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How recommendation distribution changed over time
Only 2 analysts covering
Mixed views among analysts
Last evaluation 11 days ago
One-directional consensus
Stable interest level
Chronological view of analyst recommendations for this asset
The speaker evaluates the AI transformation in the software sector and the positioning of large-scale technology companies during this process.
Yahoo FinanceThe speaker evaluates pricing advantages in the software sector and the market positioning of cloud-based services.
Financial EducationThe speaker comments on the disruptive effects of AI in the software (SaaS) sector and the operational change requirements of existing giants.
CNBC TelevisionThe speaker examines Salesforce's market performance, buyback strategies, and position in the enterprise market.
CNBC TelevisionThe speaker scrutinizes the company's move to repurchase shares through borrowing, the share of AI revenues, and the competitive outlook in the market.
CNBC TelevisionThe speaker examines Salesforce's record $25 billion debt issuance plan, share buyback strategies, and the revenue share of the Agentforce platform.
CNBC TelevisionThe speaker evaluates the market share growth in enterprise AI solutions and the sector-specific adaptation processes of technology giants.
CNBC TelevisionThe speaker analyzes the recovery trend in the enterprise software sector and Salesforce's role in this cycle.
CNBC TelevisionThe speaker evaluates the transformation of the subscription model through AI integration and expectations for increased cash flow.
Financial EducationInterprets signals of a bottom forming in the software sector and the AI integration processes of enterprise software giants.
CNBC TelevisionThe speaker evaluates the impact of the strategic partnership with Anthropic on the company's data assets and its position in the industry.
CNBC TelevisionExamines current market dynamics in the SaaS sector and the price action of company shares following recent earnings reports.
CNBC TelevisionThe speaker evaluates the Salesforce buyback program, revenue guidance, and the general search for a bottom in the software sector.
CNBC TelevisionThe speaker evaluates recent price movements in the software sector and market reactions to Salesforce stock.
CNBC TelevisionThe speaker evaluates the company's recent earnings data, revenue guidance, and share buyback program.
CNBC TelevisionThe speaker and guest analyze the company's new share buyback program, valuation ratios, and AI software transformation.
CNBC TelevisionThe expert examines the potential impacts and risks of AI-based autonomous agents on traditional business software.
CNBC TelevisionThe speaker examines the overall direction of the software sector and the potential impact of AI on the business models of established companies like Salesforce.
CNBC TelevisionThe speaker examines Salesforce's changes in the software sector and the effects of AI on the pay-per-user model.
CNBC TelevisionThe speaker examines the company's forward P/E multiple, growth in the Agentforce platform, and bottom expectations in the software sector.
Financial EducationThe speaker evaluates the AI transformation in the software sector and the positioning of large-scale technology companies during this process.
* Does not constitute investment advice
The speaker evaluates pricing advantages in the software sector and the market positioning of cloud-based services.
* Does not constitute investment advice
The speaker comments on the disruptive effects of AI in the software (SaaS) sector and the operational change requirements of existing giants.
* Does not constitute investment advice
The speaker examines Salesforce's market performance, buyback strategies, and position in the enterprise market.
* Does not constitute investment advice
The speaker scrutinizes the company's move to repurchase shares through borrowing, the share of AI revenues, and the competitive outlook in the market.
* Does not constitute investment advice
The speaker examines Salesforce's record $25 billion debt issuance plan, share buyback strategies, and the revenue share of the Agentforce platform.
* Does not constitute investment advice
The speaker evaluates the market share growth in enterprise AI solutions and the sector-specific adaptation processes of technology giants.
* Does not constitute investment advice
The speaker analyzes the recovery trend in the enterprise software sector and Salesforce's role in this cycle.
* Does not constitute investment advice
The speaker evaluates the transformation of the subscription model through AI integration and expectations for increased cash flow.
* Does not constitute investment advice
Interprets signals of a bottom forming in the software sector and the AI integration processes of enterprise software giants.
* Does not constitute investment advice
The speaker evaluates the impact of the strategic partnership with Anthropic on the company's data assets and its position in the industry.
* Does not constitute investment advice
Examines current market dynamics in the SaaS sector and the price action of company shares following recent earnings reports.
* Does not constitute investment advice
The speaker evaluates the Salesforce buyback program, revenue guidance, and the general search for a bottom in the software sector.
* Does not constitute investment advice
The speaker evaluates recent price movements in the software sector and market reactions to Salesforce stock.
* Does not constitute investment advice
The speaker evaluates the company's recent earnings data, revenue guidance, and share buyback program.
* Does not constitute investment advice
The speaker and guest analyze the company's new share buyback program, valuation ratios, and AI software transformation.
* Does not constitute investment advice
The expert examines the potential impacts and risks of AI-based autonomous agents on traditional business software.
* Does not constitute investment advice
The speaker examines the overall direction of the software sector and the potential impact of AI on the business models of established companies like Salesforce.
* Does not constitute investment advice
The speaker examines Salesforce's changes in the software sector and the effects of AI on the pay-per-user model.
* Does not constitute investment advice
The speaker examines the company's forward P/E multiple, growth in the Agentforce platform, and bottom expectations in the software sector.
* Does not constitute investment advice
