Mizuho Securities analyst Gregg Moskowitz maintains $Salesforce (CRM.US)$ with a buy rating, and adjusts the target price from $300 to $370.
According to TipRanks data, the analyst has a success rate of 59.2% and a total average return of 13.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Salesforce (CRM.US)$'s main analysts recently are as follows:
The recent surge in software stocks presents a complex scenario for this quarter's earnings, with indications that the sector has seen some improvements. However, there is skepticism regarding whether this will suffice to propel stock values further following their recent uptick.
Insights from discussions with partners indicate that deal activity in the third quarter is consistent with expectations, with prospects for a stronger fourth quarter pipeline. It is suggested that there is increasing clarity for an uptick in top-line growth in the coming year, which is factored into the forward-looking valuation.
Initial channel feedback on Salesforce's Agentforce has been notably positive, surpassing reactions to previous new solutions. It is suggested that Agentforce may contribute to a modest increase in revenue and growth in the latter part of FY26. In anticipation of the upcoming earnings report, it is expected that Salesforce may achieve a slight increase to its constant-currency CRPO growth projections.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
瑞穗證券分析師Gregg Moskowitz維持$賽富時 (CRM.US)$買入評級，並將目標價從300美元上調至370美元。
根據TipRanks數據顯示，該分析師近一年總勝率為59.2%，總平均回報率為13.5%。
此外，綜合報道，$賽富時 (CRM.US)$近期主要分析師觀點如下：
最近軟件股票的激增爲本季度的盈利帶來了複雜的局面，板塊有所改善的跡象。然而，關於這是否足以推動股票價值在近期上漲後進一步上漲仍存有懷疑。
與合作伙伴的討論反饋顯示，第三季度的交易活動與預期一致，第四季度的前景管道較強。建議認爲，明年營收增長有望明朗，這也反映在前瞻性的估值中。
對賽富時Agentforce的初步渠道反饋顯著積極，超過了對之前新解決方案的反應。建議認爲Agentforce可能會在FY26後期推動營業收入的適度增長。同時，市場期待即將到來的盈利報告，預計賽富時的持續貨幣CRPO增長預測將略微上調。
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TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
