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Is Microsoft Stock Overvalued At 28x Earnings?
Trefis9d agoneutral
Is Microsoft Stock Overvalued At 28x Earnings?

Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.

Is Salesforce (CRM) Cheap On Strong Q2 Results And Higher Guidance?
Simply Wall St.17d agoneutral
Is Salesforce (CRM) Cheap On Strong Q2 Results And Higher Guidance?

Salesforce (CRM) is back in focus after a strong fiscal Q2, with rapid uptake of its Agentforce and Data 360 AI platforms, along with the launch of Claudeforce alongside Anthropic, lifting investor confidence. The share price reaction has been sharp, with a 7 day share price return of 25.49% and a 30 day share price return of 40.26% after Salesforce surprised the market with Q2 results, Claudeforce news and higher guidance, even though the 1 year total shareholder return is 2.94% and the 5...

Salesforce Raised Guidance Again. Now It Has to Deliver the Revenue Acceleration
Insider Monkey17d agoneutral
Salesforce Raised Guidance Again. Now It Has to Deliver the Revenue Acceleration

Salesforce Inc. (NYSE:CRM) reported robust Q2 results recently, driven by strong demand for AI tools such as Agentforce. The company reported revenues of $11.35 billion, beating the expected figure of $11.32 billion. Earnings per share were $5.90 adjusted compared to expectations of $3.27. Wall Street firm Argus responded by raising the price target on Salesforce […]

Jim Cramer Explained Why Salesforce Inc. (NYSE:CRM)’s Shares Rose Ahead Of Earnings
Insider Monkey22d agoneutral
Jim Cramer Explained Why Salesforce Inc. (NYSE:CRM)’s Shares Rose Ahead Of Earnings

Salesforce Inc. (NYSE:CRM)’s shares surged by a whopping 21% on August 27th, the day after the firm reported its second quarter earnings. The results saw the firm post $11.35 billion in revenue and $5.90 in adjusted earnings per share. Both the figures beat analyst estimates and the firm’s free cash flow marked an 81% annual […]

3 Software Stocks Recently Raising Guidance
Zacks22d agoneutral
3 Software Stocks Recently Raising Guidance

Guidance upgrades are generally one of the most bullish things to watch for in earnings season, as renewed outlooks can often lead to positive EPS revisions, one of the strongest drivers of a stock's near-term movement.

Software and Chip Stocks Surge in AI-Fueled Earnings Blowout
The Wall Street Journal23d agobullish
Software and Chip Stocks Surge in AI-Fueled Earnings Blowout

Software and semiconductor stocks are high-flying in morning trading on the backs of stellar Salesforce, Crowdstrike and Nvidia earnings Wednesday. Salesforce is up more than 20%. The software giant said it was deepening its partnership with Anthropic, boosting investor confidence in its ability to integrate AI into its software.