Salesforce stock climbs more than 5% in a month after strong Q4 results and rising AI momentum, but macro uncertainty and geopolitical issues keep investors cautious.
While the world was warily watching the volatility in the Oil markets triggered by the ongoing U.S.-Iran war, the popular technology sector analyst, Dan Ives of Wedbush, issued a note containing his top picks for early March 2026.
Salesforce is undervalued due to market overreaction to AI-driven SaaS fears, despite strong fundamentals and resilient revenue growth. CRM's geographic and product diversification, robust free cash flow, and double-digit growth rates position it as a mature compounder, not a disrupted SaaS player. AI is expected to enhance, not erode, CRM's business model through platform integration, agentic workflows, and expanding Agentic Work Units (AWUs).
Down 20% year-to-date, CRM stock's recent decline is primarily the result of cautious financial guidance and a shift in investor sentiment toward a "show-me-the-money" approach regarding AI.
Software giant Salesforce Inc NYSE: CRM has spent the past year on the defensive in a major way. Its shares fell as much as 50% from last year's highs before recovering and currently trade right around $200, reflecting widespread concerns that artificial intelligence (AI) could disrupt parts of the company's traditional business model.
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Salesforce delivered strong Q4'26 results, with robust agentic AI momentum and 12% year-over-year revenue growth, defying recent sector sell-off fears. CRM generated $5.3B in free cash flow (+40% Y/Y) and announced a massive $50B stock buyback, equating to ~28% of market cap. Guidance for FY 2027 implies 10-11% growth in revenues and up to 10% growth in free cash flow, underscoring sustained business momentum.
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Salesforce, Inc. (CRM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Salesforce (CRM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Explore Salesforce's (CRM) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Salesforce, Inc. (CRM) Discusses Agentic Enterprise Architecture Evolution and Innovation Transcript