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Salesforce commits $50 billion for new buybacks as revenue guidance falls short
CNBC· 2026-02-25 21:08
Marc Benioff, chief executive officer of Salesforce Inc., during the World Economic Forum (WEF) in Davos, Switzerland, on Tuesday, Jan. 20, 2026.Salesforce shares slipped 3% in extended trading on Wednesday after the customer service software maker reported healthy results and boosted its long-range revenue goal, although its fiscal 2027 revenue view trailed Wall Street projections.Here's how the company did in comparison with LSEG consensus:Earnings per share: $3.81 adjusted vs. $3.04 expectedRevenue: $11. ...
Tech-Led Rally Lifts Wall Street Ahead of Nvidia and Salesforce Earnings
Stock Market News· 2026-02-25 21:07
Market Performance Overview - U.S. equity markets closed positively, with the Nasdaq Composite (^IXIC) rising approximately 1.1% to near 22,863, driven by semiconductor and software stocks [2] - The S&P 500 (^GSPC) gained 0.8% to end at 6,890.07, while the Dow Jones Industrial Average (^DJI) rose 0.4%, or about 210 points, to finish at 49,174.50 [2] Sector Performance - Nine of the eleven S&P sectors ended the day in the green, with Consumer Discretionary and Technology sectors being the top performers, while Health Care lagged [3] - The CBOE Volatility Index (VIX) decreased by 7% to 19.55, indicating reduced investor anxiety [3] Tech Giants and AI Momentum - Nvidia (NVDA) shares rose 2.2% ahead of its fourth-quarter results, with analysts predicting a nearly 70% year-over-year profit surge, focusing on the demand for its upcoming "Vera Rubin" AI platform [4] - Salesforce (CRM) saw a 4.1% increase in shares after announcing expanded enterprise AI integrations, reporting record fourth-quarter results with Remaining Performance Obligations (RPO) exceeding $72 billion, a 14% year-over-year increase, and a new $50 billion share repurchase program [5] - Snowflake (SNOW) reported fourth-quarter product revenue of $1.23 billion, up 30% year-over-year, but faced scrutiny over its fiscal 2027 guidance [6] Economic Data and Policy Developments - Consumer confidence rose to 91.2 in February, surpassing forecasts of 88.4, alongside positive labor market data showing private employment growth for four consecutive weeks [7] - The market reacted positively to President Trump's State of the Union address, noting the absence of new tariff threats and a proposal for a government-backed 401(k) match, although his call to ban institutional investors from buying single-family homes affected some real estate and financial services stocks [8] Major Corporate Movers - Axon Enterprise (AXON) surged 21.5% after reporting strong earnings driven by demand for AI-powered body cameras [9] - IBM (IBM) rallied 7% as investors reassessed its defensive positioning in the AI consulting market [9] - Lowe's (LOW) fell 4.5% despite beating earnings estimates due to management's warnings about uncertainty in the housing sector [13] - GoDaddy (GDDY) dropped 16% amid skepticism over its AI strategy despite a quarterly earnings beat [13] - Clear Secure (YOU) jumped 31.8% following a strong earnings report and an increase in its dividend [13]
Salesforce forecasts quarterly revenue above estimates
Reuters· 2026-02-25 21:07
Salesforce forecast first-quarter revenue above Wall Street expectations on Wednesday, betting on strong demand for its enterprise business software as it ramps up monetization for its artificial inte... ...
Nemak, S. A. B. de C. V.
Seeking Alpha· 2026-02-25 21:07
PresentationDenise Reyes Good morning, everyone, and welcome to Nemak's Fourth Quarter 2025 Earnings Webcast. I am Denise Reyes, Nemak's Investor Relations Officer, and I am pleased to host today's call along with Armando Tamez, Nemak's CEO; and Alberto Sada, CFO, who are here this morning to discuss the company's business performance and answer any questions that you may have. As a reminder, today's event is being recorded and will be available on the company's Investor Relations website. Armando Tamez, o ...
Salesforce将股票回购授权额度提高至500亿美元。
Xin Lang Cai Jing· 2026-02-25 21:04
Salesforce将股票回购授权额度提高至500亿美元。 来源:滚动播报 ...
salesforce(CRM) - 2026 Q4 - Annual Results
2026-02-25 21:03
Exhibit 99.1 Salesforce Delivers Record Fourth Quarter Fiscal 2026 Results RPO Exceeds $72B, Up 14% Y/Y; $15B OCF Scaling The Agentic Enterprise With 2.4B Agentic Work Units Delivered & 19T Tokens Processed All- Time CEOs of SharkNinja, Wyndham Hotels & Resorts and SaaStr to join Salesforce Earnings Show SAN FRANCISCO, Calif. - February 25, 2026 - Salesforce (NYSE: CRM), the world's #1 AI CRM, today announced results for its fourth quarter and full fiscal year ended January 31, 2026. Financial Highlights "W ...
CRM Oversold Short-Term, Margin & AI Concerns Long-Term
Youtube· 2026-02-25 20:00
Welcome back to Fast Market here on the Schwab network. I'm Diane King Hall alongside Tom White in our Chicago studio. Time now for our cash tag segment on Salesforce. For that, we want to bring in our next guest and that's Landon Swan, co-founder of Likefolio. Uh Landon, I know you've got a couple charts with you and uh the comparison to me, I'm not surprised to see uh a Salesforce, but there are, you know, by the comparison, some things stand out to me in terms of both the leadership and the laggers. But ...
Salesforce Faces Its Defining Moment as Agentforce Moves From Hype to Hard Revenue
247Wallst· 2026-02-25 17:08
Salesforce (NYSE: CRM) reports Q4 FY2026 results after the bell tonight, and there is really only one number that matters. ...
5 industries that have gotten rocked by the AI 'scare trade' defining markets this year
Yahoo Finance· 2026-02-25 16:47
Group 1: AI Impact on Industries - Investors are increasingly concerned that rapid advancements in AI could significantly impact the business models of iconic S&P 500 companies, leading to a broader sell-off across various industries [1][2] - The phenomenon has been termed the "AI Scare Trade," with fears of job losses in middle-class, white-collar sectors due to automation [2] Group 2: Software Sector - The initial signs of market disruption appeared in the enterprise software sector, where concerns arose that AI tools from companies like Anthropic could diminish the need for traditional data analytics and research services [4] - Major software companies have seen significant stock declines, with Salesforce down nearly 30%, Adobe dropping 25%, and ServiceNow also declining by 30% year to date [5] - The Tech-Software Sector ETF remains down 26% year to date, despite Anthropic's announcement of new software partnerships [6] Group 3: Cybersecurity Sector - Cybersecurity firms have also been affected, particularly after Anthropic introduced a new security tool, leading to declines in shares of CrowdStrike, Zscaler, and Cloudflare [8]
Nasdaq extends gains as AI takes center stage with Nvidia, Salesforce earnings due
Yahoo Finance· 2026-02-25 21:22
Lowe's Companies Inc (NYSE:LOW) delivered stronger-than-expected fourth-quarter earnings but issued a cautious 2026 outlook, prompting a nearly 5% drop in its shares.Tiziana Life Sciences Ltd (NASDAQ:TLSA) reported new data showing its experimental intranasal therapy reduced brain inflammation and indicated neuroprotective effects in patients with progressive multiple sclerosis.Circle Internet Group shares jumped 23% after the USDC issuer reported a 77% surge in quarterly revenue and earnings that beat expe ...