After-hours movers: NVIDIA, HP Inc., Salesforce, SentinelOne

Stifel Reiterates Buy Rating on salesforce.com (CRM)

Stifel analyst Parker Lane reiterated a Buy rating and $375.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "Coming out of earnings and yesterday's product event, we are taking a closer look at the present and future state of Salesforce's... More

CFRA Reiterates Strong Buy Rating on salesforce.com (CRM)

CFRA analyst Angelo Zino reiterated a Strong Buy rating and $375.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "We keep our 12-month target at $375, on a P/E of 30x our CY 2026 EPS view of $12.50, above peers, but well below CRM's three-... More

salesforce.com (CRM) PT Lowered to $295 at Citi

Citi analyst Tyler Radke lowered the price target on salesforce.com (NYSE: CRM) to $295.00 (from $320.00) while maintaining a Neutral rating.

The analyst comments "While Q1 results likely met a low-bar, we maintain our Neutral rating on CRM seeing Agentforce remaining a show-me... More

FBN Securities Reiterates Outperform Rating on salesforce.com (CRM)

FBN Securities analyst Shebly Seyrafi reiterated an Outperform rating and $360.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "Retain Outperform. We retain our Outperform rating and $360PT on CRM following solid FQ1 results in which revenue grew by 8% Y/Y (and came in 1% above consensus), cRPO grew by 12% Y/Y (11% Y/Y at CC) and came i n 1.9% above consensus, billings grew by 11% Y/Y (and came in 2.5% above consensus), and NG EPS of $2.58 came in $.03 above consensus.... More

Wolfe on NVIDIA (NVDA): 'we think the pain trade for NVDA is higher'

Wolfe Research analyst Chris Caso reiterated an Outperform rating and $170.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "The report was favorable in that all of the investor concerns heading into the quarter have by now been addressed - rack production, China (now out of numbers) and AI diffusion (not being enforced). The most... More

salesforce.com (CRM) PT Lowered to $396 at Northland

Northland analyst Nehal Chokshi lowered the price target on salesforce.com (NYSE: CRM) to $396.00 (from $423.00) while maintaining a Outperform rating.

The analyst comments "cRPO beat due to FX tailwinds. Implied professional services raise and 22% increase in distribution capacity by end of FY26 point to... More

Edgewater Comments on NVIDIA (NVDA)

Edgewater Comments on NVIDIA (NASDAQ: NVDA)

Baird Reiterates Outperform Rating on NVIDIA (NVDA)

Baird analyst Tristan Gerra reiterated an Outperform rating and $195.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "Our $190B+ DC revenue estimate remains intact for this year, up nearly 70% YoY, embedding a sharp 2H re-acceleration. Our industry checks suggest no change in... More

Needham Reiterates Buy Rating on NVIDIA (NVDA)

Needham analyst Rajvindra Gill reiterated a Buy rating and $160.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "NVIDIA delivered an F1Q26 beat, but a miss on the F2Q26 guide due to the impact of H20 export controls. Our key... More

SentinelOne Inc (S) Shares Slide 11pct Overnight, JPMorgan Just Now Downgrading to Neutral, 'as we see better opportunities elsewhere within our coverage universe'

JPMorgan analyst Brian Essex downgraded SentinelOne Inc (NYSE: S) from Overweight to Neutral with a price target of $19.00 (from $22.00).

The analyst comments "SentinelOnes third ARR miss in five quarters likely translates into a longer recovery as the company works to rebuild investor confidence. SentinelOne delivered revenue growth and profitability relatively in-line with expectations for 1Q. But after having disappointed last quarter, the company missed its own ARR guidance this quarter, guided 2Q revenue below consensus, and cut its full-year growth outlook. Management cited incremental macro uncertainty in April that drove deal slippage, contributing to... More

KeyBanc Reiterates Overweight Rating on salesforce.com (CRM)

KeyBanc analyst Jackson Ader reiterated an Overweight rating and $440.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "Most of the headline metrics were either fine or even a slight disappointment relative to our forecasts, particularly in the core, but there was a single exception in current remaining performance obligation (cRPO). cRPO's constant currency growth was 11%, ahead of estimates of 10%, driving current bookings growth of 16.3%, more than double our estimate. For us, coupling the better... More

NVIDIA (NVDA) PT Raised to $205 at Melius

Melius analyst Ben Reitzes raised the price target on NVIDIA (NASDAQ: NVDA) to $205.00 (from $195.00) while maintaining a Buy rating.

The analyst comments "The Momentum is Back: We think the market reaction is right - and could get even better as we go throughout the year -... More

NVIDIA (NVDA) PT Raised to $135 at DA Davidson

DA Davidson analyst Gil Luria raised the price target on NVIDIA (NASDAQ: NVDA) to $135.00 (from $120.00) while maintaining a Neutral rating.

The analyst comments "We maintain our NEUTRAL rating and raise our price target from $120 to $135 on NVIDIA following mixed earnings results that saw... More

salesforce.com (CRM) PT Raised to $225 at DA Davidson

DA Davidson analyst Gil Luria raised the price target on salesforce.com (NYSE: CRM) to $225.00 (from $200.00) while maintaining a Underperform rating.

The analyst comments "Salesforce reported better than feared results, but the FY2026 outlook adjusting for FX and the F1Q... More

c3.ai (AI) PT Raised to $25 at DA Davidson

DA Davidson analyst Lucky Schreiner raised the price target on c3.ai (NYSE: AI) to $25.00 (from $18.00) while maintaining a Neutral rating.

The analyst comments "C3.ai reported 4Q25 earnings with shares rising after guidance met expectations and C3.ai announced the renewal... More

Stifel Reiterates Buy Rating on salesforce.com (CRM)

Stifel analyst Parker Lane reiterated a Buy rating and $375.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "Salesforce traded a touch higher (~1%) in response to a fairly clean start to the fiscal year. Not surprisingly, management offered a highly optimistic... More

c3.ai (AI) PT Raised to $22 at Morgan Stanley

Morgan Stanley analyst Sanjit Singh raised the price target on c3.ai (NYSE: AI) to $22.00 (from $20.00) while maintaining a Underweight rating.

The analyst comments "A 3-year extension of the Baker Hughes partnership and sustained +26% rev growth in Q4 likely qualifies as a... More

salesforce.com (CRM) PT Raised to $404 at Morgan Stanley

Morgan Stanley analyst Keith Weiss raised the price target on salesforce.com (NYSE: CRM) to $404.00 (from $393.00) while maintaining a Overweight rating.

The analyst comments "Q1 cRPO upside and reiteration of FY26 targets prove better than feared against macro volatility and rising... More

HP, Inc. (HPQ) PT Lowered to $29 at Evercore ISI

Evercore ISI analyst Amit Daryanani lowered the price target on HP, Inc. (NYSE: HPQ) to $29.00 (from $32.00) while maintaining a Outperform rating.

The analyst comments "ALL YOU NEED TO KNOW: HPQ reported a mixed Apr-qtr with a slight revenue beat and EPS below street due to a ~$0.12 headwind from unmitigated tariff impacts (revenue/EPS came in at $13.2B/$0.71 vs. consensus a $13.1B/$0.80). Top line growth in the quarter was driven by ~8% y/y growth in Personal... More

Evercore ISI on NVIDIA (NVDA): 'Still a Top Pick Post AprQ Report'

Evercore ISI analyst Mark Lipacis reiterated an Outperform rating and $190.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments "Still a Top Pick Post AprQ Report. We continue to view NVDA as a top pick post a 9% AprQ EPS beat and JulQ... More

JPMorgan Reiterates Overweight Rating on salesforce.com (CRM)

JPMorgan analyst Mark Murphy reiterated an Overweight rating and $380.00 price target on salesforce.com (NYSE: CRM)

The analyst comments "Heading into Salesforces Q1 results, we shared with investors our proprietary Salesforce partner survey (see presentation here and investor call recording here), wherein we noted that partner performance vs. plan remained fairly consistent with trending over the last ~2.5 years, while partners expected CY25 practice growth rates were holding firm on average and supportive of our existing revenue forecasts. We also noted some degradation in other metrics, though highlighted that these metrics... More

JPMorgan Reiterates Overweight Rating on NVIDIA (NVDA)

JPMorgan analyst Harlan Sur reiterated an Overweight rating and $170.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments "NVIDIA reported solid Apr-Qtr revenues of $44B (above ours/consensus estimates of $43B) even with ~$2.5B of lost H20 China GPU shipments due to China restrictions (restrictions to China went into effect on April 9th) while margins/EPS were impacted by the $4.5B of H20 inventory write-downs/purchase commitments driving lower GMs (61% versus prior guide of 71%) and EPS of $0.81 (versus consensus of $0.93). For the Jul-Qtr, the team guided revenues to $45B, below consensus ($46B) as... More

NVIDIA (NVDA) PT Raised to $180 at Citi

Citi analyst Atif Malik raised the price target on NVIDIA (NASDAQ: NVDA) to $180.00 (from $150.00) while maintaining a Buy rating.

The analyst comments "NVDA reported Apr-Q results in-line and Jul-Q sales of $45B ~$1B above our preview expectations clearing the final hurdle of the China... More

c3.ai (AI) PT Lowered to $23 at JPMorgan

JPMorgan analyst Pinjalim Bora lowered the price target on c3.ai (NYSE: AI) to $23.00 (from $27.00) while maintaining a Neutral rating.

The analyst comments "C3.ai reported a slightly mixed quarter, with total revenue landing slightly ahead of expectations, although the outperformance was entirely driven by professional services, while subscription revenue landed 9% below consensus estimates. While total revenue grew 26% y/y,... More

salesforce.com (CRM) PT Raised to $385 at Goldman Sachs

Goldman Sachs analyst Kash Rangan raised the price target on salesforce.com (NYSE: CRM) to $385.00 (from $340.00) while maintaining a Buy rating.

The analyst comments "We reiterate our Buy rating and raise our PT to $385 following Salesforces solid F1Q26 results and raised topline guidance (ex. beat and FX tailwind). The stock is indicated +1% AH (+5% initially) as investors weighed the quarters execution against a shift in sales... More

Wedbush Dan Ives' First Take on salesforce.com (CRM) Earnings, Stock Up 1.6pct After Hours

Wedbush analyst Daniel Ives reiterated an Outperform rating and $425.00 price target on salesforce.com (NYSE: CRM)

The analyst comments "CRM just reported its FY1Q26 results featuring top and bottom-line beats while raising its FY26 guidance as the buildout of its Agentforce strategy accelerates as CRM starts to capitalize on its agentic AI strategy. Total revenue came in at $9.83 billion (up 8% y/y) above the Streets $9.75 billion while RPO came in at $60.90 million (up 13% y/y) with current RPO of $29.6 million (up 12% y/y in CC) as the company signed 8,000 Agentforce... More

NVIDIA (NVDA) Trades 141 Handle, Up 4.5pct

NVIDIA (NASDAQ: NVDA) Trades 141 Handle, Up 4.5pct

Evercore ISI First Look on salesforce.com (CRM) Earnings: 'Solid F1Q Results Help 'De-Risk' Updated FY26 Guide'

Evercore ISI analyst Kirk Materne reiterated an Outperform rating and $350.00 price target on salesforce.com (NYSE: CRM)

The analyst comments "Bottom line: A solid start to the year and perhaps a touch better than we would have expected in terms of the quarterly beat, but the constant currency guide remaining... More