Salesforce has raised its fiscal 2026 revenue and earnings outlook, driven by robust enterprise cloud spending and the ...

BofA Securities analyst's survey shows lower growth intentions for software spending in 2025 and 2026. Data Analytics, Security, and Public Cloud are top priorities.

Salesforce’s purchase of global data management firm Informatica is hailed as a strategic move to complete its shift from ...

Software spending growth expectations have softened for the second half of 2025 and into 2026, according to Bank of America’s latest IT spending survey.

Morgan Stanley lifted Salesforce, Inc. (NYSE:CRM)’s stock price target from $393 to $404, while maintaining an Overweight ...

SKYY offers top-tier cloud exposure with mega-cap tech, strong returns, and lower volatility as cloud computing grows rapidly ...

Salesforce 's announced acquisition of Informatica. Why investors may be underrating the growth of 5G. Then, Motley Fool ...

We think IBM’s financial strength is stable. The company has a solid cash balance of $15 billion at the end of 2024. Over the next 10 years, we forecast a continuous increase in IBM’s cash balance, ...

In sum, the data corroborate Snowflake’s assertion that its revamped go-to-market engine is landing meaningful net-new ...

While Zscaler does carry debt of around $1.1 billion on its balance sheet, we believe that the firm’s cash reserves coupled with its ability to generate healthy cash flow from its business will be ...

Box's strong billings, AI-driven offerings, and suite adoption highlight sustainable growth. Click here to read an analysis ...