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Magnite (MGNI) delivered earnings and revenue surprises of +73.33% and +6.28%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Salesforce (CRM) closed at $192.98 in the latest trading session, marking a +1.04% move from the prior day.
At $190.99, Salesforce (CRM) looks set up for roughly 24% of upside over the next three years under a conservative scenario. Not a big number, and most of what the business is doing is already in the price. The question is whether even this modest move is defensible. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.
While investors focus on subscription seats, a different engine is firing up. Adobe is aggressively pivoting to a freemium model, nearly doubling its Creative Freemium monthly active users in a single year. This strategic shift is designed to capture a new generation of users through products like Firefly and Express. The company is trading near-term growth for a much larger top-of-funnel.
NOW's 23% YTD drop reflects AI competition and valuation concerns, even as subscription growth and AI monetization remain strong.
Microsoft, Salesforce, and ServiceNow continue to see strong demand, despite the sell-off in their share prices.
Salesforce has lagged behind the broader market over the past year, and analysts remain slightly bullish about the stock’s prospects.
Salesforce (CRM) has secured a three year Agentic Enterprise License Agreement with the U.S. Department of Veterans Affairs, a contract valued at up to US$1.6b that highlights growing demand for its AI driven government cloud services. See our latest analysis for Salesforce. The VA agreement lands after a month in which software stocks caught a tailwind and Salesforce secured higher profile around AI. However, the share price return is still down 26.68% year to date and the 5 year total...
A number of stocks jumped in the afternoon session after the software sector caught a massive tailwind, fueled by easing geopolitical tensions and a fresh wave of AI-driven M&A.
Palantir just delivered a software quarter that left analysts scrambling for new benchmarks, yet the stock sits far below its peak and the market seems unmoved. Here is what the numbers actually suggest about where shares go from here.
The company long defined by its professional-grade creative tools is now pursuing a radically different customer. It is retooling its entire user acquisition model to serve billions of consumers through a freemium funnel. This strategic pivot is already showing results, nearly doubling its Creative Freemium monthly active users in the last year alone. The goal is no longer just power and precision for experts but mass adoption.
CRM turns Slack into an AI-powered collaboration hub, driving bigger enterprise deals, deeper engagement and cross-selling potential.
Broadridge Financial (BR) delivered earnings and revenue surprises of +1.87% and +2.08%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
ServiceNow stock has been cut nearly in half while its rivals panic over AI disruption, and one investor just put $20,000 on the line betting the market has it completely wrong.
(Bloomberg) -- Early last year, venture capital firm Felix Capital set out to raise $600 million for its next fund, touting previous investments in fitness-machine maker Peloton Interactive Inc. and food-delivery service Deliveroo. But investors want to see returns from older funds before they commit new capital, and Felix is still $150 million short of its target, according to a person with knowledge of the matter.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBev
Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.
Salesforce (NYSE:CRM) currently trades at $184.02, while the Wall Street consensus price target sits at $241.72. That implies roughly 31% upside from current levels. Salesforce sells cloud-based CRM software and has repositioned itself as the operating system for what CEO Marc Benioff calls the “agentic enterprise,” with Agentforce and Data 360 driving growth. Wall Street ... Salesforce Remains Down But Turning Positive: 100%+ Returns Lie Ahead According to This Analyst
Federal cloud and AI contracts are on the rise. This comes as agencies race to modernize legacy systems and improve citizen services. It’s against this backdrop that the Department of Veterans Affairs (VA) has expanded its relationship with Salesforce Inc. (NYSE:CRM). On July 24, Salesforce announced that it has secured a 3-year agreement with the […]
Investors took profits in high-flying chip stocks and rotated into beaten-down software names, while also seeking the relative safety of defensive sectors such as energy and financials.
Salesforce shares cratered 30% this year before staging a surprise July reversal, and now a proprietary model is pointing to a very specific price target that cuts against the bearish narrative still dominating Wall Street.
How did investors get AI and Salesforce so wrong?
Stocks in software and retail see an upswing as investors pull back from AI infrastructure stocks.
Software is rapidly reducing operating expenses for businesses. This secular theme has materialized in superior earnings growth and stock price performance for most SaaS companies, and over the last six months, the industry’s 13.5% return has topped the S&P 500 by 8.6 percentage points.
Salesforce Inc. (NYSE:CRM)’s shares, like other stocks, haven’t performed well in today’s AI era. They are down by 30.9% over the past year and by 29.6% year-to-date. Cramer has discussed Salesforce Inc. (NYSE:CRM) several times over the past couple of months. Most of his remarks have focused on the split in investor sentiment about the […]
Salesforce stock has rebounded in recent weeks after a challenging start to the year, and valuation tools now suggest the market price may sit well below an intrinsic value estimate based on a Discounted Cash Flow (DCF) model. Year to date, Salesforce shares are down 27.4%, which means the recent bounce has not yet erased the earlier decline. The recent US$1.6b contract with the Department of Veterans Affairs can support long term cash flow expectations, while competitive pressure on Slack...
CorpGov hosted a fireside chat on July 28 from the floor of the New York Stock Exchange with Gabriel Hasson, Global Head of Governance, Shareholder and Activism Advisory, Managing Director at ICR. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed the back to fundamentals for corporate governance as shareholder activism reaches […] The post Activist Investors Shift Back to Basics: ICR Global Head of Governance Gabriel Hasson, Live at NYSE appeared first on Co
A moderate five-year correlation to the broad market says much of what Oracle does is genuinely its own, and its down-day behavior says what that costs.
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