CRM, NVDA stock sentiment

Provides cloud-based customer relationship management software and AI-powered tools for sales, service, and marketing.

Each group's sentiment and how much it drove today's overall move:
Retail sentiment +50; led today's move, on unusually heavy chatter.
Analyst sentiment +37; added to it.
News sentiment +47; added to it, on unusually heavy chatter.

Retail commentary centered on Salesforce's guidance raise and best bookings in four years, highlighting Bernstein's favorable stance and price target lifted to $195 from $173, while framing the move as part of a broader AI enterprise rally alongside Nvidia and CrowdStrike. Analyst commentary, active on the print, focused on the quarter itself, non-GAAP EPS of $5.90 beating by $2.63 on revenue of $11.35B, ARR crossing $4B, and the newly revealed Anthropic partnership. News commentary, also busy, echoed the earnings and revenue beat tied to the expanded Anthropic collaboration and positioned Salesforce within the post-Nvidia AI incumbents rally. All three groups pointed the same direction, agreeing the guidance-topping quarter and Anthropic tie-up drove enthusiasm; retail leaned on the analyst price-target move, while the analyst and news groups stayed closer to the reported financials and AI narrative.

As of 2026-08-26, Salesforce carried a P/E of 19.9, and its last close sat at the 92.1 percentile of its trailing three-month range and the 54.4 percentile of its twelve-month range, up 13.3% over the past month. As of 2026-08-01, analyst opinion leaned favorable across 58 analysts, with 43 favorable, 13 neutral, and 2 cautious.

Designs GPUs and AI computing platforms for gaming, data centers, and autonomous vehicles.

Each group's sentiment and how much it drove today's overall move:
Analyst sentiment +33; led today's move, on unusually heavy chatter.
News sentiment +59; added to it.
Retail sentiment +45; added to it, on unusually heavy chatter.

Analyst commentary centered on Nvidia's fiscal Q2 triple-digit revenue growth and guidance that recast supply as the constraint, with one piece noting options traders setting one-month sights on $260 and another framing the stock as cheap after earnings. News coverage tied the earnings beat to a broader Nasdaq lift and flagged deal activity, including a reported $12.9 billion acquisition of Hugging Face, while tempering the mood against US inflation stuck at a three-year high of 3.7 percent. Retail chatter fixed on near-term price levels around $223 to $225 and echoed the Hugging Face report, repeating the "$1 billion a day" motif. All three groups leaned favorable on the same catalyst; the news group alone paired the enthusiasm with the inflation caveat, while retail focused squarely on upside price targets.

As of 2026-08-26, NVIDIA carried a P/E of 34.0, with its last close at the 57.1 percentile of its trailing three-month range and the 82.9 percentile of its twelve-month range, up 6.4% over the past month. The company is scheduled to report earnings on 2026-11-17. As of 2026-08-01, analyst coverage leans favorable, with 64 favorable, 3 neutral, and 1 cautious opinion.