CRM gears up for Q4 results as AI-driven cloud tools aim to lift revenues to $11.2B, while cost cuts may have boosted EPS growth.
With Salesforce's (NYSE: CRM) Q4 FY2026 earnings due February 25, three major Wall Street firms slashed their price targets on the stock Monday morning, raising a pointed question for investors: is it a stock that's dangerous to overlook, or simply dangerous to own?
Founded in March 1999, Salesforce was among the first companies with a native SaaS business model. What was once viewed as revolutionary is now called into question. After reaching an all-time high of $369.00 in December 2024, Salesforce reached a multi-year low of $180.24 last week, the equivalent of a ~50% drop in just over a year. The growth of agentic AI is a key element behind my 'strong buy' rating. While market participants are worried about disruption, Salesforce is aggressively capitalizing on this massive opportunity.
Get a deeper insight into the potential performance of Salesforce (CRM) for the quarter ended January 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Zacks.com users have recently been watching Salesforce (CRM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Software stocks have been hit by the “SaaSpocalypse” narrative, with investors fearing that AI agents could compress seats and structurally weaken SaaS economics. Salesforce is now the first major platform facing a real-time stress test. Into earnings, the debate is no longer about hype but about data that will be used to determine whether AI is cannibalizing revenue or accelerating it.
CRM's Q4 performance is likely to reflect the benefits of the increasing adoption of generative AI-enabled solutions and continued digital transformation.
NVIDIA, Palantir and Salesforce stand out as founder-run companies with strong vision, innovation and long-term growth drivers.
The heavy selling pressure might have exhausted for Salesforce (CRM) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
Salesforce is upgraded to 'Buy' as its valuation becomes compelling amid broad AI-driven SaaS selloffs. CRM is well-positioned to defend against AI-native disruption, leveraging scale, customer relationships, and outcome-based offerings like Agentforce. Key Q4 catalysts include potential revenue growth acceleration, expanding backlogs, and clearer AI-driven sales and expense impacts.
CRM's Agentforce could revive its sales growth momentum as the AI platform drives a 330% recurring revenue surge in the third quarter of fiscal 2026.
Salesforce stock (NYSE: CRM) has lagged over the past year, but how does it really compare with peers scaling quickly across cloud and AI?