Webush upgrades Snowflake, Elastic to Outperform on AI optimism

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Morgan Stanley on salesforce.com (CRM): 'Q3 Preview – Enamored with the Opportunity, Cautious on the Expectations'

November 25, 2024 8:48 AM EST

Morgan Stanley analyst Keith Weiss reiterated an Overweight rating and $330.00 price target on salesforce.com (NYSE: CRM)

The analyst comments "Good Things Take Time. Heading into Salesforce's F3Q25 print, investor interest around software companies positioned to benefit from GenAI has increasedwhere Salesforce's Agentforce platform appears well positioned. With CRM shares up 32% over the past three months, outperforming the large-cap software median by 3%, we are monitoring the potential risk of rising investor expectations and see two key questions heading into the print: 1) Where Are Expectations, Really? We are optimistic about the... More

Palantir Technologies Inc. (PLTR) PT Raised to $75 at BofA Securities

November 25, 2024 6:12 AM EST

BofA Securities analyst Mariana Perez Mora raised the price target on Palantir Technologies Inc. (NYSE: PLTR) to $75.00 (from $55.00) while maintaining a Buy rating.

The analyst comments "We think PLTR penetration in both government and commercial applications is in the early innings. The incremental... More