A product launch has made Oracle (NYSE:ORCL | ORCL Price Prediction) the standout in enterprise software, with Fusion Claw extending the company’s push into agentic AI. Oracle stock is at $139.54, up…
Salesforce trades at a fraction of what Microsoft and ServiceNow charge for AI growth, and that valuation gap is drawing serious attention. Whether it closes or widens depends on a bet most…
Two AI software giants both reported strong agentic bookings this summer, but they sit at opposite ends of the valuation spectrum. The case for buying the cheaper one is stronger than it…
At 8:36 AM ET this morning, Meta (NASDAQ:META | META Price Prediction) published “Meta launches enterprise platform, MongoDB CEO exits” to its newsroom, confirming it hired MongoDB (NASDAQ:MDB) CEO CJ Desai as…
The software group is being repriced. An enterprise software launch from Meta Platforms (NASDAQ:META | META Price Prediction) is behind the move, and the company behind the announcement is falling alongside the…
Salesforce shares are down nearly 10% this year, and one investor keeps scheduling purchase after purchase anyway. The reasoning comes down to a single strategic asset that every AI model will eventually…
Enterprise software stocks are rising in Wednesday morning trading while the broader large-cap technology group falls. The iShares Expanded Tech-Software Sector ETF (NYSEARCA:IGV) is up 1%. The Invesco QQQ Trust (NASDAQ:QQQ) is…
Wall Street spent all year convinced AI would hollow out Salesforce's business model, and every time the stock dipped, one investor kept adding to the position anyway. Here is why the cash…
Salesforce has bled out over 12 months while its enterprise software peers crater even harder, yet one Wall Street firm just planted a flag so far above current prices that it stands…
Something in Adobe (NASDAQ:ADBE | ADBE Price Prediction) has kept giving way this year. Adobe stock is at $239.29, and it’s down 32% year to date, a slide that outpaces many software…
Wall Street has targets for Google, NVIDIA, and Salesforce, but one analyst thinks those numbers still leave serious money on the table heading into 2027. Here is the math behind three bold…
Salesforce's agentic AI business is scaling at a pace that would make most enterprise software companies envious, yet the stock keeps getting priced like a relic from the CRM era. Something in…
Salesforce just unveiled Koa, its first homegrown AI model built for CRM reasoning, but a gap between launch and availability raises a pointed question: can a model nobody can buy yet actually…
Six Wall Street firms just raised their Salesforce price targets in a cluster, and the reasoning behind the coordinated move points to a fundamental shift in how analysts now value enterprise AI…
Vandita Jadeja Palantir is posting growth numbers that make every enterprise software peer look slow, yet the stock has gone nowhere for a year. Understanding why reveals something uncomfortable about what fair value actually…
