These stocks could be the future winners — and losers — of a massive shift in IT spending

Impact · against what's priced in

The article offers no catalyst for either stock as it echoes existing market consensus. The bullish outlook for Salesforce and the vulnerability of Adobe are already reflected in the current valuations and the divergence in their implied revenue growth paths.

CRM+0.00: Already priced in
The price assumes: AI monetization expands total revenue growth
The suggestion that Salesforce will deepen customer relationships through AI software spending is already baked into the current valuation of Agentforce and the ongoing AI monetization efforts.

These stocks could be the future winners — and losers — of a massive shift in IT spending

How each ticker is affected

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Salesforce Advances 3% on Bank of America Double Upgrade to Buy With $285 Target; ServiceNow Climbs 3%, Palantir Holds Steady

These stocks could be the future winners — and losers — of a massive shift in IT spending

How each ticker is affected

Connected tickers

Salesforce Advances 3% on Bank of America Double Upgrade to Buy With $285 Target; ServiceNow Climbs 3%, Palantir Holds Steady

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These stocks could be the future winners — and losers — of a massive shift in IT spending

How each ticker is affected

Connected tickers

Next reads from the same story arc

Salesforce Advances 3% on Bank of America Double Upgrade to Buy With $285 Target; ServiceNow Climbs 3%, Palantir Holds Steady

These stocks could be the future winners — and losers — of a massive shift in IT spending

How each ticker is affected

Connected tickers

Next reads from the same story arc

Salesforce Advances 3% on Bank of America Double Upgrade to Buy With $285 Target; ServiceNow Climbs 3%, Palantir Holds Steady

Track these names every morning.

Salesforce at $229: One Of The Most Unpredictable AI Plays There Is

CRWV Shares Slide 25% in 6 Months: Time to Buy, Hold or Cut Losses?

SoundHound AI Slides 5% to Fresh Lows While C3.ai Climbs 4% on Northland Upgrade; UiPath Slips

Amazon: Andy Jassy Is Underrated