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1 Software Stock with Solid Fundamentals and 2 We Turn Down
StockStory76d agoneutral
1 Software Stock with Solid Fundamentals and 2 We Turn Down

From commerce to culture, software is digitizing every aspect of our lives. In the past, the undeniable tailwinds fueling SaaS companies led to lofty valuation multiples that made it easier to raise capital. But this was a double-edged sword as the high prices exposed them to big drawdowns, and unfortunately, the industry has tumbled by 3.2% over the last six months. This drawdown is a noticeable divergence from the S&P 500’s 10.9% return.

KeyBanc Trims PT On Salesforce (CRM) To $290 From $300, Reiterates “Overweight” Rating
Insider Monkey76d agoneutral
KeyBanc Trims PT On Salesforce (CRM) To $290 From $300, Reiterates “Overweight” Rating

With significant hedge fund interest, Salesforce, Inc. (NYSE:CRM) secures a spot on our list of the 10 best SaaS stocks to buy according to hedge funds. As of Q1 2026, 101 hedge funds held bullish positions in the stock, representing $6.87 billion in aggregate value. Salesforce, Inc. (NYSE:CRM) drew analyst attention after reporting a strong […]

Salesforce, Inc. (CRM) Beats on Earnings and Revenue
Insider Monkey76d agobullish
Salesforce, Inc. (CRM) Beats on Earnings and Revenue

Salesforce, Inc. (NYSE:CRM) is one of the 8 Most Undervalued AI Stocks to Buy According to Hedge Funds. On May 27, 2026, CNBC reported that Salesforce, Inc. (NYSE:CRM)’s Q1 fiscal 2027 results beat estimates while guiding slightly below expectations. The company had adjusted EPS of $3.88 while revenue was $11.13 billion, growing by 13% year […]

Is Salesforce (CRM) the Best Undervalued Stock to Buy According to the Financial Media?
Insider Monkey76d agobullish
Is Salesforce (CRM) the Best Undervalued Stock to Buy According to the Financial Media?

Salesforce, Inc. (NYSE:CRM) is one of the Best Undervalued Stocks to Buy According to the Financial Media. On May 28, BMO Capital reduced its price objective on the company’s stock to $215 from $225, while keeping an “Outperform” rating on the shares. This comes after the company reported its Q1 earnings. As per the analyst, […]

Salesforce CEO Marc Benioff Just Declared War On Traditional SaaS
Benzinga77d agoneutral
Salesforce CEO Marc Benioff Just Declared War On Traditional SaaS

Marc Benioff delivered a bold declaration during Salesforce, Inc‘s quarterly earnings call, arguing that the traditional SaaS model is becoming obsolete. "It's not the end of software," Benioff said. "It's the end of software that makes humans do all the...

Salesforce AI Push Deepens CVS Health Ties As Valuation Discount Widens
Simply Wall St.77d agoneutral
Salesforce AI Push Deepens CVS Health Ties As Valuation Discount Widens

Salesforce (NYSE:CRM) expanded its Agentforce Health partnership with CVS Health, described as its largest Agentforce agreement in regulated industries. The company launched a Forward Deployed Engineering partner network with TTEC Digital to support AI agent deployments. Salesforce also extended AI powered customer engagement capabilities across several sectors, including healthcare and other regulated markets. Salesforce, trading at $191.1, has seen mixed share performance, with the stock...

Salesforce Inc. (CRM) Adds TTEC Holdings as Agentforce Partner; TD Cowen Remains Bullish
Insider Monkey78d agoneutral
Salesforce Inc. (CRM) Adds TTEC Holdings as Agentforce Partner; TD Cowen Remains Bullish

Salesforce Inc. (NYSE:CRM) is one of the top stocks to buy for the long-term. On May 20, Salesforce Inc. (NYSE:CRM) selected TTEC Holding’s division, TTEC Digital, as one of the partners of its newly launched Forward Deployed Engineering partner network. The network integrates companies with the expertise needed to scale Salesforce’s Agentforce AI agent technology […]

Jim Cramer on Salesforce: “There’s a Lot to Consider Here”
Insider Monkey78d agoneutral
Jim Cramer on Salesforce: “There’s a Lot to Consider Here”

Salesforce, Inc. (NYSE:CRM) was among the stocks Jim Cramer discussed in this changing market. Cramer highlighted the company’s stock buyback, as he commented: What do we make of these numbers from Salesforce, the cloud software kingpin with a stock that’s been under pressure for well over a year from AI worries? After the close today, […]

Northland Trims Salesforce (CRM) Valuation Following Earnings Report
Insider Monkey78d agoneutral
Northland Trims Salesforce (CRM) Valuation Following Earnings Report

Salesforce, Inc. (NYSE:CRM) is included among the Billionaire George Soros Stock Portfolio: 10 Best Stocks to Buy. On May 28, Northland analyst Nehal Chokshi lowered the firm’s price recommendation on Salesforce, Inc. (NYSE:CRM) to $202 from $229. He reiterated a Market Perform rating on the shares. In a post-earnings note, the analyst said that estimated […]

ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector
24/7 Wall St.79d agobullish
ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector