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5 articles

Salesforce's AI Surge Justifies $265 Target as Agentforce Hits $1.5B ARR
U.S. Equities45d ago
Salesforce's AI Surge Justifies $265 Target as Agentforce Hits $1.5B ARR
CRM surged 22.6% on fiscal Q2 results showing $11.35B revenue and $5.90 adjusted EPS, with Agentforce and Data 360 ARR combined reaching $3.9B.
Salesforce Surges 21% on Earnings Beat and Claudeforce Launch
U.S. Equities47d ago
Salesforce Surges 21% on Earnings Beat and Claudeforce Launch
Salesforce lifted full-year guidance and unveiled Claudeforce, a new AI product integrating Anthropic's Claude into its platform, signaling SaaS will benefit from—not be disrupted by—AI.
Salesforce Crushes Q2, Anthropic Stake Worth $2.6B—Stock Deserves Higher Target
U.S. Equities48d ago
Salesforce Crushes Q2, Anthropic Stake Worth $2.6B—Stock Deserves Higher Target
The cloud giant posted 87 percent net income growth, 81 percent free cash flow beat, and $1.5B Agentforce run-rate—the market is underestimating the AI upside.
J.P. Morgan Starts Salesforce at Overweight With $250 Target, Calls AI Fears Overblown
U.S. Equities61d ago
J.P. Morgan Starts Salesforce at Overweight With $250 Target, Calls AI Fears Overblown
Analyst Samik Chatterjee sees 29 percent upside from current levels, betting a core-business rebound in late fiscal 2027 will force a market re-rating.
Salesforce Launches Agentforce Operations: The $300B Workflow Fix Enterprise AI Needs
Technology165d ago
Salesforce Launches Agentforce Operations: The $300B Workflow Fix Enterprise AI Needs
Salesforce's new Agentforce Operations platform addresses the critical workflow challenges hindering enterprise AI adoption, aiming to unlock significant value and establish a new competitive moat in the burgeoning market.