Browsing: Undervalued

Klaviyo (KVYO) has introduced a new round of AI driven CRM upgrades and integrated Performance TV campaigns directly into its email and SMS workflows, reigniting debate over growth potential, margin strain, and current valuation.

Salesforce (CRM) has been in focus after Stensul launched a beta integration with Marketing Cloud Next, giving marketing teams and AI agents governed tools to build and route email campaigns using Salesforce data.

On September 16, 2026, Salesforce Inc (NYSE: CRM) announced an extension of its partnership with Live Nation Entertainment to enhance live festival experiences using AI-powered technology. This move leverages Salesforce’s Service Cloud and Data Cloud to deliver real-time, venue-specific assistance to festival attendees, building on the success of their collaboration at BottleRock Napa Valley.

Salesforce has just delivered a sharp 23.8% gain over the past month, which puts fresh attention on whether the current share price lines up with what its earnings can reasonably support. With the stock last closing at US$242.85, investors are asking how much of the recent AI and product news is already embedded in that…

On September 17, 2026, RBC Capital reaffirmed its Sector Perform rating for Salesforce Inc (NYSE: CRM) with a price target of $250, following insights from the recent Dreamforce conference. The firm noted stable financial guidance and highlighted Salesforce’s strategic shift toward AI-driven solutions, signaling potential long-term growth opportunities.

On September 17, 2026, JPMorgan expressed optimism following Salesforce Inc’s (NYSE: CRM) recent investor day, highlighting the company’s strategic emphasis on artificial intelligence and innovation as key drivers for revenue enhancement. Despite the absence of specific financial guidance, analysts view the event as a meaningful step in Salesforce’s market re-evaluation.

On September 17, 2026, Salesforce Inc (NYSE: CRM) announced an ambitious long-term sales goal, projecting annual revenue to surpass $63 billion by fiscal year 2030. This optimistic forecast, unveiled by the company’s Chief Operating and Financial Officer at their annual conference, exceeds the average analyst expectation of $61.4 billion and highlights Salesforce’s strategic pivot toward…

On September 16, 2026, Salesforce Inc (NYSE: CRM) announced that its public-sector division has become its fastest-growing segment, driven by an 80% year-over-year surge in its defense business. This growth is fueled by increased adoption of artificial intelligence technologies by government agencies worldwide.

On September 16, 2026, during Salesforce’s (NYSE: CRM) annual conference, CFO Robin Washington highlighted the company’s innovation-driven strategy and shareholder value initiatives, including a massive share repurchase program. This event underscores Salesforce’s ongoing efforts to solidify its leadership in the evolving Agentic enterprise market.

Estée Lauder Companies has been through a tough stretch on the market, and the question now is whether the current US$96.25 share price lines up with the cash the business is expected to generate. With investors watching both its beauty brands and its balance of risks closely, the focus turns to what those cash flows…