salesforce(CRM)

Search documents
Salesforce's Hidden Strengths Could Fuel a Powerful Rebound
MarketBeat· 2025-02-28 12:06
Core Viewpoint - Salesforce's stock price is expected to rebound to new highs by 2025 due to a solid growth trajectory and low valuation, with a fair price tag at approximately 28 times the 2026 outlook, but this does not account for anticipated growth by 2030 [1] Financial Performance - Salesforce reported a revenue growth of 7.5% to $9.99 billion, missing consensus estimates by $50 million, driven by subscription and support revenue streams [4] - Operating cash flow increased by 28% and free cash flow by 31%, indicating strong financial health expected to continue into 2025 [4][6] - The adjusted operating margin is projected to widen, supporting the financial outlook [6] Market Position and Strategy - The company is experiencing strength in its new Data Cloud and Agentforce segments, driven by large client growth and cross-selling opportunities [2] - Businesses are increasingly relying on data-driven insights and AI automation, areas where Salesforce excels [3] Analyst Insights - Analysts have trimmed price targets in response to Salesforce's cautious guidance, but the consensus still forecasts a 20% upside for the stock [8] - Despite mixed responses to guidance, analysts believe Salesforce's AI strategy remains on track, with a prudent approach to scaling [9] Stock Forecast - The 12-month stock price forecast for Salesforce is $365.32, representing a 23.92% upside based on 42 analyst ratings [5] - The company is expected to sustain annual distribution increases due to a low payout ratio and robust cash flow [7]
Salesforce Q4: Growing Data Cloud And AI, Upgrade To 'Buy'
Seeking Alpha· 2025-02-27 21:38
I downgraded Salesforce, Inc. (NYSE: CRM ) to a “Sell” rating in May 2024, discussing its slowdown in current remaining performance obligation ((cPRO)) growth. While Salesforce’s Data Cloud & AI generated $900 million in annual recurring revenue, the business is still in the infant stage and only presentsAnalyst’s Disclosure: I/we have a beneficial long position in the shares of CRM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. ...
Salesforce shares slip on revenue miss, conservative guidance
Proactiveinvestors NA· 2025-02-27 20:55
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Why Salesforce Stock Is Slipping Today
The Motley Fool· 2025-02-27 19:35
Salesforce (CRM -2.37%) stock is losing a bit of ground today following the company's recent fourth-quarter report. The software specialist's share price was down 1% as of 1:15 p.m. ET. The stock had been off as much as 4.8% earlier in trading.Salesforce published its fiscal Q4 numbers after the market closed yesterday, reporting mixed results. While earnings came in better than anticipated, sales came in under Wall Street's expectations. The company's forward guidance also missed Wall Street's target.Sales ...
Salesforce's Shares Drop On Missed FY Guidance, Analyst Recommends Focus On Bookings
Benzinga· 2025-02-27 18:49
Salesforce Inc CRM shares tanked in early trading on Thursday, after the company reported its fourth-quarter results.The results came in amid an exciting earnings season. Here are some key analyst takeaways.Needham On SalesforceAnalyst Scott Berg reaffirmed a Buy rating and price target of $400.Salesforce reported fourth-quarter revenue of $10 billion and $1.75 per share, Berg said in a note. Total revenue grew by 7.6% year-on-year, 9% in constant currency terms, with subscription revenue growing 8%, he add ...
salesforce(CRM) - 2025 Q4 - Earnings Call Transcript
2025-02-27 17:05
Salesforce (CRM) Q4 2025 Earnings Call February 27, 2025 01:05 PM ET Company Participants Michael Spencer - Executive Vice President of Investor RelationsMarc Benioff - Chair, CEO & Co-FounderBrian Millham - President & COOAmy Weaver - President & CFOKirk Materne - Senior Managing Director, Equity ResearchRaimo Lenschow - Managing DirectorRobin Washington - President & Chief Operating and Financial OfficerBrent Thill - Tech Sector Leader, Software/Internet ResearchMark Murphy - MD - Software Research Confer ...
What's behind the 5% drop in Salesforce (CRM) stock?
Finbold· 2025-02-27 16:41
Salesforce (NYSE: CRM) saw its stock decline by nearly 5% in pre-market trading on February 27 after the cloud software giant reported weaker-than-expected quarterly revenue and issued a subdued forecast for fiscal 2026. The disappointing outlook, weighed down by slower-than-expected adoption of its artificial intelligence agent platform, Agentforce, fueled concerns over slowing business momentum.CRM year-to-date stock price chart. Source: FinboldAt press time, CRM stock is trading at $303.31, extending its ...
Salesforce Q4 Earnings Beat: Will Dim Outlook Drag Down the Stock?
ZACKS· 2025-02-27 16:40
Salesforce (CRM) reported fourth-quarter fiscal 2025 non-GAAP earnings of $2.78 per share, which beat the Zacks Consensus Estimate by 6.9%. The bottom line increased from the year-ago quarter’s earnings of $2.29 per share by 21.4%.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.CRM’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, missing the same on one occasion, with an average surprise being 4.4%.Salesforce’s fiscal fourth-quarter revenues of $9.9 ...
Salesforce.com (CRM) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-02-26 23:30
Salesforce.com (CRM) reported $9.99 billion in revenue for the quarter ended January 2025, representing a year-over-year increase of 7.6%. EPS of $2.78 for the same period compares to $2.29 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $10.02 billion, representing a surprise of -0.29%. The company delivered an EPS surprise of +6.92%, with the consensus EPS estimate being $2.60.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- an ...
Salesforce.com (CRM) Q4 Earnings Top Estimates
ZACKS· 2025-02-26 23:20
Salesforce.com (CRM) came out with quarterly earnings of $2.78 per share, beating the Zacks Consensus Estimate of $2.60 per share. This compares to earnings of $2.29 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.92%. A quarter ago, it was expected that this customer-management software developer would post earnings of $2.43 per share when it actually produced earnings of $2.41, delivering a surprise of -0.82%.Over the last ...