Salesforce Stock Rises After Earnings as Software Sector Shows Signs of Bottoming - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Salesforce Stock Rises After Earnings. Has Software Hit Bottom?By [Angela Palumbo]ShareResize---ReprintsIn thi ...

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach between equity and derivatives [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] Stock Selection Criteria - The investor screens through thousands of stocks, primarily in the US, looking for those that have undergone recent sell-offs [1] - A key criterion for stock selection is insider buying after a sell-off, which may indicate confidence in the company's future performance [1] - Professional background checks are conducted on insiders who purchase shares, adding an additional layer of due diligence [1]

Let's turn to the moves in a few high-profile software names. Salesforce and Snowflake out with their results. Sema Modi with us now and has more on the readthrough.Sema, a nice bounce here with these two software names. I think for Salesforce, the big focus is on Agent Force, that AI pl agent platform that continues to gain momentum as we saw in this quarter with annual reoccurring revenue jumping to $800 million from 540 in the previous quarter. And over 60% of new bookings are coming from existing custom ...

赛富时(CRM.US)最新财报继续保持两位数增长，其旗舰人工智能产品Agentforce的商业化进展成为市场 关注焦点。不过，多家华尔街投行在肯定AI业务动能的同时，对公司整体收入增速能否明显回升仍持 观望态度。 财报显示，赛富时第四季度业绩稳健增长，Agentforce产品加速放量。智通财经APP获悉，摩根士丹利 分析师在报告中指出，Agentforce年化经常性收入(ARR)已达到8亿美元，同比增长169%；Data 360 ARR 规模升至10亿美元；Agentforce季度成交数量超过2.9万笔，环比增长50%。其中，超过60%的Agentforce 和Data 360订单来自现有客户的扩容，显示客户使用深度持续提升。 不过，摩根士丹利认为，单靠Agentforce的产品周期尚不足以显著提升市场对赛富时的估值，投资者仍 希望看到整体收入增速出现加快。从关键的剩余履约义务(cRPO)指标来看，若剔除约3个百分点的汇率 利好以及并购Informatica带来的约4个百分点贡献，公司有机、按固定汇率计算的cRPO增速约为9%，仅 符合公司此前指引，低于部分投资者预期的超预期表现。摩根士丹利维持对该股"增持" ...

Salesforce's record $50 billion stock-buyback plan is proving controversial on Wall Street - MarketWatch## Earnings Results# Salesforce's record $50 billion stock-buyback plan is proving controversial on Wall Street## Salesforce authorized one of the largest repurchase programs in history as it combats a relentless stock selloff, but some analysts feel the money would be better spent elsewherePublished: Feb. 26, 2026 at 11:02 a.m. ETShareResizeSalesforce returned 99% of its free cash flow to shareholders in ...

Salesforce in focus as well on this event is, this morning a major software slump. Software companies understand A. I.better than anybody else. Software companies don't sell software. They sell services.Software is a cost for them. And that cost is now going down very substantially because A. I.is the best at writing code. And so they actually have an opportunity to increase margins even further. It's just the market's ignoring that right now.So here's the latest this morning. A soft outlook from Salesforce ...

Nvidia, Sandisk, IonQ, D-Wave Quantum, Paramount, J.M. Smucker, Salesforce, and More Movers - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# These Stocks Are Today's Movers: Nvidia, Sandisk, IonQ, D-Wave Quantum, Paramount, J.M. Smucker, Sal ...

Salesforce Inc. gave a strong outlook for long-term sales and announced a large share buyback, helping assuage some of Wall Street’s fears about AI disruption of the software industry. “We’re well on our way” to $63 billion in annual revenue in fiscal year 2030, Chief Executive Officer Marc Benioff said Wednesday in a statement. Wall Street was expecting $60.3 billion. The company also announced a new $50 billion stock buyback program and increased its quarterly dividend to 44 cents per share. Most Read ...

客户服务软件商Salesforce(CRM.US)涨3.3%，报198.08美元。 消息面上，Salesforce公布截至1月底止第 四财季业绩，营收同比增长12%至112亿美元，略高于市场预期的111.8亿美元；净利润同比增长13%至 19.4亿美元，经调整每股盈利3.81美元，高于市场预期的3.04美元。Agentforce年度经常性收入同比激增 169%至8亿美元。此外，公司宣布500亿美元股票回购计划并上调季度股息，管理层将此定性为"绝佳买 入机会"。(格隆汇) ...

Marc Benioff isn't buying into the software apocalypse. Speaking on the company's Q4 earnings call on Wednesday, the Salesforce CEO downplayed fears that AI would wipe out software-as-a-service companies."If there is a 'SaaSpocalypse', it may be eaten by the 'SaaS-quatch' because there are a lot of companies using a lot of SaaS because it just got better with agents," Benioff said on the call. Fears of a SaaS AI wipeout have risen in recent weeks after Anthropic rolled out new agentic AI tools, hitting soft ...