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  4. Salesforce 'Faces Another Tough Setup' - Jefferies
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Salesforce 'Faces Another Tough Setup' - Jefferies

By Sam Boughedda A Jefferies analyst lowered the firm's price target on Salesforce (NYSE:CRM) on Monday, while a Goldman Sachs analyst said they expect the company's earnings to be...
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Salesforce 'Faces Another Tough Setup' - Jefferies © Reuters. Salesforce (CRM) 'Faces Another Tough Setup' - Jefferies

By Sam Boughedda

A Jefferies analyst lowered the firm's price target on Salesforce (NYSE:CRM) on Monday, while a Goldman Sachs analyst said they expect the company's earnings to be in line with consensus and guidance.

In a note to clients, the Jefferies analyst lowered the firm's price target on CRM to $250 per share from $260, maintaining a Buy rating.

The analyst explained: "CRM faces another tough setup with our survey indicating demand softness from macro impact. Our survey was the 3rd most negative survey since we began running it in F15 (other 2 at start of pandemic). The good news is partners still expect growth to rebound in '23. Given the tough setup heading into the Q, expectations are low. Still, CRM offers attractive risk-reward trading close to trough levels at 5x '23E rev. vs. comps at 9.2x (45%+ disc)."

Meanwhile, the Goldman analyst said, "going into the print we estimate revenue CC growth of 23% and operating margin of 18%, largely in-line with consensus and guidance."

"Trading on par with the NASDAQ since its strong F1Q23 results on May 31 (CRM +4% since June 1 vs NASDAQ +6%), investors are heading into the print with leveled expectations for revenue and leading indicators. When considering Slack's cRPO contributions of 400-500bps over the last year, management's 18% CC guide seems to have factored in significant deceleration (~4-5 points) in the organic portfolio (vs avg CC growth of 19%). Considering potential sales elongation from a tougher demand environment, the bar for 3Q cRPO will likely be set in the mid-teens, with Slack fully incorporated in this metric," added the Goldman Sachs analyst.

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01-05-2024 10:45:17 (UTC+7)

EUR/USD

1.0658

-0.0008 (-0.07%)

Summary

↑ Sell

Moving Avg:

Buy (0)

Sell (12)

Indicators:

Buy (2)

Sell (3)

EUR/USD

1.0658

-0.0008 (-0.07%)

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↑ Sell

Moving Avg:

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Sell (12)

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Buy (2)

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GBP/USD

1.2475

-0.0015 (-0.12%)

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Moving Avg:

Buy (0)

Sell (12)

Indicators:

Buy (0)

Sell (10)

USD/JPY

157.91

+0.12 (+0.07%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (9)

Sell (0)

AUD/USD

0.6469

-0.0003 (-0.05%)

Summary

Neutral

Moving Avg:

Buy (10)

Sell (2)

Indicators:

Buy (2)

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USD/CAD

1.3780

+0.0003 (+0.03%)

Summary

↑ Buy

Moving Avg:

Buy (12)

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Buy (7)

Sell (0)

EUR/JPY

168.32

+0.10 (+0.06%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (9)

Sell (0)

EUR/CHF

0.9808

+0.0001 (+0.01%)

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Neutral

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Sell (12)

Indicators:

Buy (3)

Sell (2)

Gold Futures

2,295.80

-7.10 (-0.31%)

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Moving Avg:

Buy (0)

Sell (12)

Indicators:

Buy (0)

Sell (9)

Silver Futures

26.677

+0.023 (+0.09%)

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↑ Sell

Moving Avg:

Buy (2)

Sell (10)

Indicators:

Buy (0)

Sell (9)

Copper Futures

4.5305

-0.0105 (-0.23%)

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↑ Buy

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Buy (10)

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Crude Oil WTI Futures

81.14

-0.79 (-0.96%)

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Sell (12)

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Sell (7)

Brent Oil Futures

85.62

-0.71 (-0.82%)

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Natural Gas Futures

1.946

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Buy (0)

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Sell (5)

US Coffee C Futures

213.73

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Sell (9)

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Euro Stoxx 50

4,920.55

-60.54 (-1.22%)

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↑ Sell

Moving Avg:

Buy (4)

Sell (8)

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Buy (1)

Sell (7)

S&P 500

5,035.69

-80.48 (-1.57%)

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Buy (0)

Sell (12)

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Buy (0)

Sell (7)

DAX

17,921.95

-196.37 (-1.08%)

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Moving Avg:

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Sell (12)

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Sell (6)

FTSE 100

8,144.13

-2.90 (-0.04%)

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Sell

Moving Avg:

Buy (5)

Sell (7)

Indicators:

Buy (2)

Sell (4)

Hang Seng

17,763.03

+16.12 (+0.09%)

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Moving Avg:

Buy (0)

Sell (12)

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Buy (1)

Sell (6)

US Small Cap 2000

1,973.05

-42.98 (-2.13%)

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↑ Sell

Moving Avg:

Buy (0)

Sell (12)

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Buy (0)

Sell (7)

IBEX 35

10,854.40

-246.40 (-2.22%)

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Neutral

Moving Avg:

Buy (6)

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Sell (3)

BASF SE NA O.N.

49.155

+0.100 (+0.20%)

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Sell (12)

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Buy (1)

Sell (7)

Bayer AG NA

27.35

-0.24 (-0.87%)

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Sell (8)

Allianz SE VNA O.N.

266.60

+0.30 (+0.11%)

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Moving Avg:

Buy (0)

Sell (12)

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Buy (3)

Sell (5)

Adidas AG

226.40

-5.90 (-2.54%)

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Moving Avg:

Buy (0)

Sell (12)

Indicators:

Buy (2)

Sell (7)

Deutsche Lufthansa AG

6.714

-0.028 (-0.42%)

Summary

Neutral

Moving Avg:

Buy (3)

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Buy (9)

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Siemens AG Class N

175.90

-1.74 (-0.98%)

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Moving Avg:

Buy (0)

Sell (12)

Indicators:

Buy (0)

Sell (9)

Deutsche Bank AG

15.010

-0.094 (-0.62%)

Summary

Neutral

Moving Avg:

Buy (4)

Sell (8)

Indicators:

Buy (6)

Sell (2)

    EUR/USD 1.0658 ↑ Sell  
    GBP/USD 1.2475 ↑ Sell  
    USD/JPY 157.91 ↑ Buy  
    AUD/USD 0.6469 Neutral  
    USD/CAD 1.3780 ↑ Buy  
    EUR/JPY 168.32 ↑ Buy  
    EUR/CHF 0.9808 Neutral  
    Gold 2,295.80 ↑ Sell  
    Silver 26.677 ↑ Sell  
    Copper 4.5305 ↑ Buy  
    Crude Oil WTI 81.14 ↑ Sell  
    Brent Oil 85.62 ↑ Sell  
    Natural Gas 1.946 ↑ Sell  
    US Coffee C 213.73 ↑ Sell  
    Euro Stoxx 50 4,920.55 ↑ Sell  
    S&P 500 5,035.69 ↑ Sell  
    DAX 17,921.95 ↑ Sell  
    FTSE 100 8,144.13 Sell  
    Hang Seng 17,763.03 ↑ Sell  
    Small Cap 2000 1,973.05 ↑ Sell  
    IBEX 35 10,854.40 Neutral  
    BASF 49.155 ↑ Sell  
    Bayer 27.35 ↑ Sell  
    Allianz 266.60 ↑ Sell  
    Adidas 226.40 ↑ Sell  
    Lufthansa 6.714 Neutral  
    Siemens AG 175.90 ↑ Sell  
    Deutsche Bank AG 15.010 Neutral  
Mua/Bán 1 chỉ SJC
# So hôm qua # Chênh TG
SJC Eximbank8,300/ 8,500
(8,300/ 8,500) # 1,298
SJC 1L, 10L, 1KG8,300/ 8,520
(0/ 0) # 1,510
SJC 1c, 2c, 5c7,380/ 7,550
(0/ 0) # 540
SJC 0,5c7,380/ 7,560
(0/ 0) # 550
SJC 99,99%7,370/ 7,470
(0/ 0) # 460
SJC 99%7,196/ 7,396
(0/ 0) # 386
Cập nhật 01-05-2024 10:45:19
Xem lịch sử giá vàng SJC: nhấn đây!
ↀ Giá vàng thế giới
$2,285.72 -47.5 -2.04%
Live 24 hour Gold Chart
ʘ Giá bán lẻ xăng dầu
Sản phẩm Vùng 1 Vùng 2
RON 95-V25.44025.940
RON 95-III24.91025.400
E5 RON 92-II23.91024.380
DO 0.05S20.71021.120
DO 0,001S-V21.32021.740
Dầu hỏa 2-K20.68021.090
ↂ Giá dầu thô thế giới
WTI $80.83 +3.39 0.04%
Brent $85.50 +3.86 0.05%
$ Tỷ giá Vietcombank
Ngoại tệMua vàoBán ra
USD25.088,0025.458,00
EUR26.475,3627.949,19
GBP30.873,5232.211,36
JPY156,74166,02
KRW15,9219,31
Cập nhật lúc 10:45:15 01/05/2024
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