BofA Securities analyst Bradley Sills maintains $Salesforce (CRM.US)$ with a buy rating, and maintains the target price at $390.
According to TipRanks data, the analyst has a success rate of 54.0% and a total average return of 5.3% 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 an eventual Data Cloud plus AF product cycle is recognized, although it may already be reflected in the recent uptick in share value. More attractive investment opportunities are identified where GenAI could be monetized sooner, leading to challenging perspectives and arrangements for Salesforce 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.
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.
美銀證券分析師Bradley Sills維持$賽富時 (CRM.US)$買入評級，維持目標價390美元。
根據TipRanks數據顯示，該分析師近一年總勝率為54.0%，總平均回報率為5.3%。
此外，綜合報道，$賽富時 (CRM.US)$近期主要分析師觀點如下：
在與合作伙伴進行了一系列討論後，似乎有跡象表明第三季度的交易活動與預期一致，同時第四季度的管道更加樂觀。對明年加速收入增長的預期正在提升可見性，因爲估值基礎預計將延續到2026年日曆年。
近期與重要的全球系統集成商的評估表明，企業IT支出持續呈現穩定的趨勢，在年度下半年初有溫和增加。
對未來數據雲加上AF產品週期的信懇智能有所增強，儘管這可能已經反映在近期股值的上漲中。發現更有吸引力的投資機會，在這些機會中，生成AI可能更早實現貨幣化，這導致對賽富時股票在2025年的前景和安排產生了挑戰性看法。
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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。
