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Truist maintains $400 target on Salesforce after event

Published 21/12/2024, 06:08 am
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CRM
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On Friday, Truist Securities confirmed its optimistic stance on Salesforce.com (NYSE:CRM), maintaining a Buy rating and a $400.00 price target for the company's stock. The endorsement follows Truist's attendance at the CRM's Agentforce World Tour event held earlier this week in Atlanta.

The event provided an opportunity for in-depth discussions with a range of CRM's customers, from a large global bank to a building materials manufacturer. This positive outlook aligns with InvestingPro data showing Salesforce's perfect Piotroski Score of 9 and impressive gross profit margins of 76.94%, indicating strong operational efficiency.

The feedback gathered from these conversations has bolstered Truist's confidence in the customer interest surrounding Agentforce. According to the firm, the product is not only re-engaging existing customers but also unlocking potential opportunities for cross-selling.

Additionally, the emphasis on data cleanliness has been noted, with Data Cloud, in particular, attracting significant interest and momentum as a near-term revenue driver.

Truist's assertion comes from direct observations and interactions at the event, highlighting the positive reception of CRM's offerings and the potential for new products to catalyze an uptick in revenue growth. The firm's reiterated Buy rating signals a continued belief in the company's market position and growth trajectory.

With a current revenue growth rate of 9.53% and a market capitalization of $328.79 billion, Salesforce continues to demonstrate its dominance as a prominent player in the software industry.

The maintained price target of $400.00 reflects Truist's unchanged valuation of Salesforce.com's shares in light of the recent event and customer feedback. The firm's analysis suggests that the company's continued innovation and product development are likely to have a favorable impact on its financial performance.

According to InvestingPro's Fair Value analysis, the stock appears slightly undervalued, with a "GREAT" overall financial health score of 3.23. Discover 15+ additional exclusive ProTips and comprehensive valuation metrics with an InvestingPro subscription.

Salesforce.com's stock rating and price target by Truist Securities remain unchanged, indicating a steady outlook for the company as it continues to engage with customers and expand its product offerings. Trading near its 52-week high of $369, the stock has demonstrated strong momentum.

The firm's confidence in Salesforce's growth is rooted in the tangible interest and engagement seen at the Agentforce World Tour event, which showcased the company's ability to connect with its user base and explore new avenues for revenue.

In other recent news, Salesforce is set for growth with forthcoming updates to the Atlas (NYSE:ATCO) Reasoning Engine. Stifel, a financial services firm, maintained its Buy rating for Salesforce, aligning with the broader analyst consensus. Agentforce 2.0, Salesforce's latest release, is anticipated to be fully available in February 2025, with certain features already being rolled out.

Salesforce's robust operational efficiency, reflected in its impressive 76.94% gross profit margins, supports these initiatives. The company also received an Outperform rating from Mizuho (NYSE:MFG) Securities and BMO Capital Markets, following the launch of Agentforce 2.0. Goldman Sachs (NYSE:GS) also reaffirmed their Buy rating on Salesforce, emphasizing the company's AI execution and potential growth in the digital labor market.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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