Salesforce upgraded to Buy as agentic AI adoption and Data Cloud growth signal long-term potential despite near-term monetization challenges. Q2 results showed revenue acceleration and strong EPS growth, but guidance for Q3 and FY2026 remains cautious, reflecting lingering demand concerns. CRM's forward P/E of 21.68 is significantly below the IT sector median, presenting an attractive entry point for patient investors.
Analysts' sentiment and downgrades can significantly impact a stock price, helping it to correct or even sustain downtrends despite otherwise bullish indications. The main point to remember is that downgrades and price target reductions are generally based on the overall market conditions.
Explore Salesforce.com's (CRM) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Salesforce, Inc. (NYSE:CRM ) Q2 Product & Innovation Overview Webinar Company Participants Michael Spencer - Executive Vice President of Investor Relations Madhav Thattai Raveendrnathan Loganathan Joseph Inzerillo Andy White Anna Le Presentation Michael Spencer Executive Vice President of Investor Relations Good morning. Thank you for joining us.
Guidewire is quietly bringing AI to an overlooked corner of the market: insurance providers.
Salesforce (CRM) shares tumbled Thursday after the cloud-based software company issued a sales forecast below Wall Street's expectations, raising concerns about demand for its flagship AI agent platform.
Despite posting favorable Q2 results after market hours on Wednesday, Salesforce (CRM) stock dropped as much as 12% in today's trading session.
Major U.S. equities indexes advanced on Thursday as a report showed a month-over-month decline in private-sector hiring in August. The latest signal of a cooling labor market came a day before the release of the August jobs report by the Bureau of Labor Statistics.
Steve Koenig says the focus on Salesforce (CRM) was "all about guidance," which didn't deliver enough for investors. He argues the lack of a guidance raise above Wall Street's estimates shows there's "pockets of weakness" for the software company.
Salesforce Inc (NYSE:CRM, ETR:FOO) reported record second quarter fiscal 2026 results that exceeded expectations across revenue and earnings, but the company's shares fell on conservative guidance for the third quarter. Revenue for the quarter ended July 31, 2025, was $10.2 billion, an increase of 10% year-over-year and 9% in constant currency, surpassing analyst estimates of $10.14 billion.
Salesforce faces immense skepticism over its AI leadership and light guidance, despite enthusiastic commentary by management. In CRM's Q2 release, management unloaded several key AI growth initiatives, but its outlook fails to provide the glimmer that its commentary deserves. CRM's valuation remains well battered, but near-term growth impediments against increasingly valuable AI rivals could persist.
Salesforce stock is presently experiencing downward pressure as investors evaluate its strong operational performance within the context of decelerating growth. Even though the company reported a positive quarter, its revenue forecast slightly fell short of expectations, raising concerns about its future direction.