Scenarios that move CRM

Salesforce, Inc. Common Stock

Scenarios that move CRM: 27 analyses, 10 positive, 16 negative.

  1. · ◇ What if… Anthropic reaches a $2 trillion valuation by December 31 — ▼ · impact -39 · confidence medium · horizon weeks
  2. · Nvidia loses $200 billion in value after OpenAI revenue miss — ▲ · impact +40 · confidence low · horizon quarters
  3. · Hewlett Packard Enterprise stock plunges 20% this week — ▲ · impact +35 · confidence low · horizon quarters
  4. · Oracle's Cloud backlog reaches $664 billion — ▼ · impact -30 · confidence low · horizon quarters
  5. · Broadcom backs Anthropic and OpenAI with $92 billion — ▼ · impact -25 · confidence low · horizon quarters
  6. · HCLTech shares surge on strong margins and AI gains — ▼ · impact -45 · confidence low · horizon quarters
  7. · US software stocks reach 2026 highs as AI fears fade — ▲ · impact +82 · confidence high · horizon weeks
  8. · PTC stock surges 33.5% in trading — ▼ · impact -45 · confidence low · horizon quarters
  9. · ◇ What if… Google leads AI models at the end of October 2026 — ▼ · impact -42 · confidence low · horizon quarters
  10. · ◇ What if… Anthropic leads AI models at the end of October 2026 — ▼ · impact -45 · confidence low · horizon quarters
  11. · Anthropic plans $518 billion cloud spending, including Amazon commitments — ▼ · impact -40 · confidence low · horizon quarters
  12. · Oracle AI cloud contracts surge, improving revenue visibility — ▼ · impact -24 · confidence low · horizon quarters
  13. · ◇ What if… Anthropic reaches a $3 trillion valuation by December 31 — ▼ · impact -45 · confidence medium · horizon quarters
  14. · Algorhythm announces CEO transition tied to transformational acquisition — ▼ · impact -40 · confidence low · horizon weeks
  15. · Dell books AI server orders exceeding its total revenue — ▼ · impact -35 · confidence low · horizon weeks
  16. · Salesforce spends record $27.1 billion on quarterly buybacks — ▲ · impact +85 · confidence high · horizon immediate
  17. · ◇ What if… OpenAI does not go public by December 31, 2026 — ▲ · impact +36 · confidence low · horizon quarters
  18. · Adobe beats Q3 earnings and revenue estimates — ▲ · impact +45 · confidence medium · horizon immediate
  19. · ◇ What if… Anthropic shares fall 70% one month after IPO — ▲ · impact +45 · confidence low · horizon quarters
  20. · ◇ What if… OpenAI leads AI models at end of September 2026 — ◆ · confidence low · horizon quarters
  21. · ◇ What if… Anthropic leads AI models at end of September 2026 — ▲ · impact +44 · confidence medium · horizon quarters
  22. · ◇ What if… Anthropic goes public by October 31, 2026 — ▼ · impact -44 · confidence low · horizon quarters
  23. · UiPath shares plunge in today's trading session — ▲ · impact +48 · confidence medium · horizon quarters
  24. · Hot jobs report lifts two-year Treasury yield to highest since January 2025 — ▼ · impact -59 · confidence low · horizon immediate
  25. · Adobe names Anil Chakravarthy CEO replacing Shantanu Narayen — ▼ · impact -33 · confidence medium · horizon weeks
  26. · ◇ What if… Anthropic has the highest IPO market cap in 2026 — ▼ · impact -52 · confidence medium · horizon quarters
  27. · ◇ What if… Apple Acquires Peloton To Enter The Home Fitness Market — ▲ · confidence low

All scenarios · Run a scenario · Pricing