On January 7, Gelonghui reported that Guggenheim Analyst John DiFucci downgraded Salesforce's rating from "neutral" to "Sell," and set a Target Price of $247. In 2024, Salesforce's stock price is expected to rise approximately 27%, and from the launch of Agentforce on September 12 to the end of the year, the increase reached 32%. This product allows customers to use AI representatives to handle tasks in sales, marketing, and business areas. The company later launched a more advanced Agentforce 2.0 on December 18. However, in the face of market excitement, DiFucci believes that the company will not be able to monetize Agentforce meaningfully unless it acquires several Assets that have been involved in the Agentforce application field for the past decade.
大行评级丨古根海姆:下调Salesforce评级至“卖出” 或无法将Agentforce进行有意义的变现
Major banks rating丨Guggenheim: Downgrades Salesforce rating to "Sell" as it may not be able to achieve meaningful monetization of Agentforce.
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