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《大行報告》美銀證券升Salesforce(CRM.US)目標價至350美元 評級「買入」
阿思達克 02-23 10:00
美銀證券發表報告指,渠道顯示第四季需求健康,預計Salesforce(CRM.US)剩餘履約義務(cRPO)按年增長10%。此外,該行對2025財年總收入增長12%預期保持樂觀。隨著對利潤增長和效率提高的持續關注,對2025財年32%的營業利潤率預測保持樂觀,這意味著利潤率將擴大150個基點。 該行認為,Salesforce正在成為軟件股中下一個優質的GARP(合理估值買入成長)股票,隨著自由現金流增長加快,股價將繼續向上。重申「買入」評級,並為該行首選股,目標價由300美元上調至350美元。
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