BMO Capital analyst Keith Bachman maintains $Salesforce (CRM.US)$ with a buy rating, and adjusts the target price from $305 to $385.
According to TipRanks data, the analyst has a success rate of 62.2% and a total average return of 12.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Salesforce (CRM.US)$'s main analysts recently are as follows:
The latest increase in software stocks complicates the forecast for this quarter's earnings. Although there is a slight improvement in the software sector, it remains questionable whether this will be sufficient to further elevate stock values following their recent rally.
A series of discussions with partners indicates that deal activity in Q3 was generally consistent with expectations, with an improved pipeline for Q4. Salesforce is expected to see increasing visibility for an acceleration in top-line growth in the coming year as future valuations are projected into calendar year 2026.
Initial channel feedback on Salesforce's new Agentforce solution has been significantly positive, more so than previous introductions of new solutions. It is suggested that Agentforce could positively influence modest revenue and growth in the latter half of FY26. In anticipation of earnings reports, it is anticipated that Salesforce may achieve modest growth exceeding their constant-currency CRPO growth guidance.
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.
BMO資本市場分析師Keith Bachman維持$賽富時 (CRM.US)$買入評級，並將目標價從305美元上調至385美元。
根據TipRanks數據顯示，該分析師近一年總勝率為62.2%，總平均回報率為12.8%。
此外，綜合報道，$賽富時 (CRM.US)$近期主要分析師觀點如下：
最新一波軟件股上漲使得本季度業績的預測變得更加複雜。儘管軟件板塊略有改善，但仍然存疑股價是否會在最近的反彈後進一步提升。
與合作伙伴的一系列討論表明，第三季度的交易活動總體上符合預期，第四季度的管道有所改善。賽富時預計在未來幾年將看到加速營收增長的增加能見度，預期未來估值將延伸至2026年的日曆年。
有關賽富時新Agentforce解決方案的初步渠道反饋明顯積極，比之前推出的新解決方案更受好評。有人建議Agentforce可能會對FY26下半年的小幅營收和增長產生積極影響。在期待業績的時刻，預計賽富時可能會實現小幅增長，超過其不變貨幣CRPO增長預期。
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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。
