Wipro, HCL Tech, Tech-heavy Nasdaq ended lower on Thursday, as the world’s most valuable company, Nvidia, saw its share price decline by 5% a day after rising sharply, following its better-than-expected January quarter results and high revenue forecast for the ongoing quarter.Google-parent Additionally, the US labour department’s data showed that the number of Americans filing new applications for jobless benefits increased marginally last week and the unemployment rate appeared to hold steady this month. ...

Core Viewpoint - Salesforce reported strong fiscal fourth-quarter results with revenue and adjusted earnings per share exceeding analysts' expectations, alongside a $50 billion share repurchase authorization [1][2] Financial Performance - Total fiscal 2026 revenue increased by 10% year over year to $41.5 billion, with Q4 revenue growth accelerating to 10% on a constant-currency basis from 8% in the previous quarter [4] - Operating cash flow for fiscal 2026 rose by 15% to $15.0 billion, while free cash flow increased by 16% to $14.4 billion, reflecting strong cash generation capabilities [5] - Remaining performance obligations (RPO) reached $72.4 billion, up 14% year over year, with the current portion expected to be recognized over the next 12 months totaling $35.1 billion, up 16% [6] AI and Growth Drivers - The Agentforce suite, which includes autonomous AI agents, achieved $800 million in annual recurring revenue, marking a 169% year-over-year increase, indicating a positive impact from AI initiatives [7] - Despite strong RPO growth and Agentforce momentum, the company's guidance did not reflect a significant acceleration in overall growth trends [8] Guidance and Outlook - Management provided fiscal 2027 revenue guidance of $45.8 billion to $46.2 billion, implying approximately 11% growth at the midpoint, but this includes about three points from the acquisition of Informatica, suggesting underlying growth is in the high single digits [9] - For Q1 fiscal 2027, Salesforce expects revenue of $11.03 billion to $11.08 billion, representing a year-over-year increase of 12% to 13%, but this also includes contributions from Informatica [10] - Management anticipates organic revenue reacceleration in the second half of fiscal 2027, although the overall full-year guidance is viewed as disappointing [11] Valuation Considerations - The stock is currently trading at approximately 26 times earnings, reflecting expectations for high-single-digit to low-double-digit earnings-per-share growth in the coming years, which may not provide much room for error if growth slows [12][13] - Despite strong cash flow and an aggressive buyback program, the unimpressive growth outlook leads to a perception that the stock is fairly valued rather than undervalued [13]

【中金美股软件】CRM2026财年第四季度业绩速览 核心财务业绩： 1.营收规模与增速：第四季度营收达112.01亿美元，同比增长12%，超出市场一致预期0.1%，超出中金预期0.6%； 其中订阅与支持收入106.75亿美元，同比增长13%。 2026财年全年营收415.25亿美元，同比增长10%。 2.盈利表现： GAAP口径：第四季度营业利润18.6 【中金美股软件】CRM2026财年第四季度业绩速览 核心财务业绩： 2.盈利表现： GAAP口径：第四季度营业利润18.69亿美元，GAAP运营利润率16.7%；稀释后每股净收益2.07美元，2026财年 全年GAAP运营利润率20.1%，稀释后每股净收益7.80美元。 Non-GAAP口径：第四季度营业利润38.36亿美元，非GAAP运营利润率达34.2%；稀释后每股净收益3.81美 元，2026财年全年非GAAP运营利润率34.1%，稀释后每股净收益12.52美元。 3.现金流与股东回报： 第四季度运营现金流为54.64亿美元，2026财年全年运营现金流为149.96亿美元，同比增长15%；2026财年全年 自由现金流为144亿美元，同比增长16%。 2 ...

On Thursday, Cathie Wood-led Ark Invest executed significant trades involving Amazon.com Inc. (NASDAQ:AMZN)  , Baidu Inc. (NASDAQ:BIDU) , and Salesforce Inc. (NYSE:CRM) .The Amazon TradeThe Baidu TradeBaidu’s stock dropped following its quarterly results. The Chinese tech giant’s recent earnings report revealed a 4% year-over-year revenue decline, yet the company continues to invest in AI.The Salesforce TradeARKW fund sold 15,622 shares of Salesforce valued at approximately $3.1 million based on the closing ...

Second telltale sign that it was all just an artificial program and not the reality of business. The absurd relentless buying of the enterprise software companies that have been written off for dead. Consider workday.How many times did I hear in the last six months that workday was going to be crushed by anthropic and AI company that can let's say mimic pretty much every software company out there. I never fully believe that story but it's partially true and it killed the entire cohort. The pessimism was so ...

Core Insights - Salesforce shares rose 4% to close just under $200, making it the best-performing stock in the Dow Jones Industrial Average on a day when the broader tech sector declined [1] - The company posted strong fourth-quarter results, exceeding analysts' estimates, driven by growing demand for its AI offerings, although its full-year revenue outlook fell short of expectations [1] - Analysts from Wedbush, Goldman Sachs, and Deutsche Bank remain bullish on Salesforce, with Wedbush calling it a "long-term winner" of the AI boom, despite lowering its price target from $375 to $325 [1] Financial Performance - Salesforce's fourth-quarter sales and profits surpassed analysts' estimates, indicating strong performance in the AI segment [1] - Despite the recent gains, Salesforce shares have lost approximately 25% of their value since the beginning of the year [1] - Price targets from Goldman Sachs and Deutsche Bank were adjusted to $281 and $255, respectively, still suggesting significant upside potential for the stock [1] Market Sentiment - The results are expected to improve sentiment around Salesforce shares, which have faced pressure alongside other software stocks due to concerns about AI disruption [1] - Wedbush characterized the recent sell-off in software stocks as "overblown," reinforcing a positive outlook for Salesforce in the context of the AI market [1]

Company Insights - Salesforce reported a significant quarter with $11.2 billion in revenue, reflecting an 11.2% year-over-year increase and expanding margins, indicating strong enterprise software demand and effective management [3][4][5] - The company announced a $50 billion buyback program, one of the largest in history, signaling confidence in its business model and discipline in capital allocation [4][5] - Salesforce's growth is attributed to its innovative products like Agent Force and Data Cloud, which are contributing to its strong cash flow and long-term stability [5][12] Industry Trends - The overall software market is projected to reach $1.4 trillion this year, highlighting the growth potential for companies like Salesforce and Snowflake [14] - Snowflake reported a 30% year-over-year increase in product revenue, exceeding $1.2 billion, and secured its largest contract worth over $400 million, indicating strong demand in the data storage and processing sector [7][10] - The competitive landscape is shifting due to AI advancements, with companies needing to adapt their revenue and licensing models to remain viable [8][12] Competitive Analysis - Snowflake is seen as a barometer for AI workload demand, with its consumption-based model providing sensitive signals about market trends [9][10] - Despite Snowflake's positive revenue growth, concerns remain regarding its profitability, as it reported a net loss of $39 million, and competitive pressures from companies like Databricks, Microsoft, and Oracle [12][13]

If a company can reinvest internally at 20 percent incremental returns with a long runway ahead of it, retiring shares might be the wrong decision. High return reinvestment compounds faster than financial engineering. On the other hand, if incremental opportunities are narrowing and the stock trades at a double-digit free cash flow yield, buying back shares may be the highest return project available. The market understands that tradeoff. It doesn’t react to the size of the authorization. It reacts to what ...

北京时间2月27日凌晨，美股周四收盘涨跌不一。科技巨头英伟达和软件巨头Salesforce的最新业绩未能 提振大盘。美国上周初请失业金人数低于预期。 道指涨17.05点，涨幅为0.03%，报49499.20点；纳指跌273.69点，跌幅为1.18%，报22878.38点；标普 500指数跌37.26点，跌幅为0.54%，报6908.87点。 英伟达股价下跌逾5%，尽管这家芯片巨头公布的第四季度盈利和营收均超出预期。此次下跌使该股有 望创下自去年四月以来的最差单日表现。其他芯片股，如博通、泛林集团、西部数据和应用材料，跌幅 均超过5%。AMD下跌3.4%． Facet首席投资官Tom Graff表示："市场目前处于强烈的'用事实证明'模式，而英伟达的这些财报并没有 完全'证明'自己。英伟达正面临股票价格已经体现的高预期，同时又遭遇市场怀疑的困境。这可能会使 股价至少在接下来几个季度经历颠簸。" 另一方面，近期人工智能颠覆担忧的最大受害者之一赛富时（Salesforce）股价上涨4%，此前这家软件 公司宣布最新季度业绩超预期。然而，该公司发布的2027财年营收预测令人失望。 Main Street Researc ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists across key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered by the team includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans to maintain quality and best practices in content production [5]