Salesforce Inc (CRM)
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Salesforce: A Beta Play Delivering Excess Value
Salesforce trades at an acceptable premium, and I expect value creation as GAAP operating margins rise on account of lower customer acquisition costs. Growth is slowing, with limited organic opportunities and increased competition, but Salesforce's enterprise customer base remains sticky, defensible, and low maintenance costs will contribute to increased margins. My valuation results in a $204/share intrinsic value and $230/share 1-year price target, driven by 13% annual free cash flow CAGR for the forecasted 10-year period.
Salesforce: Agentforce And Informatica Likely To Bring Back The Growth Days
Salesforce delivered strong Q1 results, beating expectations and raising full-year guidance, signaling a potential inflection point for renewed growth. Agentforce's rapid adoption and growing ARR highlight its role as a key growth catalyst, with expansion deals underscoring customer traction. The Informatica acquisition, despite its long timeline, offers significant synergy potential to accelerate Agentforce adoption and enhance AI capabilities.
Salesforce, Inc. (CRM) BofA Securities Global Technology Conference - (Transcript)
Salesforce, Inc. (NYSE:CRM ) BofA Securities Global Technology Conference Call June 3, 2025 10:20 AM ET Company Participants Robin L. Washington - President, Chief Operating & Financial Officer and Director Conference Call Participants Bradley Hartwell Sills - BofA Securities, Research Division Bradley Hartwell Sills Welcome to day one of the conference.
Don't Overlook Salesforce.com (CRM) International Revenue Trends While Assessing the Stock
Explore how Salesforce.com's (CRM) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
Salesforce Inc. (CRM) is Attracting Investor Attention: Here is What You Should Know
Salesforce.com (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.
Salesforce: You May Not Get It This Cheap Again (Rating Upgrade)
Salesforce's stock has markedly lagged peers despite showing strong profitability, as revenue growth slows and AI monetization remains early-stage. Recent M&A, including the Informatica deal, signals a deeper AI push, but Wall Street remains cautious on execution and margin impact. Agentforce's traction and AI milestones are promising, yet the market awaits proof that they can reignite topline growth and operating leverage.
Salesforce: Market's Obsession With Growth Presents An Opportunity
Salesforce's Q1 2026 results triggered mixed market reactions, with the stock slipping into negative territory after initial gains. CRM's recent underperformance follows a strong run, reflecting investor uncertainty as the company makes an important transition. Recent profitability improvements are a major positive for long-term investors as CRM now trades at record-low multiples.
Salesforce: A Steal For Growth Investors
Salesforce delivered strong Q1 results, driven by robust AI adoption and impressive free cash flow, beating both revenue and earnings estimates. Salesforce sees considerable momentum with Agentforce due to growing enterprise AI adoption. The SaaS firm raised its revenue guidance, expecting 8-9% top-line growth in FY 2026.
Q1 Proved That The Market Is Wrong, Salesforce Stock Is Too Cheap
Salesforce delivered strong Q1 results, beating revenue and EPS estimates, with robust growth in Data Cloud and Agentforce adoption. The market is undervaluing CRM's AI and data strategy, which are driving operational efficiency and significant recurring revenue growth. CRM is returning substantial value to shareholders through aggressive buybacks and a growing dividend, supported by rising free cash flow.
Salesforce, Inc. (CRM) Jefferies Public Technology Conference (Transcript)
Salesforce, Inc. (NYSE:CRM ) Jefferies Public Technology Conference May 29, 2025 3:00 PM ET Company Participants Bill Patterson - EVP, Corporate Strategy Conference Call Participants Brent Thill - Jefferies Brent Thill Thanks, everyone, for joining Salesforce. Bill is a regular here.
Salesforce's Q1 Shocker: I See No Dead Money Here
Salesforce beat Q1 FY26 consensus with $9.83B revenue and $2.58 EPS, driven by strong SMB growth and healthy margins, though the stock dipped post-earnings. AI initiatives show strong traction: Agentforce secured >8,000 deals ($100M+ AOV rapidly) and combined with Data Cloud, surpassed $1B ARR, growing over 120% YoY. The $8 billion Informatica acquisition aims to bolster data capabilities, expecting accretion by early FY27, while Salesforce targets a 34% non-GAAP EBIT margin for FY26.
