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The fair value estimate for Salesforce has been updated from US$241.72 to US$275.87, an uplift of about 14% in the latest analyst model. This shift comes alongside new AI initiatives such as the Koa CRM reasoning model with NVIDIA, the US$3.6b Fin acquisition, and the AIforce rollout that aim to reshape how customers interact with Salesforce data and workflows. In the sections ahead you will see how these developments fit into the evolving analyst story and how to keep track of future...

Salesforce Inc. (NYSE:CRM) continues to strengthen its enterprise artificial intelligence offering as it looks to make AI a larger part of its customer relationship management ecosystem. On September 9, reports emerged that the company is prepared to spend as much as $2 billion to acquire Listen Labs, an AI-powered customer research platform. The potential deal […]

Anthropic is barreling toward what could be the largest IPO in history, with investors and bankers reportedly targeting a valuation near $2 trillion and a raise exceeding $86 billion when the offering launches as soon as mid-October — but retail...

Anthropic's IPO is expected to take place this year, but you can get exposure to the stock well before its big day.

Salesforce closed its $3.6 billion acquisition of Fin on September 10, 2026, finishing the deal months ahead of the original Q4 FY2027 schedule. While the speed of the transaction – likely reflecting smoother-than-expected regulatory clearance – is notable, the timing is more significant. The completion arrived on the same day Salesforce unveiled its Trusted Enterprise […]

AI stocks show diverging fortunes in Q3, with Nvidia, Snowflake and Palantir gaining momentum while AMD, Ciena and Google lag.

Salesforce's (CRM) updated fiscal 2027 outlook reflects a lift from both organic momentum and recent

By dominating the high-margin enterprise sector, Anthropic has become the leading AI lab ahead of its late 2026 public market debut.

UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one of them is almost impossible to argue against.

OpenAI is adding David Vélez, founder and global chief executive of Nubank, a Latin American digital services firm, and Robin Vince, the chief executive of Bank of New York Mellon to its board of directors, the company said. Vince will chair the audit committee, OpenAI said. The company has worked to improve its corporate governance after a previous set of directors abruptly fired Chief Executive Sam Altman three years ago for what they described as a lack of candor in his communications, throwing the company into disarray.

Salesforce is hoping its acquisition of Fin can help accelerate revenue growth.

Salesforce Inc. (NYSE:CRM) ranks among the AI stocks beyond NVIDIA that could surge in 2026. Following the company’s acquisition announcement for Fin, Citizens retained a Market Outperform rating and a $315 price target for Salesforce Inc. (NYSE:CRM) on June 23. Salesforce Inc. (NYSE:CRM) announced on June 15 that it had inked a definitive deal to […]

Salesforce's new acquisition has figured out how to win in the age of agentic AI.

SpaceX's IPO debut offers a template for trading Anthropic and OpenAI's expected Q4 2026 IPOs, including proxy vehicles, supply chain plays, and software sector rotation.

Salesforce (NYSE:CRM) is one of the 8 Best Generative AI Software Stocks to Buy in June. On June 15, Salesforce announced that it had forged a definitive agreement for the acquisition of customer agent company Fin, formerly Intercom, for approximately $3.6 billion. Salesforce said the acquisition will bring Fin’s customer agent platform to companies of […]

With a free cash flow yield of 11.07%, Salesforce, Inc. (NYSE:CRM) is included among the 12 Stocks From Companies Generating High Cash Flow. On June 15, Truist maintained its Buy rating on Salesforce, Inc. (NYSE:CRM). It also set a $280 price target on the stock. The firm noted that Salesforce announced a $3.6 billion acquisition of […]

Salesforce acquires AI agent firm Fin for $3.6 billion, adding a customer service agent that resolves 76% of support queries to its Agentforce platform.

Salesforce's (CRM) planned $3.6 billion acquisition of AI agent platform Fin strengthens its AI stra

Salesforce entered a definitive agreement to purchase Fin, an advanced AI-powered customer support platform formerly known as Intercom.

Salesforce says it wants to use Fin's team and technology to improve Agentforce, its existing enterprise platform that businesses can use to build custom AI agents that automate tasks.

The deal adds Fin's AI agent, which the company says resolves 76% of support queries without a human, to Salesforce's Agentforce platform

With a TTM operating cash flow of $15.22 billion, Salesforce, Inc. (NYSE:CRM) is included among the 12 Cash-Rich Stocks to Buy Right Now. On June 1, Bloomberg reported that Salesforce, Inc. (NYSE:CRM) holds a stake in Anthropic PBC worth about $5 billion. The move came after making a series of investments in the fast-growing AI startup. According […]

Technology stocks tumbled sharply Friday as the Nasdaq headed for its worst week in a year. Nasdaq Inc. shed nearly 2% in afternoon trades, as Nvidia, Micron and Sandisk fell. Tech behemoths like Amazon and Google edged lower.

Fresh off a $65 billion funding round, Anthropic filed its S-1 with the Securities and Exchange Commission.

Anthropic is joining in on the IPO fray to win tens of billions in capital and likely a valuation in the trillions. This IPO could significantly benefit Amazon (NASDAQ:AMZN), Salesforce (NYSE:CRM), and Alphabet (NASDAQ:GOOG). Before we look into how, let’s take a look at the IPO first. Anthropic’s decision for an IPO comes after SpaceX’s decision to ... 3 Stocks Poised to Make Billions from the Anthropic IPO

Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC, according to Bloomberg Businessweek’s Ed Ludlow. That speed alone tells you something about how AI capital markets are operating right now. In March, ... $960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing

The software sector is currently caught in a tug-of-war between profound optimism and existential dread over the future of artificial intelligence. After a brief period of euphoria, reality—and algorithmic trading—bit back hard, sending major software stocks tumbling in a sudden reversal. The iShares Expanded Tech-Software Sector ETF fell 3%, wiping out half of the 6% gains it had recorded just a day prior. The bleeding was widespread across the industry’s biggest names: Atlassian plunged 8%, Hu

Zoom (ZM) is actively shedding its reputation as a single-use utility. Following a robust Q1 FY27 earnings beat and a speculative surge tied to Anthropic's IPO plans, shares have rallied to $112. As the stock trades at a notable premium, investors must determine if Zoom's AI-driven enterprise pivot truly justifies this momentum.

AI giant Anthropic said on Monday it has confidentially filed for a U.S. initial public offering, teeing up a watershed moment for Wall Street's AI frenzy. Tech stocks continue to lead the Nasdaq Composite and S&P 500 in a record-breaking market rally, while Elon ‌Musk's SpaceX is set to price its IPO this month and Anthropic rival OpenAI, led by Sam Altman, is waiting on deck. U.S. stocks were ‌mixed on Monday afternoon, with the Nasdaq up 0.3%, the S&P 500 up 0.1% and the Dow industrials off 0.3%.

The deal is expected to close in the third quarter of FY27.