Stock price when the opinion was issued
They're pushing AI and introducing a lot of services to customers. Good. He uses CRM software. They are increasing rates to customers by 9%. True, a lot of services are not necessary, so he's cancelled them for next year. Other companies will nip at CRM's heels as they roll out more AI. CRM is highly acquisitive. The high USD is hard on non-American customers.
They did a small tuck-in acquisition. The stock is trending higher, now at its 200-day moving average, a good sign. If it breaks that, it sells at 20x PE, a discount to the market. Revenues will pick up.