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Founder-Led Powerhouses That Boast Durable Growth Potential
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Positive
NVIDIA, Palantir and Salesforce stand out as founder-run companies with strong vision, innovation and long-term growth drivers.
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The Dow's Biggest Losers of 2026: Why CRM, MSFT, and UNH Are Getting Left Behind
Published: February 19, 2026 by: 24/7 Wall Street
Sentiment: Negative
While the Dow Jones Industrial Average ( NYSEARCA:DIA ) has climbed 3.4% year-to-date entering Thursday's trading, three blue-chip giants went the opposite direction.
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Down 15.3% in 4 Weeks, Here's Why You Should You Buy the Dip in Salesforce (CRM)
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Positive
The heavy selling pressure might have exhausted for Salesforce (CRM) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
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Salesforce: Q4 Earnings Is An Opportunity To Silence The Bears (Rating Upgrade)
Published: February 19, 2026 by: Seeking Alpha
Sentiment: Positive
Salesforce is upgraded to 'Buy' as its valuation becomes compelling amid broad AI-driven SaaS selloffs. CRM is well-positioned to defend against AI-native disruption, leveraging scale, customer relationships, and outcome-based offerings like Agentforce. Key Q4 catalysts include potential revenue growth acceleration, expanding backlogs, and clearer AI-driven sales and expense impacts.
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Salesforce Bets on Agentforce: Will It Power CRM's Next Growth Cycle?
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Positive
CRM's Agentforce could revive its sales growth momentum as the AI platform drives a 330% recurring revenue surge in the third quarter of fiscal 2026.
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Salesforce.com (CRM) Earnings Expected to Grow: Should You Buy?
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Neutral
Salesforce.com (CRM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Palo Alto shares sink 8%, CEO defends cybersecurity's position as AI hits software stocks
Published: February 18, 2026 by: CNBC
Sentiment: Negative
Palo Alto Networks CEO Nikesh Arora defended the company's strategy and tried to differentiate itself from the AI threat facing software stocks. The cybersecurity company topped Wall Street's fiscal second-quarter estimates but issued lackluster earnings guidance for the current period.
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How Salesforce Stock Rises To $250?
Published: February 17, 2026 by: Forbes
Sentiment: Positive
After a recent 21% decline to its current price of $185, Salesforce stock (NYSE: CRM) presents a compelling entry point for investors. This sharp pullback was primarily driven by a weaker-than-expected quarterly revenue forecast and concerns regarding a slowdown in enterprise software spending.
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Salesforce vs. Oracle: Which Cloud Software Stock Is the Better Bet?
Published: February 17, 2026 by: Zacks Investment Research
Sentiment: Positive
CRM stands out as AI-driven growth, rising margins and steady beats strengthen its cloud investment case as AI demand accelerates in fiscal 2026.
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Why Analysts Still See Big Upside in Salesforce After the SaaS Scare
Published: February 16, 2026 by: MarketBeat
Sentiment: Negative
Salesforce NYSE: CRM stock price dropped significantly, presenting a deep-value opportunity amid the widespread sell-off of software stocks this year. The software-as-a-service (SaaS) apocalypse, however, is overblown, and analysts are taking note.
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Here's Why Salesforce.com (CRM) is a Strong Growth Stock
Published: February 16, 2026 by: Zacks Investment Research
Sentiment: Positive
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
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Salesforce Isn't Going Anywhere. The SaaS Apocalypse Is Overdone
Published: February 16, 2026 by: Seeking Alpha
Sentiment: Neutral
The software apocalypse has hammered Salesforce, now trading at just 15x forward earnings amid widespread software sector fears. I maintain a Buy rating on CRM, emphasizing its deep enterprise integration and resilience against AI-driven disruption fears. In contrast to the fearful media narratives, CRM's Agentforce is gaining traction, with $550M ARR, 18,000 customers, and strong consumption flywheel dynamics fueling multi-cloud deals.
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10 Cheapest S&P 500 Software Stocks Ranked After The Recent Repricing
Published: February 13, 2026 by: Seeking Alpha
Sentiment: Neutral
SaaS stocks near 52-week lows may present selective opportunities for disciplined, long-term investors. A quality screen highlights large-cap names with strong ROA and improving valuation metrics. Adobe and FICO rank highest under a modified Magic Formula framework.
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SaaSpocalypse: Why I'm Buying The Salesforce Crash
Published: February 12, 2026 by: Seeking Alpha
Sentiment: Positive
Salesforce and other high-quality SaaS stocks have experienced indiscriminate panic selling, creating deep value relative to fundamentals and historical multiples. Salesforce now trades at a forward P/E of 14 and a PEG below 1, with gross margins near 78% and free cash flow outpacing Walmart, highlighting a stark valuation disconnect. AI-driven fears have overshot, with many software leaders like Microsoft, Oracle, Zscaler, and S1 likely to benefit from AI tailwinds rather than suffer disruption.
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Beaten-Down Software Stocks Are Still Good Buys, Despite Investors' AI Fears
Published: February 12, 2026 by: Morningstar
Sentiment: Neutral
#Softwarestocks #AITrade #StockPicks Two top picks from Morningstar analysts. Watch the full episode on Investing Insights: Beyond AI: Are Quantum Stocks the Next Big Thing in Tech Investing?
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Salesforce.com (CRM) is a Top-Ranked Value Stock: Should You Buy?
Published: February 12, 2026 by: Zacks Investment Research
Sentiment: Positive
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
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Is It Worth Investing in Salesforce.com (CRM) Based on Wall Street's Bullish Views?
Published: February 12, 2026 by: Zacks Investment Research
Sentiment: Positive
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
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These 5 Software Stocks Could Double in Price This Year, Says Morgan Stanley
Published: February 11, 2026 by: Investopedia
Sentiment: Neutral
Software stocks may be down, but they're not out, according to analysts at Morgan Stanley.
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Software Stocks Look Primed for a Short Squeeze
Published: February 11, 2026 by: Barrons
Sentiment: Positive
Heavy short interest and stabilizing prices could spark a near-term rally—even as long-term AI fears linger.
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CRM vs. INTU: Which Stock Should Value Investors Buy Now?
Published: February 11, 2026 by: Zacks Investment Research
Sentiment: Positive
Investors with an interest in Computer - Software stocks have likely encountered both Salesforce.com (CRM) and Intuit (INTU). But which of these two companies is the best option for those looking for undervalued stocks?
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AI Disruption Overblown! 4 Software Stocks to Buy on the Dip
Published: February 11, 2026 by: MarketBeat
Sentiment: Neutral
Software stocks got hammered in 2025 and early 2026 because of AI disruption fears. However, as legitimate as the concern may be, the corresponding sell-off was driven by emotions.
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Software companies' business models are 'under assault' from AI
Published: February 10, 2026 by: Yahoo Finance
Sentiment: Negative
Software stocks have been pummeled on worries that AI will start eating into their business. EMJ Capital founder and president Eric Jackson says he is "very bullish" on AI, but that the sell-off in legacy software stocks is "real" with the space seeing a "repricing.
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AI disruption fears create buying chance in US software stocks, strategists say
Published: February 10, 2026 by: Reuters
Sentiment: Positive
The severity of the pullback in software stocks in recent days, driven by fears of advances in artificial intelligence disrupting the industry, has created opportunities for investors to position for a rebound in higher-quality stocks, strategists at JP Morgan said.
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Why there are 'real concerns' for some software stocks
Published: February 10, 2026 by: Yahoo Finance
Sentiment: Negative
Catalyst Funds chief investment officer and senior portfolio manager David Miller and Marketgauge.com chief strategist Michele Schneider join Morning Brief host Julie Hyman to share some of their top stock picks in the healthcare sector. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here: https://finance.yahoo.com/videos/series/morning-brief/ #youtube #tech #ai #stocks About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
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Salesforce Stock Down 17% in Six Months: Should Investors Buy the Dip?
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Negative
CRM slides nearly 17% in six months, but AI-driven growth, rising recurring revenues and a discounted valuation can make the pullback worth a look.
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5 Blue-Chip Stocks to Buy as Dow Hits a New Milestone
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive
As the Dow tops 50,000, AAPL, NVDA, GS, CRM and WMT stand out with strong growth drivers.
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5 Top Software Stocks Investors Can Buy Now (APP, PLTR, HOOD, CRM, NOW)
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Negative
Software stocks, long viewed as some of the market's most attractive business models, have been hit hard in recent months as investor concerns around artificial intelligence and large language models intensified. The selloff has been significant, with the iShares Expanded Tech-Software Sector ETF ( IGV ), a widely followed proxy for the software space, falling more than 20% over that stretch.
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Stockbroker bullish on Salesforce and ServiceNow with "software Armageddon" trade said to be overdone
Published: February 09, 2026 by: Proactive Investors
Sentiment: Positive
Wedbush has moved to re-plant its flag in battered enterprise software, arguing the recent sell-off in Salesforce Inc and ServiceNow Inc has overshot reality as investors fret about AI disrupting traditional SaaS economics. The broker said the pair of big-cap enterprise software stocks were caught in what it views as an exaggerated “software Armageddon” trade, with the market “baking in a doomsday scenario” for software names.
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Salesforce Inc. (CRM) Is a Trending Stock: Facts to Know Before Betting on It
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Positive
Recently, Zacks.com users have been paying close attention to Salesforce.com (CRM). This makes it worthwhile to examine what the stock has in store.
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Wall Street Roundup: Risk Off
Published: February 06, 2026 by: Seeking Alpha
Sentiment: Negative
Risk-off sentiment is driving sharp sell-offs in Bitcoin and major software stocks, with investors reallocating away from stretched tech valuations. AI-driven CapEx arms race at Alphabet (GOOGL) and Amazon (AMZN) is sparking concerns about profitability and sector disruption, despite strong revenue growth.
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About Salesforce, Inc. (CRM)
- IPO Date 2004-06-23
- Website https://www.salesforce.com
- Industry Software - Application
- CEO Marc R. Benioff
- Employees 76453