SALESFORCE WKN: A0B87V ISIN: US79466L3024 Kürzel: CRM Forum: Aktien Thema: Hauptdiskussion

'Once the market fully digests Salesforce’s complete earnings report, I would expect its stock to recover, at least somewhat. However, even if it doesn’t bounce back immediately, the company’s long-term share-price gains over the last five and 10 years demonstrate that it has staying power, so CRM’s recent sell-off has presented a compelling buy-the-dip opportunity.' https://www.tipranks.com/news/article/pltr-vs-crm-which-software-stock-is-the-better-buy?mod=mw_quote_news#google_vignette

Man, sagt doch nächstes Mal bescheid! Hab das voll verpasst.

Jeder will rein 🤣🤣🤣🤣

Yep, gut das ich gestern aufgestockt habe, nächstes mal nehm ich auch einen Hebel..

Hallo zusammen wie sind eure Einschätzungen könnten wir bald die 250€ Marke wieder sehen

Scheint sich doch recht schnell wieder gefangen zu haben. Alle US-Techs heute rund 2% im Minus und Salesforce 3% im Plus.

Fängt sich langsam

Hätte gedacht geht heute noch 4-5%runter Aber hält sich sehr gut und das auf einen Freitag😉

Dann bin ich ja beruhigt 😉

Third Bridge analyst Charlie Miner said Salesforce’s earnings were a “total mess” and cited an uninspiring growth narrative and deceleration in margin growth as being behind the stock reaction. “While Salesforce remains the undisputed leader in CRM and application software, its growth story, now driven by modest price hikes and drawn-out cross-sells, clashes with its desire to be viewed as an inspiring, nimble software leader ready to capitalize on a tremendous AI opportunity,” Miner added. D.A. Davidson analyst Gil Luria said in a note Thursday that the company was being “crowded out by AI.” He maintained a Neutral rating on the stock but lowered his price target to $230 from $300. However, he noted that underlying positives, including strong demand for its core products, gave management increased confidence in sticking to its full-year revenue guidance. Some analysts remained bullish on the stock, though, despite the disappointing earnings. Wedbush analyst Dan Ives described the report as a “small bump in the road into a stronger growth trajectory.” He has an Outperform rating on the shares and a $315 price target. “We would be buyers on weakness this morning as seeing the forest through the trees this is a turnaround in motion for a premier tech stalwart with a massive installed base led by one of the best CEOs in the global tech landscape,” Ives said in a note Thursday. Raymond James analyst Brian Peterson said the 15% after-hours selloff was “overdone,” and reiterated a Strong Buy rating on the stock with a $325 price target. He said that while a slowdown in growth is never going to be well-received, its magnitude in this case “isn’t thesis changing.” https://www.marketwatch.com/articles/salesforce-uipath-c3-ai-okta-tech-stocks-today-d3970eff?mod=mw_quote_news

Ungefähr meine Analyse.

So wie bei SAP auch? Wie du da schreibst😂

Fcf hat mich überzeugt und die Reaktion scheint mir deutlich überzogen. Nach meiner Analyse sehe ich Luft bis circa 300 Dollar. Wenn es nochmal fallen sollte, werde ich aufstocken.

Bin mit gestern Abend mal bei etwas unter 198€ mit einer kleinen Position rein. Legt man die avisierten $10 EPS zu Grunde, ist das KGV inzwischen recht attraktiv.

Meine Magische Miesmuschel sagt weiter fallende Kurse vorraus