'outperform' rating on Salesforce and a target price of $375.
According to CNBC, Salesforce (CRM.US) will announce its third-quarter performance on Wednesday morning after the U.S. post-market trading Beijing time. Wedbush expects the company to report 'strong' performance and guidance. Wedbush analyst Dan Ives maintains the 'outperform' rating on Salesforce and a target price of $375, adding that the stock is 'one of the most favored tech stocks for the company to enter 2025'. Analysts generally expect Salesforce revenue to be $9.35 billion with an EPS of $2.45.
Ives wrote in a report to clients: 'Our recent field research suggests that more and more customers see an increase in use cases across Salesforce's entire product portfolio, as well as entering the next wave of growth. And through improving automation and efficiency across organizations, leveraging the demand for ai solutions. We still believe that with the play of its ai tool Agentforce strategy in the coming years, Salesforce's risk/reward is very attractive at current levels, and the opportunity to install base is still underestimated by Wall Street.'
In September this year, Salesforce launched Agentforce, which further reinforces people's belief that the company is monetizing ai. Ives stated that based on estimates and field research, the company's annual revenue could increase by $4 billion by 2025.
Ives added: 'While this won't happen overnight, Salesforce's ai monetization story will be a key growth catalyst for tech giants in the coming years. Agentforce represents the company's latest advancement in the field of ai, with ai agents built using the latest ai capabilities to train models handling day-to-day use cases, allowing humans to focus on more complex scenarios, achieving higher resolution rates in sales and service issues.'
Therefore, as Salesforce's monetization efforts in the next 12 to 18 months gradually take shape, the eps of the company's ai plan could be around $40.
