Last mentioned: Mar 11, 2026
DA Davidson has adjusted its price target for Salesforce (CRM), signaling caution as the cloud giant navigates a massive $25 billion capital return program and a pivot toward autonomous AI agents. The move reflects broader enterprise software valuation pressures and emerging security concerns within the Salesforce ecosystem.
DA Davidson has lowered its price target for Salesforce (CRM) as the cloud leader grapples with a significant data theft campaign and a massive $25 billion debt-funded buyback plan. The move reflects growing analyst caution amid security vulnerabilities and aggressive competitive posturing from rivals like Oracle.
Rivian Automotive is facing increased scrutiny as DA Davidson and Wall Street Zen both downgraded the EV maker's stock, citing valuation and performance risks. While Benchmark remains a bullish outlier, the consensus reflects growing caution regarding Rivian's path to profitability in a cooling market.