JMP Securities analyst Patrick Walravens maintains $Salesforce (CRM.US)$ with a buy rating, and maintains the target price at $342.
According to TipRanks data, the analyst has a success rate of 52.2% and a total average return of 6.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Salesforce (CRM.US)$'s main analysts recently are as follows:
After conducting a series of discussions with partners, there appears to be an indication of deal activity aligning with expectations in Q3, along with a more promising Q4 pipeline. The anticipation of accelerated top-line growth in the following year is contributing to enhanced visibility, as the valuation basis is projected to extend into the calendar year 2026.
Recent assessments with significant global system integrators suggest a consistently steady trend in enterprise IT spending, following a modest increase at the start of the second half of the year.
Increased confidence in the potential of an eventual Data Cloud plus AF product cycle has been noted, although it's believed that this is already reflected in the recent upward movement of shares. There is a perspective that more attractive opportunities exist elsewhere, where GenAI could be monetized more promptly, potentially leading to challenging optics/setup for the company's shares looking towards 2025.
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.
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JMP Securities分析師Patrick Walravens維持$賽富時 (CRM.US)$買入評級，維持目標價342美元。
根據TipRanks數據顯示，該分析師近一年總勝率為52.2%，總平均回報率為6.2%。
此外，綜合報道，$賽富時 (CRM.US)$近期主要分析師觀點如下：
經過一系列與合作伙伴的討論，第三季度出現了與預期相一致的交易活動跡象，以及更有前景的第四季度管道。 下一年加速營業額增長的預期正在增強可見度，因爲估值基礎預計將延續至2026年日曆年。
最近與重要的全球系統集成商進行的評估表明，在今年下半年開始時，企業IT支出呈現一貫穩定的趨勢，緊隨其後的是適度增長。
對最終數據雲加AF產品週期潛力的信心增加，儘管這已經反映在最近股價上漲中。 有一種觀點認爲，在其他地方存在更有吸引力的機會，GenAI可以更快地實現貨幣化，這可能會導致公司股票面對向2025年看齊的挑戰性景觀/設置。
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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。
