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Palantir, Salesforce and other AI-powered software laggards could see strong short-term upside as enterprise AI demand accelerates.
Dow regains momentum as Cisco, Salesforce, Apple, Visa and Chevron stand out with AI, payments and energy growth drivers for 2026.
Salesforce Hit With Bearish Call as AI Monetization Concerns Mount
Investing.com -- U.S. software stocks are pushing higher in premarket trading on Tuesday, extending a potential recovery in a sector that has been under sustained pressure.
With a one-month return of 164.30%, Bandwidth Inc. (NASDAQ:BAND) is among the 8 Best Rising Tech Stocks to Buy According to Hedge Funds. On May 15, Citizens raised its price target on Bandwidth Inc. (NASDAQ:BAND) to $70 from $45 while maintaining an Outperform rating on the shares. According to the firm, management delivered a notably optimistic assessment […]
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
Under Arundhati Bhattacharya, Salesforce’s South Asia headcount grew from 2,500 to over 18,000; India is now one of Salesforce’s fastest growing markets.
Salesforce (NYSE: CRM) just picked up one of the more unusual analyst calls of 2026, and it landed at a price the market wasn't ready for. Bank of America analyst Tal Liani reinstated coverage of Salesforce on May 18 with an Underperform rating and a $160 price target, Yahoo Finance reports. The ...
In mid-May 2026, Bank of America reinstated coverage of Salesforce with an Underperform rating, arguing that the company faces a structural reset as AI reshapes its core CRM and agentic offerings. The bank’s critique that Salesforce may be shifting from a high-growth story to a mature cash generator highlights a tension between its aggressive AI investments and questions over how effectively those tools will be monetized. We’ll now examine how Bank of America’s skepticism about Salesforce’s...
Check out the companies making headlines yesterday:
Ultimately, Wall Street's blanket punishment of the software sector has created a classic "baby out with the bathwater" scenario.
Bank of America analysts reinstated coverage of two software plays on Monday, but took widely different views about how they will be affected by artificial intelligence. A team led by Tal Liani reinstated coverage of ServiceNow with a Buy rating and a $130 price target, which currently represents 28% upside. Meanwhile, the firm reinstated coverage of Salesforce with an Underperform rating and a $160 price target.
Bank of America (NYSE:BAC) just made one of the more contrarian calls on Wall Street regarding the enterprise software giant. Analyst Tal Liani reinstated coverage of Salesforce (NYSE:CRM) with an Underperform rating and a $160 price target, a notable bear take on a stock that still carries a consensus average price target of $268.05. For ... BofA Slaps Salesforce With Underperform Rating, $160 Price Target: Is the AI Story Falling Flat?
Bank of America (NYSE:BAC) reinstated its coverage of ServiceNow (NYSE:NOW) with a Buy rating and a $130 price target on May 18. The call frames the workflow software leader as a clear AI beneficiary, even as Bank of America reinstated Salesforce (NYSE:CRM) at Underperform on the same day. For prudent investors, the split call matters: ... BofA Reinstates ServiceNow at Buy: The Workflow Giant Built for the Agentic AI Era
A steady growth profile and a cheaper valuation make CRM a better investment bet than ORCL right now.
Benioff said AI coding agents have unlocked efficiency gains that were previously out of reach, and hinted at new coding tools inside Slack
AI-powered Internet software laggards like PLTR, CRM, TEAM, NET and HUBS offer strong short-term upside as SaaS demand and AI adoption accelerate.
US stocks have been predicted to start Monday trading in the red, as they ended last week, with investors continuing to worry about rising bond yields, stubborn inflation and the economic fallout from higher oil prices. Dow Jones futures were down around 262 points or 0.4%, while S&P 500...
Investing.com -- Bank of America on Monday reinstated coverage of Salesforce with an Underperform rating and a $160 price objective, arguing the enterprise software giant faces a structural reset driven by the rise of artificial intelligence rather than a temporary cyclical setback.
Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the major indices were absolutely hammered. Voices across financial media were busy pointing out that the market is the most expensive based on the Schiller PE (price-to-earnings) metric since the dot-com crash in 2001. Pair that with ... Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow,
FTSE 100 up 130 points to 10,327 Anglo American sells coking coal assets Weak China economic data hits miners Bond market continues to loom after hot inflation numbers last week UK politics eyed as leadership challengers prepare 2.59pm: New York opens mostly higher, while FTSE...
If you are wondering whether Salesforce at around US$173.51 is starting to look attractive or still feels expensive, the next sections will walk through the numbers in plain language. The stock has been under pressure recently, with the share price down 4.6% over the last week, 4.7% over the last month and 31.6% year to date, contributing to a 40.0% decline over the past year. These moves sit against a backdrop of continued attention on large software platforms and how they fit into broader...
Shares of CRM software giant Salesforce (NYSE:CRM) fell 3.3% in the afternoon session after the April PPI report sent Treasury yields to 10-month highs, with the 10-year yield rising to 4.49%.
