Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.
Salesforce (NYSE:CRM) currently trades at $184.02, while the Wall Street consensus price target sits at $241.72. That implies roughly 31% upside from current levels. Salesforce sells cloud-based CRM software and has repositioned itself as the operating system for what CEO Marc Benioff calls the “agentic enterprise,” with Agentforce and Data 360 driving growth. Wall Street ... Salesforce Remains Down But Turning Positive: 100%+ Returns Lie Ahead According to This Analyst
Federal cloud and AI contracts are on the rise. This comes as agencies race to modernize legacy systems and improve citizen services. It’s against this backdrop that the Department of Veterans Affairs (VA) has expanded its relationship with Salesforce Inc. (NYSE:CRM). On July 24, Salesforce announced that it has secured a 3-year agreement with the […]
Investors took profits in high-flying chip stocks and rotated into beaten-down software names, while also seeking the relative safety of defensive sectors such as energy and financials.
Salesforce shares cratered 30% this year before staging a surprise July reversal, and now a proprietary model is pointing to a very specific price target that cuts against the bearish narrative still dominating Wall Street.
How did investors get AI and Salesforce so wrong?
Stocks in software and retail see an upswing as investors pull back from AI infrastructure stocks.
Software is rapidly reducing operating expenses for businesses. This secular theme has materialized in superior earnings growth and stock price performance for most SaaS companies, and over the last six months, the industry’s 13.5% return has topped the S&P 500 by 8.6 percentage points.
Salesforce Inc. (NYSE:CRM)’s shares, like other stocks, haven’t performed well in today’s AI era. They are down by 30.9% over the past year and by 29.6% year-to-date. Cramer has discussed Salesforce Inc. (NYSE:CRM) several times over the past couple of months. Most of his remarks have focused on the split in investor sentiment about the […]
Salesforce stock has rebounded in recent weeks after a challenging start to the year, and valuation tools now suggest the market price may sit well below an intrinsic value estimate based on a Discounted Cash Flow (DCF) model. Year to date, Salesforce shares are down 27.4%, which means the recent bounce has not yet erased the earlier decline. The recent US$1.6b contract with the Department of Veterans Affairs can support long term cash flow expectations, while competitive pressure on Slack...
CorpGov hosted a fireside chat on July 28 from the floor of the New York Stock Exchange with Gabriel Hasson, Global Head of Governance, Shareholder and Activism Advisory, Managing Director at ICR. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed the back to fundamentals for corporate governance as shareholder activism reaches […] The post Activist Investors Shift Back to Basics: ICR Global Head of Governance Gabriel Hasson, Live at NYSE appeared first on Co
A moderate five-year correlation to the broad market says much of what Oracle does is genuinely its own, and its down-day behavior says what that costs.
Blackbaud's long-term contracts, embedded payments and AI agents could deepen cross-selling, though material AI revenue is not expected in 2026.
BLKB is embedding supervised AI agents across fundraising, education and finance to deepen platform use, though near-term revenue gains remain limited.
BLKB's low valuation and strong cash flow support buybacks, but weak growth, retention pressure and leverage keep the stock's upside in check.
Salesforce (CRM) closed the most recent trading day at $180.71, moving 4.07% from the previous trading session.
Investors are increasingly nervous about the sustainability of the artificial intelligence infrastructure spending boom.
ServiceNow has shed nearly half its value in a year while its AI platform racks up billion-dollar milestones, and one major analyst thinks the gap between where shares trade today and where they belong is far wider than Wall Street admits.
Meta Platforms stock (META) continues to drop since coming out with second quarter earnings on Wednesday. Yahoo Finance Tech Editor Dan Howley breaks down how investors are reacting to the Facebook parent company's vague guidance on full-year AI capex.
The recently released "Retail & E-Commerce Market Research 2027" report provides a comprehensive evaluation of the retail and e-commerce landscape, combining extensive market data and trend analysis. This research offers insights into consumer spending, industry trends, and competitive dynamics, aiding strategic decision-making for businesses in both digital and physical retail spaces. The report features historical and year-end data across various sectors, financial performance reviews of...
Wall Street is set to open higher on Thursday as strong Microsoft results helped technology stocks recover from their sharp post-Federal Reserve sell-off. Dow Jones futures were up 225 points, or 0.4%, while S&P 500 futures pointed to a 0.6% gain and the Nasdaq was called 1.3%...
Moby summary of Bandwidth Inc.'s Q2 2026 earnings call
The fair value estimate for Salesforce stock has been adjusted from US$248.24 to US$241.72, a relatively small move that still signals a shift in how the story is being modeled. This change sits against mixed Street commentary, with some analysts encouraged by Agentforce, Fin and large government wins, while others focus on slower core growth and open questions around AI monetization. As you read on, you will see how these differing views shape the evolving Salesforce narrative and what that...
Oracle's stock has fallen to a price floor that has launched powerful rallies before, but this time the company arrives with an unprecedented bet on its future.
Accenture's AI-powered Radisson booking app in ChatGPT expands its agentic commerce reach and may unlock more travel-sector transformation opportunities.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
