Salesforce Aktie News

SaaS stocks near 52-week lows may present selective opportunities for disciplined, long-term investors. A quality screen highlights large-cap names with strong ROA and improving valuation metrics. Adobe and FICO rank highest under a modified Magic Formula framework.

AI panic crushed SaaS and dragged down BDCs and asset managers. Trading at steep discounts and high dividend yields, we think that this is a historic opportunity. We explain why the market got it wrong and highlight rare opportunities to potentially win big.

Although the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have soared, the iShares Expanded Tech-Software Sector ETF recently plunged 32% from its all-time high. Potentially overblown concerns that generative AI will reduce or negate the need for software have crushed software stocks in recent weeks.

Not long ago, enterprise customer relationship management (CRM) software provider Salesforce (NYSE:CRM) was a darling of the technology sector.

Salesforce and other high-quality SaaS stocks have experienced indiscriminate panic selling, creating deep value relative to fundamentals and historical multiples. Salesforce now trades at a forward P/E of 14 and a PEG below 1, with gross margins near 78% and free cash flow outpacing Walmart, highlighting a stark valuation disconnect. AI-driven fears have overshot, with many software leaders li...

Software stocks may be down, but they're not out, according to analysts at Morgan Stanley.

Heavy short interest and stabilizing prices could spark a near-term rally—even as long-term AI fears linger.

Fears of AI displacing software companies resulted in share price drops for ServiceNow and Salesforce. Salesforce saw 9% year-over-year revenue growth in the third quarter and raised its 2025 full-year sales forecast.