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Salesforce, Inc. (NYSE:CRM) remains deeply embedded with its customers despite growing concerns that artificial intelligence could disrupt its core software business. Recent customer survey data points to strong interest in the company’s platform for building and deploying AI agents, Agentforce, as the company expands the platform through new editions and capabilities. We recently examined whether […]

Recent commentary highlights that ServiceNow is seeing strong demand for its workflow platform, benefiting from AI-focused partnerships, cross-selling success, and an expanded ecosystem that has led management to raise its 2026 subscription revenue midpoint. At the same time, ServiceNow is increasingly positioned as a key competitor in AI-driven, cloud-based enterprise software, facing off against players like Salesforce and Atlassian while leveraging collaborations with Microsoft and...

Stifel, Canaccord Genuity and Guggenheim raised their targets to $300, while BMO Capital lifted its target to $285.

Adobe Inc. (NASDAQ:ADBE) delivered another quarter showing that artificial intelligence can strengthen incumbent software companies. Investors still want more proof. Reuters reported September 10 that Adobe’s third-quarter revenue rose to $6.76 billion, beating the $6.70 billion consensus estimate. Adjusted earnings of $6.13 per share also topped expectations. Adobe also raised its full-year revenue and earnings […]

Oracle cratered nearly 40% over the past year while quietly assembling a backlog that dwarfs its annual revenue, and now a single earnings date separates the stock from a potential breakout or a painful setback.

Salesforce (NYSE:CRM) shares jumped 11% in US premarket trading on Thursday after the enterprise software group delivered second-quarter results ahead of Wall Street expectations, supported by rapidly expanding artificial intelligence demand, stronger profitability and robust cash generation. Adjusted earnings reached $5.

Salesforce Inc (NYSE:CRM, XETRA:FOO) shares rose 11.4% after the bell on Wednesday after the enterprise software company posted second-quarter results that topped Wall Street estimates and raised its full-year guidance. The company reported fiscal 2027 second-quarter revenue of $11.3 billion,...

The software sector’s artificial-intelligence pain is starting to look chronic. Intuit Zoom Communications and Germany’s SAP were the latest stocks to join the industry’s increasingly crowded sickbed on Wednesday. Enterprise software giant SAP was downgraded to Neutral from Buy by UBS analysts.

Workday stock in focus as Deutsche Bank downgrades it to 'Hold.' Here’s why the firm’s analyst recommends caution in playing WDAY shares.

Wall Street is hitting the pause button on Workday after shares rose sharply higher on report of a posisble private-equity takeover.

JPMorgan says Salesforce stock is inexpensive to own at current levels. Here’s why the firm is bullish on CRM shares.

Salesforce has quietly become a much more profitable company, but investors don't seem to have noticed the transformation.

A top Morgan Stanley analyst just abandoned his bullish Salesforce stance, and the reason has less to do with Agentforce failing than with a timing problem that could keep the stock under pressure longer than investors expect.

Multiple downgrades have put Salesforce (CRM) under pressure, as Morgan Stanley and KeyBanc questioned whether its heavy AI and Agentforce investments are meaningfully lifting organic growth while legacy businesses continue to drag on performance. See our latest analysis for Salesforce. Those concerns are hitting a stock that has already been under pressure, with Salesforce’s share price down 31.48% year to date and its 1 year total shareholder return declining 33.18%, even after a recent...

Salesforce Hit by Morgan Stanley Downgrade Over Sluggish Growth Outlook

Morgan Stanley believes Salesforce is ‘actively disrupting itself to position for the agentic era.’

Netflix upgraded, Microsoft initiated: Wall Street's top analyst calls

Yahoo Finance's Josh Lipton takes a closer look at some of Thursday's trending tickers and stories, including Salesforce (CRM) getting downgraded, PepsiCo (PEP) earnings, and AstraZeneca's (AZN) trial miss.

Tractor Supply downgrade, Five Below upgraded: Wall Street's top analyst calls

Investing.com -- Bernstein revealed in a note on Thursday that it has downgraded Salesforce.com to Sector Weight from Outperform, removing its price target and citing weak customer feedback on the company's Agentforce artificial intelligence product.

Shares in software companies are among the biggest losers in premarket trading: Salesforce (CRM), IBM (IBM) and ServiceNow (NOW) are down around 4.5% Adobe (ADBE) and Workday (WDAY) fall over 3% ...

KeyBanc downgraded Salesforce on views its AI strategy isn't jelling. Salesforce stock stumbled on the news as other software companies also retreated.

Salesforce stock was downgraded late Wednesday by an analyst at KeyBanc who admitted he might be doing it “at exactly the wrong time.” Salesforce has fallen 37% this year and the iShares Expanded Tech-Software Sector ETF is down 13% amid fears about the disruption caused by artificial intelligence. More than 70% of analysts covering Salesforce stock think it’s a Buy, with an average price target of $241.08, implying a 45% jump from Wednesday’s closing price of $166.58.

KeyBanc downgraded Salesforce to ‘Sector Weight’ from ‘Overweight’ and removed its price target.

Salesforce Inc. (NYSE:CRM) is one of the best beaten-down technology stocks to buy now. On July 1, Guggenheim upgraded Salesforce Inc. (NYSE:CRM) to a Buy from Neutral and set a $228 price target. The new price target implies significant upside potential, as the stock has pulled back about 38% year to date to $163.23 a […]

Guggenheim Securities senior research analyst and senior managing director for software, John DiFucci, explains why he upgraded ServiceNow (NOW) and Salesforce (CRM) despite the AI-driven SaaSpocalypse.

The software giant has quietly transformed its profitability, but investors are still pricing it like the company it used to be.

Salesforce, Inc. (NYSE:CRM) is among our Best Software Stocks to Buy in 2026. Recently, on July 1, John DiFucci from Guggenheim upgraded Salesforce, Inc. (NYSE:CRM) from Neutral to Buy, while maintaining a price target of $228. ​The rating upgrade comes after the stock has fallen more than 35% over the past 6 months. The sell-off […]

Palantir stock continues to rise after bottoming at $107.27 last week. DA Davidson upgrades the stock to a Buy and sees 39% upside.

Investing.com -- Guggenheim Securities upgraded shares of Salesforce, Check Point Software Technologies and ServiceNow to Buy, arguing that investor concerns over artificial intelligence have driven software valuations to overly pessimistic levels despite limited evidence of severe business disruption.