Notícias

Atlassian opened the year looking like a poster child for Wall Street's fears about AI eating up the software market. Atlassian — a maker of software tools focused on workplace projects and collaboration — has been on a bounce-back rally since tumbling almost 60% during the first three months of the year. With a slight gain in Thursday's trading, Atlassian is ahead almost 19% on the year.

Six Wall Street firms just raised their Salesforce price targets in a cluster, and the reasoning behind the coordinated move points to a fundamental shift in how analysts now value enterprise AI software.

The fair value estimate for Salesforce has been updated from US$241.72 to US$275.87, an uplift of about 14% in the latest analyst model. This shift comes alongside new AI initiatives such as the Koa CRM reasoning model with NVIDIA, the US$3.6b Fin acquisition, and the AIforce rollout that aim to reshape how customers interact with Salesforce data and workflows. In the sections ahead you will see how these developments fit into the evolving analyst story and how to keep track of future...

Salesforce Inc. (NYSE:CRM) is expanding its AI monetization strategy while targeting stronger revenue growth, higher customer spending and continued shareholder returns. BNP Sees Revenue Reacceleration Ahead BNP Paribas analyst Stefan Slowinski came away from Salesforce’s Dreamforce Conference and Investor Day "incrementally positive," citing accelerating new business activity relative to existing contract values. He expects those trends to support a revenue reacceleration beginning in the third

Benioff keeping it real on NVDA.

Salesforce CEO Marc Benioff joins a growing group of tech leaders warning about AI risks and potential slowdown.

Grammy-Award winning artist will.i.am sits down with Bloomberg's Romaine Bostick from Dreamforce to discuss his efforts to develop personal AI agents for college students, and the fundraising efforts around his company, FYI.AI

Salesforce (CRM) trades near $250 a share, close to its 52-week high after a fast three-month run. Selling a put pays you now for agreeing to buy it much lower later, and you keep the payment either way. The catch: you only want this if you would be glad to own Salesforce at that lower price. The open part of that answer is how much its new agent products can actually be charged for.

Salesforce is making a high-stakes wager that the future of enterprise work isn’t inside your CRM, but inside your AI. By moving their Claudeforce partnership from an August announcement into an open beta at Dreamforce this September, the company is effectively pushing enterprise data outward into Claude’s native interface. This is a direct challenge to […]

Salesforce CEO Marc Benioff keeps it real on the state of AI.

Salesforce stood by its long-term growth targets and argued it can withstand the AI boom at its annual Dreamforce conference.

Adobe (ADBE) trades near $250, down about 28% over the past year while the S&P 500 gained about 16%. Over the past three months the stock has returned about 21%. The market pays 13.9 times trailing earnings for a company that just reported record quarterly revenue. A multiple that low prices Adobe as if meaningful growth is off the table. The scenario below tests that pricing, and its answer rests on whether Adobe's free users ever start paying.

A proposal from one of AI’s most influential CEOs has sparked a response from two industry heavyweights.

Salesforce (CRM) CEO Marc Benioff speaks with Yahoo Finance Executive Editor Brian Sozzi about how the AI industry is just following Nvidia (NVDA) CEO Jensen Huang's lead and the chipmaker's contribution to Salesforce's AIforce platform.

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

AI is shifting from disruption risk to growth engine

Palantir is posting growth numbers that make every enterprise software peer look slow, yet the stock has gone nowhere for a year. Understanding why reveals something uncomfortable about what fair value actually means for a company this unusual.

Docusign shares rose 13.4% in a month as customer expansion, rising IAM adoption and stronger cash flow supported the rally.

Snap (NYSE:SNAP) is catching a bid Thursday morning after the company used a Los Angeles event to layer workplace software into its Specs augmented reality (AR) glasses. Snap stock is up 3% to $5.90, extending a modest bounce off recent lows for a name that has struggled to hold rallies in 2026. The move sits […]

Salesforce (CRM) kicked off its Dreamforce 2026 conference this week, where the company unveiled its new AI-powered AIforce platform. Salesforce CEO Marc Benioff weighs in on how AI should be regulated, comparing the new technology to the addictive nature of cigarettes and social media on younger users.

The company once seen as vulnerable to generative AI now expects the technology to help carry revenue beyond Wall Street's forecast.

Snap's Specs Get a Major Boost From Nvidia, Amazon and Salesforce

Futures rebounded with the Nasdaq and S&P 500 eyeing key support. Generac, Nebius, Bloom Energy, SpaceX were early winners.

Salesforce’s long-term outlook comes after the company’s guidance raise last month, when it also posted higher second-quarter profit and revenue driven by accelerating demand for its artificial-intelligence and data products.

The CNBC host said conversations with top AI executives at the Salesforce conference left him confident spending will continue despite safety debate

Nvidia looks like a bargain, OpenAI reveals 6 ‘concerning’ incidents, and more news to start your day.

The software company's long-term outlook exceeded analyst estimates as it promoted AI partnerships at its annual conference

Snap Inc. (NYSE:SNAP) shares rose about 3% in Thursday premarket trading after new enterprise partnerships expanded the use cases for its SPECS augmented reality glasses. The stock also benefited from a risk-on backdrop, with S&P 500 futures up about 0.9%. SNAP had gained more than 4% in after-hours trading on Wednesday. Salesforce, AWS And Nvidia Expand SPECS Push Snap announced partnerships with Salesforce Inc. (NYSE:CRM), Nvidia Corp. (NASDAQ:NVDA) and Amazon.com Inc.’s (NASDAQ:AMZN) Amazon W

Snap AR glasses land Nvidia, AWS and Salesforce as enterprise partners. The stock is still down 30% this year.

Salesforce’s stronger-than-expected long-term revenue target is helping ease concerns that AI could disrupt its core software business.