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Goldman Sachs Lifts Braze (BRZE) PT to $52, Reports Strong FQ2 2026 Earnings
Yahoo Finance· 2025-09-21 07:59
Braze Inc. (NASDAQ:BRZE) is one of the best enterprise software stocks to buy according to analysts. On September 7, Goldman Sachs raised the firm’s price target on Braze to $52 from $50, while keeping a Buy rating on the shares after its FQ2 2026 earnings beat this week. The company reported $180 million in revenue, which marked a 24% year-over-year increase. Braze’s committed ARR surpassed 700 million, which showed sustained demand for its customer engagement platform. Operationally, the company achieve ...
Salesforce Announces National Partnership with Make-A-Wish
Yahoo Finance· 2025-09-21 07:59
公司合作与慈善活动 - Salesforce与Make-A-Wish America建立全国性合作伙伴关系 重点支持儿童癌症宣传月活动[1][3] - 公司承诺三年内每年捐赠100万美元资金 用于帮助重症儿童实现愿望并扩大项目覆盖范围[2] - 在儿童癌症宣传月期间匹配所有捐款 每年美国新增约15,000例儿童癌症病例[3] 公司业务与行业地位 - Salesforce是全球领先的客户关系管理(CRM)技术提供商 连接全球企业与客户[4] - 企业软件类股票受到分析师认可 被列为值得购买的投资标的[1] - 行业中存在其他人工智能股票被认为具有更高上涨潜力和更低下行风险[4]
DoubleVerify Announces Executive Succession in Commercial Team
Yahoo Finance· 2025-09-21 07:59
DoubleVerify Holdings Inc. (NYSE:DV) is one of the best enterprise software stocks to buy according to analysts. On September 15, DoubleVerify announced an evolution of its senior commercial management team and the expansion of its leadership ranks. Current Global Chief Commercial Officer Julie Eddleman notified DoubleVerify of her intent to retire and will step down from her executive leadership role, effective December 31 this year. Following her retirement from the executive role, Eddleman will continu ...
Elliott builds a position in Workday after software company unveils a multiyear plan to boost value
CNBC· 2025-09-20 13:14
Business: Workday is a provider of an artificial intelligence platform to help organizations manage their people, money and agents. The company provides over 11,000 organizations with cloud solutions powered by AI to help solve business challenges, including supporting and empowering their workforce, managing their finances and spending in an ever-changing environment, and planning for the unexpected. It offers financial management, spend management, human capital management, planning, and analytics applica ...
Salesforce CEO Marc Benioff Just Delivered Fantastic News for Palantir Investors
The Motley Fool· 2025-09-20 12:00
By poking fun at Palantir's soaring valuation and high prices, the Salesforce CEO may have validated the bull case for the stock.Marc Benioff is the charismatic and sometimes provocative CEO of enterprise software giant Salesforce. During a recent interview with CNBC, Benioff made a pointed remark about one of its chief competitors, data mining darling Palantir Technologies (PLTR 3.08%).Let's take a look at what Benioff had to say about Salesforce's rival, and why it could spell encouraging news for Palanti ...
Jim Cramer Calls Workday an Enterprise Software Powerhouse
Yahoo Finance· 2025-09-20 04:44
Workday, Inc. (NASDAQ:WDAY) is one of the stocks Jim Cramer recently shared his thoughts on. Cramer discussed the company in light of Elliott Management buying a huge stake in the company. He stated: “Look at this incredible run in the stock of Workday, the enterprise software powerhouse that helps businesses with human resources and financial planning. Like so many other enterprise software plays, Workday’s had a tough year, but today turned out to be a very good day for the stock, up more than 7% in res ...
Jim Cramer on Salesforce: “They’ve Got a Terrific Business”
Yahoo Finance· 2025-09-20 04:44
公司估值与表现 - 公司股票基于明年盈利的市盈率为21倍 [1] - 公司股价年初至今表现不佳且下跌27% [1] 业务概况 - 公司提供客户关系管理技术和基于云的解决方案 集成销售、营销、商务、服务、分析和人工智能驱动工具 [2] - 公司业务覆盖广泛 被描述为"无处不在" [1] 行业环境 - 企业软件行业目前面临严峻挑战 被形容为"长刀已出" [2] - 公司深度涉足企业软件领域 包括其卓越的"代理技术"也属于软件阵营 [2] 投资观点 - 尽管存在行业担忧 但买入理由明显强于卖出理由 [1] - 对于未持有该股票的投资者而言 当前价位适合买入 [1] - 若股价进一步下跌 将更强烈推荐买入 [1] - 慈善信托目前仅持有少量头寸 远低于历史持仓规模 [2]
Meet the latest VC judges joining Startup Battlefield 200 at TechCrunch Disrupt 2025
Yahoo Finance· 2025-09-19 14:30
The Startup Battlefield 200 global pitch competition at TechCrunch Disrupt 2025, taking place October 27–29 at San Francisco’s Moscone West, is just weeks away, and the stakes have never been higher. Twenty founders will pitch their companies on the Disrupt Stage, but only one will walk away with the $100,000 equity-free prize and the coveted Disrupt Cup. Helping to decide the winner is our world-class roster of judges, investors, and operators who know what it takes to build enduring companies. Image Cr ...
3 Reasons Palantir Stock Could Plunge in September
The Motley Fool· 2025-09-19 09:50
This stock has soared tremendously. How much longer will the rally last?Most investors would love to find a growth stock that just keeps booming, no matter what. And with shares up by almost 400% during the last 12 months, Palantir Technologies (PLTR 5.11%) certainly seems to fit the bill. To be sure, when something looks too good to be true, it probably is. Let's discuss three reasons the stock could plunge in September or beyond. Is enterprise AI overhyped?It's been almost three years since OpenAI's ChatG ...
Former Facebook Engineer Quickly Becomes VC Partner After Building $250M Revenue Engine At AI Startup Glean
Yahoo Finance· 2025-09-18 23:01
公司发展历程 - Deedy Das从Facebook和Google加入企业搜索初创公司Glean担任创始工程师 帮助公司估值从产品前阶段增长至22亿美元 并在2024年6月达到72亿美元[3] - Glean公司年化收入预计在年底达到2.5亿美元 较2024年的1亿美元实现翻倍以上增长[3] - Das参与创立Menlo Ventures的1亿美元Anthology基金 重点投资人工智能、基础设施和企业软件领域[4] 投资战略与成果 - Anthology基金成为生成式AI早期投资渠道 为Menlo Ventures在技术投资领域建立信誉[5] - 通过Anthology基金对OpenRouter平台进行初始投资 并在2024年6月主导4000万美元A轮融资[6] - OpenRouter平台允许开发者通过单一接口访问多个大型语言模型 被认定为具有持续发展潜力的技术方向[5][6] 行业影响与认可 - GleanCEO认可Das在产品塑造、工程卓越标准提升和团队文化建设方面的重大贡献[4] - Das构建的系统至今仍是Glean客户使用产品的核心基础设施[4] - Menlo Ventures通过技术投资策略获得初创企业认可 特别在AI领域建立投资影响力[4][5]