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 Posted: Sat Mar 01, 2025 2:01 am
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Posted: Sat Mar 01, 2025 2:09 am
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Posted: Sat Mar 01, 2025 2:12 am
Salesforce (NYSE:CRM) shares slipped slightly on Thursday, following its fourth quarter fiscal 2025 financial results, but analysts note the customer relations management company remains on track for 10% revenue growth for the year in progress with potential upside on its artificial intelligence strategy.
"Few enterprise software companies have really ever delivered these kinds of numbers and I guess only a couple have ever delivered guidance in the $40 billions, which is where we are," said Salesforce CEO Marc Benioff during Wednesday's earnings call. "And our two newest major products are Data Cloud and Agentforce, AI product line now, we can see as a multibillion dollar product line. So we're excited to be in that kind of rarefied air of delivering a multibillion dollar AI product line."
Despite Salesforce projecting fiscal 2026 revenue at a $40.7B midpoint, it was less than the consensus estimate of $41.5B.
"The company provides FY26 guidance that came in below the Street across the top and bottom-lines as the company anticipates a $200 million FX headwind to FY26 revenue generation while looking to drive further traction with its Agentforce strategy," said Wedbush analyst Daniel Ives, in a Thursday investor note.
Wedbush reiterated its Outperform rating on the stock and its hefty $425 price target.
"The monetization of Agentforce is still in the early stages of playing out, and we believe that the company is taking a prudent approach to scaling the Agentforce that will pay off over the long term with the AI Revolution now entering the software phase," Ives added.
Meanwhile, Morgan Stanley maintained its Overweight rating and a $405 price target, as the firm believes Agentforce can drive upside in fiscal 2026.
"Since going into General Availability in October, Salesforce signed over 5,000 Agentforce deals, inclusive of more than 3,000 paying Agentforce customers," said Morgan Stanley analysts, led by Keith Weiss, in an investor note. "Further, management introduced a new metric for Data Cloud + AI (Agentforce and Copilot), which reached $900M in ARR, up 120% YoY."
BofA Securities reiterated its Buy rating on Salesforce, but lowered its price target to $400 from $440, as it finds the company is becoming a quality GARP, or growth at a reasonable price, stock.
"No change to our view that Salesforce is emerging as the next quality GARP stock with durable low double-digit revenue growth and mid-teens FCF growth," said BofA analysts Brad Sills and Carly Liu. "Also, while there were some puts and take this quarter, Salesforce remains on track for healthy topline reacceleration (to 12% to 13% in an upside case). Q4 results and outlook make it clear that the business is tracking to 10% growth and, with a better macro and Agentforce, each adding 1% to 2% points as we move through the year."
Salesforce competitor Oracle (ORCL) was up less than 1% during early Thursday trading, while SAP SE (SAP) inched down 1%. Microsoft (MSFT) edged up 0.5%.
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Posted: Sat Mar 01, 2025 2:15 am
Salesforce (NYSE:CRM) shares slipped slightly on Thursday, following its fourth quarter fiscal 2025 financial results, but analysts note the customer relations management company remains on track for 10% revenue growth for the year in progress with potential upside on its artificial intelligence strategy.
"Few enterprise software companies have really ever delivered these kinds of numbers and I guess only a couple have ever delivered guidance in the $40 billions, which is where we are," said Salesforce CEO Marc Benioff during Wednesday's earnings call. "And our two newest major products are Data Cloud and Agentforce, AI product line now, we can see as a multibillion dollar product line. So we're excited to be in that kind of rarefied air of delivering a multibillion dollar AI product line."
Despite Salesforce projecting fiscal 2026 revenue at a $40.7B midpoint, it was less than the consensus estimate of $41.5B.
"The company provides FY26 guidance that came in below the Street across the top and bottom-lines as the company anticipates a $200 million FX headwind to FY26 revenue generation while looking to drive further traction with its Agentforce strategy," said Wedbush analyst Daniel Ives, in a Thursday investor note.
Wedbush reiterated its Outperform rating on the stock and its hefty $425 price target.
"The monetization of Agentforce is still in the early stages of playing out, and we believe that the company is taking a prudent approach to scaling the Agentforce that will pay off over the long term with the AI Revolution now entering the software phase," Ives added.
Meanwhile, Morgan Stanley maintained its Overweight rating and a $405 price target, as the firm believes Agentforce can drive upside in fiscal 2026.
"Since going into General Availability in October, Salesforce signed over 5,000 Agentforce deals, inclusive of more than 3,000 paying Agentforce customers," said Morgan Stanley analysts, led by Keith Weiss, in an investor note. "Further, management introduced a new metric for Data Cloud + AI (Agentforce and Copilot), which reached $900M in ARR, up 120% YoY."
BofA Securities reiterated its Buy rating on Salesforce, but lowered its price target to $400 from $440, as it finds the company is becoming a quality GARP, or growth at a reasonable price, stock.
"No change to our view that Salesforce is emerging as the next quality GARP stock with durable low double-digit revenue growth and mid-teens FCF growth," said BofA analysts Brad Sills and Carly Liu. "Also, while there were some puts and take this quarter, Salesforce remains on track for healthy topline reacceleration (to 12% to 13% in an upside case). Q4 results and outlook make it clear that the business is tracking to 10% growth and, with a better macro and Agentforce, each adding 1% to 2% points as we move through the year."
Salesforce competitor Oracle (ORCL) was up less than 1% during early Thursday trading, while SAP SE (SAP) inched down 1%. Microsoft (MSFT) edged up 0.5%.
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Posted: Sat Mar 01, 2025 2:16 am
Salesforce (NYSE:CRM) shares slipped slightly on Thursday, following its fourth quarter fiscal 2025 financial results, but analysts note the customer relations management company remains on track for 10% revenue growth for the year in progress with potential upside on its artificial intelligence strategy.
"Few enterprise software companies have really ever delivered these kinds of numbers and I guess only a couple have ever delivered guidance in the $40 billions, which is where we are," said Salesforce CEO Marc Benioff during Wednesday's earnings call. "And our two newest major products are Data Cloud and Agentforce, AI product line now, we can see as a multibillion dollar product line. So we're excited to be in that kind of rarefied air of delivering a multibillion dollar AI product line."
Despite Salesforce projecting fiscal 2026 revenue at a $40.7B midpoint, it was less than the consensus estimate of $41.5B.
"The company provides FY26 guidance that came in below the Street across the top and bottom-lines as the company anticipates a $200 million FX headwind to FY26 revenue generation while looking to drive further traction with its Agentforce strategy," said Wedbush analyst Daniel Ives, in a Thursday investor note.
Wedbush reiterated its Outperform rating on the stock and its hefty $425 price target.
"The monetization of Agentforce is still in the early stages of playing out, and we believe that the company is taking a prudent approach to scaling the Agentforce that will pay off over the long term with the AI Revolution now entering the software phase," Ives added.
Meanwhile, Morgan Stanley maintained its Overweight rating and a $405 price target, as the firm believes Agentforce can drive upside in fiscal 2026.
"Since going into General Availability in October, Salesforce signed over 5,000 Agentforce deals, inclusive of more than 3,000 paying Agentforce customers," said Morgan Stanley analysts, led by Keith Weiss, in an investor note. "Further, management introduced a new metric for Data Cloud + AI (Agentforce and Copilot), which reached $900M in ARR, up 120% YoY."
BofA Securities reiterated its Buy rating on Salesforce, but lowered its price target to $400 from $440, as it finds the company is becoming a quality GARP, or growth at a reasonable price, stock.
"No change to our view that Salesforce is emerging as the next quality GARP stock with durable low double-digit revenue growth and mid-teens FCF growth," said BofA analysts Brad Sills and Carly Liu. "Also, while there were some puts and take this quarter, Salesforce remains on track for healthy topline reacceleration (to 12% to 13% in an upside case). Q4 results and outlook make it clear that the business is tracking to 10% growth and, with a better macro and Agentforce, each adding 1% to 2% points as we move through the year."
Salesforce competitor Oracle (ORCL) was up less than 1% during early Thursday trading, while SAP SE (SAP) inched down 1%. Microsoft (MSFT) edged up 0.5%.
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Posted: Sat Mar 01, 2025 2:20 am
Salesforce (NYSE:CRM) shares slipped slightly on Thursday, following its fourth quarter fiscal 2025 financial results, but analysts note the customer relations management company remains on track for 10% revenue growth for the year in progress with potential upside on its artificial intelligence strategy.
"Few enterprise software companies have really ever delivered these kinds of numbers and I guess only a couple have ever delivered guidance in the $40 billions, which is where we are," said Salesforce CEO Marc Benioff during Wednesday's earnings call. "And our two newest major products are Data Cloud and Agentforce, AI product line now, we can see as a multibillion dollar product line. So we're excited to be in that kind of rarefied air of delivering a multibillion dollar AI product line."
Despite Salesforce projecting fiscal 2026 revenue at a $40.7B midpoint, it was less than the consensus estimate of $41.5B.
"The company provides FY26 guidance that came in below the Street across the top and bottom-lines as the company anticipates a $200 million FX headwind to FY26 revenue generation while looking to drive further traction with its Agentforce strategy," said Wedbush analyst Daniel Ives, in a Thursday investor note.
Wedbush reiterated its Outperform rating on the stock and its hefty $425 price target.
"The monetization of Agentforce is still in the early stages of playing out, and we believe that the company is taking a prudent approach to scaling the Agentforce that will pay off over the long term with the AI Revolution now entering the software phase," Ives added.
Meanwhile, Morgan Stanley maintained its Overweight rating and a $405 price target, as the firm believes Agentforce can drive upside in fiscal 2026.
"Since going into General Availability in October, Salesforce signed over 5,000 Agentforce deals, inclusive of more than 3,000 paying Agentforce customers," said Morgan Stanley analysts, led by Keith Weiss, in an investor note. "Further, management introduced a new metric for Data Cloud + AI (Agentforce and Copilot), which reached $900M in ARR, up 120% YoY."
BofA Securities reiterated its Buy rating on Salesforce, but lowered its price target to $400 from $440, as it finds the company is becoming a quality GARP, or growth at a reasonable price, stock.
"No change to our view that Salesforce is emerging as the next quality GARP stock with durable low double-digit revenue growth and mid-teens FCF growth," said BofA analysts Brad Sills and Carly Liu. "Also, while there were some puts and take this quarter, Salesforce remains on track for healthy topline reacceleration (to 12% to 13% in an upside case). Q4 results and outlook make it clear that the business is tracking to 10% growth and, with a better macro and Agentforce, each adding 1% to 2% points as we move through the year."
Salesforce competitor Oracle (ORCL) was up less than 1% during early Thursday trading, while SAP SE (SAP) inched down 1%. Microsoft (MSFT) edged up 0.5%.
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Posted: Sat Mar 01, 2025 2:20 am
Salesforce (NYSE:CRM) shares slipped slightly on Thursday, following its fourth quarter fiscal 2025 financial results, but analysts note the customer relations management company remains on track for 10% revenue growth for the year in progress with potential upside on its artificial intelligence strategy.
"Few enterprise software companies have really ever delivered these kinds of numbers and I guess only a couple have ever delivered guidance in the $40 billions, which is where we are," said Salesforce CEO Marc Benioff during Wednesday's earnings call. "And our two newest major products are Data Cloud and Agentforce, AI product line now, we can see as a multibillion dollar product line. So we're excited to be in that kind of rarefied air of delivering a multibillion dollar AI product line."
Despite Salesforce projecting fiscal 2026 revenue at a $40.7B midpoint, it was less than the consensus estimate of $41.5B.
"The company provides FY26 guidance that came in below the Street across the top and bottom-lines as the company anticipates a $200 million FX headwind to FY26 revenue generation while looking to drive further traction with its Agentforce strategy," said Wedbush analyst Daniel Ives, in a Thursday investor note.
Wedbush reiterated its Outperform rating on the stock and its hefty $425 price target.
"The monetization of Agentforce is still in the early stages of playing out, and we believe that the company is taking a prudent approach to scaling the Agentforce that will pay off over the long term with the AI Revolution now entering the software phase," Ives added.
Meanwhile, Morgan Stanley maintained its Overweight rating and a $405 price target, as the firm believes Agentforce can drive upside in fiscal 2026.
"Since going into General Availability in October, Salesforce signed over 5,000 Agentforce deals, inclusive of more than 3,000 paying Agentforce customers," said Morgan Stanley analysts, led by Keith Weiss, in an investor note. "Further, management introduced a new metric for Data Cloud + AI (Agentforce and Copilot), which reached $900M in ARR, up 120% YoY."
BofA Securities reiterated its Buy rating on Salesforce, but lowered its price target to $400 from $440, as it finds the company is becoming a quality GARP, or growth at a reasonable price, stock.
"No change to our view that Salesforce is emerging as the next quality GARP stock with durable low double-digit revenue growth and mid-teens FCF growth," said BofA analysts Brad Sills and Carly Liu. "Also, while there were some puts and take this quarter, Salesforce remains on track for healthy topline reacceleration (to 12% to 13% in an upside case). Q4 results and outlook make it clear that the business is tracking to 10% growth and, with a better macro and Agentforce, each adding 1% to 2% points as we move through the year."
Salesforce competitor Oracle (ORCL) was up less than 1% during early Thursday trading, while SAP SE (SAP) inched down 1%. Microsoft (MSFT) edged up 0.5%.
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Posted: Sat Mar 01, 2025 2:27 am
I assume you’re asking me to dig deeper into Axon Enterprise (AXON) with the “yes”—likely wanting more financial insights tied to Benjamin Graham’s strategy of buying quality growth stocks when depressed. Let’s refine the analysis as of March 1, 2025, with your trader’s lens in mind.
Axon’s quality shines through its latest numbers. Q4 2024 revenue hit $575.1M (31% YoY growth), with full-year 2024 at $2.35B—up 33% from 2023. Cloud and Sensors grew 44%, and TASER sales jumped 25%, fueled by the TASER 10 launch.Margins are juicy: 59.6% gross margin, 26.7% adjusted EBITDA. Net income spiked to $377M for the year, boosted by investment gains, though operating income dipped due to higher expenses. With $1.5B in cash and $10.1B in future contracted revenue (think 10-year subscription deals), this is a cash-flow machine with a moat—near-monopoly in TASERs, sticky software, and a $63B TAM. Graham would nod at the durability: 95%+ retention, recurring revenue, and secular demand from public safety budgets.
The “depressed” part? AXON’s stock slid 15% from its $715.99 peak in December 2024 to $600 by mid-February 2025, pre-earnings. Post-Q4 beat (EPS $1.67 vs. $1.40 expected) and a 2025 revenue guide of $2.55B–$2.65B (25% growth midpoint), it’s back to $683.41—up 13% after hours on February 25. That dip brought its forward P/E from 135 to 116 (2025 EPS ~$5.85) and P/S from 30x to 26x. X posts flagged this as a buying chance, with sentiment shifting bullish post-earnings. For Graham, $600 was closer to “depressed”—a 200-day moving average support level—offering a better margin of safety.
Here’s the financial twist: even at $683, Axon’s not cheap. Free cash flow yield is still thin (0.6%), and its P/E dwarfs Graham’s value sweet spot. But its 25%–35% growth (analysts see 27% revenue CAGR through 2027) and locked-in contracts justify the premium for a growth trader. Risks? Competition from Flock Safety or a federal budget crunch could dent momentum, though Axon’s RCMP deal (10,000+ body cameras) and enterprise push (e.g., Fairview Health trials) diversify that exposure.
Verdict: Axon’s a quality growth beast, but it’s only “depressed” during sharper pullbacks—like $550–$600. At $683, you’re paying for momentum, not a Graham bargain. If you’re trading, watch for dips to that 200-day MA; if you’re analyzing long-term, the fundamentals scream winner. Want me to pull the latest 10-K (filed February 2 cool or X trends for more granularity?
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Posted: Sat Mar 01, 2025 2:29 am
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Posted: Sat Mar 01, 2025 2:30 am
I assume you’re asking me to dig deeper into Axon Enterprise (AXON) with the “yes”—likely wanting more financial insights tied to Benjamin Graham’s strategy of buying quality growth stocks when depressed. Let’s refine the analysis as of March 1, 2025, with your trader’s lens in mind.
Axon’s quality shines through its latest numbers. Q4 2024 revenue hit $575.1M (31% YoY growth), with full-year 2024 at $2.35B—up 33% from 2023. Cloud and Sensors grew 44%, and TASER sales jumped 25%, fueled by the TASER 10 launch.Margins are juicy: 59.6% gross margin, 26.7% adjusted EBITDA. Net income spiked to $377M for the year, boosted by investment gains, though operating income dipped due to higher expenses. With $1.5B in cash and $10.1B in future contracted revenue (think 10-year subscription deals), this is a cash-flow machine with a moat—near-monopoly in TASERs, sticky software, and a $63B TAM. Graham would nod at the durability: 95%+ retention, recurring revenue, and secular demand from public safety budgets.
The “depressed” part? AXON’s stock slid 15% from its $715.99 peak in December 2024 to $600 by mid-February 2025, pre-earnings. Post-Q4 beat (EPS $1.67 vs. $1.40 expected) and a 2025 revenue guide of $2.55B–$2.65B (25% growth midpoint), it’s back to $683.41—up 13% after hours on February 25. That dip brought its forward P/E from 135 to 116 (2025 EPS ~$5.85) and P/S from 30x to 26x. X posts flagged this as a buying chance, with sentiment shifting bullish post-earnings. For Graham, $600 was closer to “depressed”—a 200-day moving average support level—offering a better margin of safety.
Here’s the financial twist: even at $683, Axon’s not cheap. Free cash flow yield is still thin (0.6%), and its P/E dwarfs Graham’s value sweet spot. But its 25%–35% growth (analysts see 27% revenue CAGR through 2027) and locked-in contracts justify the premium for a growth trader. Risks? Competition from Flock Safety or a federal budget crunch could dent momentum, though Axon’s RCMP deal (10,000+ body cameras) and enterprise push (e.g., Fairview Health trials) diversify that exposure.
Verdict: Axon’s a quality growth beast, but it’s only “depressed” during sharper pullbacks—like $550–$600. At $683, you’re paying for momentum, not a Graham bargain. If you’re trading, watch for dips to that 200-day MA; if you’re analyzing long-term, the fundamentals scream winner. Want me to pull the latest 10-K (filed February 2 cool or X trends for more granularity?
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Posted: Sat Mar 01, 2025 4:59 pm
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Posted: Sat Mar 01, 2025 5:01 pm
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Posted: Sat Mar 01, 2025 5:02 pm
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Posted: Sat Mar 01, 2025 5:02 pm
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Posted: Sat Mar 01, 2025 5:02 pm
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