Salesforce Inc: 1 director

A director at Salesforce Inc bought 96,000 shares at 260.580USD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clear...

Wedbush Morning Call - Dec 04 2025 6:58AM

Good Results with 4Q Revenue Above Street; Need to Continue on Path Fo...

A Closer Look at FY3Q26 (October) ResultsRevenueTotal revenue of $10.26 billion (up 9% y/y and 8% y/y in CC) was in line with both the company’s guidance range for revenue between $10.24 billion and $10.29 billion and the Street’s $10.27 billion estimate driven by Agentforce, Data 360, and Agentfor

Nvidia 3FQ26 preview: strong setup into the print and entering 2026

Nvidia will report earnings this week, here is our preview and expectations with the print.

Nvidia revenues to exceed consensus by at least 30% next year; raising...

With comments made at GTC Washington earlier this week, follow up conversations with the company and the tsunami of raises in capex outlook last night, we confidently step up our forecast for Nvidia. Follow the link for details summarized on a single slide.

Wedbush Morning Call - Oct 16 2025 6:55AM

Summary of Dreamforce Investor Session; Need to Execute on Agentic Pat...

Salesforce, Inc.: Key facts and statistics - LTM July 2025

A summary company profile, detailing Salesforce, Inc.’s business operations and financial highlights.

Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, ...

Today, we are publishing the Enterprise IT section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is moderating after a strong 2H24, while public-cloud growth accelerated slightly on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the lo...

Wedbush Morning Call - Sep 04 2025 6:56AM

Solid Results Overshadowed by Light Guide; Need to Improve Execution; ...

A Closer Look at FY2Q26 (July) ResultsRevenueTotal revenue of $10.24 billion (up 10% y/y and 9% y/y in CC) was above both the company’s guidance range for revenue between $10.11 billion and $10.16 billion and the Street’s $10.14 billion estimate driven primarily by onetime licensing revenue and pro

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Wedbush Morning Call - Jul 16 2025 7:11AM

Expecting Strong 2Q Tech Earnings Season; Cloud and AI Spending The Ke...

AI Revolution All Starts With the Godfather of AI Jensen and NvidiaMajor conglomerates across the US and China are looking to become the first major player to control the next big chip in this tech ecosystem, but this battle is now all in the hands of Nvidia and Jensen with NVDA’s chips becoming th

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Bible 1Q25 – Enterprise IT: AI drives Cloud growth, SaaS not reacceler...

Today, we are publishing the Enterprise IT section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is moderating after a strong 2H24, but public-cloud growth remains steady as AI demand offsets a slowdown in traditional workloads. SaaS revenue growth remains in the low-teens with...

Wedbush Morning Call - Jun 04 2025 7:02AM

Top 30 Tech Names to Play in the 4th Industrial Revolution

Wedbush Morning Call - May 29 2025 7:04AM

Doubling Down on Leveraging Data to Power AI Agents within Agentforce