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古根海姆:下调Salesforce评级至“卖出” 或无法将Agentforce进行有意义的变现

Guggenheim has downgraded Salesforce's rating to "Sell" and it may not be able to meaningfully monetize Agentforce.

Breakings ·  Jan 7 14:11

Guggenheim Analyst John DiFucci has lowered Salesforce's rating from "Neutral" to "Sell" and set a Target Price of $247. In 2024, Salesforce's stock price rose by about 27%, and from the launch of Agentforce on September 12 until the end of the year, the increase was 32%. This product allows clients to use AI representatives to handle tasks in sales, marketing, and business. The company later launched a more complex Agentforce 2.0 on December 18. However, despite the market enthusiasm, DiFucci believes the company cannot meaningfully monetize Agentforce unless it acquires several assets that have been in the application area of Agentforce for the past decade.

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