Stifel analyst J. Parker Lane maintains $Salesforce (CRM.US)$ with a buy rating, and adjusts the target price from $320 to $350.
According to TipRanks data, the analyst has a success rate of 43.1% and a total average return of -1.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Salesforce (CRM.US)$'s main analysts recently are as follows:
Upon a closer examination of Salesforce's potential for agent-based AI and its implications for the company's revenue, it is recognized that there is a considerable amount still unknown. It is therefore prudent to hold off on modifying any financial models until more information is available from the company, early adopters, and additional partners. Nevertheless, preliminary estimates indicate that the 'Agentforce Service Agent' could represent a multi-billion dollar opportunity for Salesforce, with current valuations possibly underestimating the sustained revenue growth that this new agent model could deliver.
After conducting a survey involving 33 customers to gauge the outlook for IT spending in Q4 and into 2025, investment priorities in software, the impact of generative AI, and the potential for Data Cloud revenue generation, indications point to a mix of trends affecting Salesforce. There's a suggestion that while factors that could reignite Salesforce's revenue growth seem to be on the horizon, a variety of influences such as a typical end-of-year surge in IT spending, introductions of products like AgentForce and Data Cloud, potential shifts in interest rates, and the conclusion of the U.S. elections, are expected to stabilize the company's sales efficacy and contribute to a more predictable pattern in its upcoming quarterly financial disclosures.
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.
斯迪富分析師J. Parker Lane維持$賽富時 (CRM.US)$買入評級，並將目標價從320美元上調至350美元。
根據TipRanks數據顯示，該分析師近一年總勝率為43.1%，總平均回報率為-1.2%。
此外，綜合報道，$賽富時 (CRM.US)$近期主要分析師觀點如下：
在仔細研究了Salesforce基於代理的人工智能的潛力及其對公司收入的影響後，人們認識到，仍有相當多的未知數。因此，謹慎的做法是推遲修改任何財務模型，直到公司、早期採用者和其他合作伙伴提供更多信息爲止。儘管如此，初步估計表明，「Agentforce服務代理」 可能爲Salesforce帶來數十億美元的機會，而目前的估值可能低估了這種新代理模式可能帶來的持續收入增長。
在進行了一項涉及33名客戶的調查以評估第四季度及2025年的信息技術支出前景、軟件投資重點、生成式人工智能的影響以及數據雲創收的潛力之後，有跡象表明影響Salesforce的趨勢多種多樣。有人認爲，儘管可能重啓Salesforce收入增長的因素似乎即將到來，但預計各種影響將穩定公司的銷售效率，並在即將發佈的季度財務披露中形成更可預測的模式，例如IT支出的典型年終激增、AgentForce和Data Cloud等產品的推出、利率的潛在變化以及美國大選的結束。
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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。
