Salesforce cuts diversity hiring goals, joining Meta and Google in scaling back DEI initiatives
Salesforce has dropped diversity hiring targets from it's most recent annual financial disclosures. The company also removed references to diversity and inclusion as core company values.
Salesforce: The Recent Dip Is A Great Buying Opportunity
Despite a 20% dip from ATH, Salesforce's stable margins, AI integration, and international expansion support a "Buy" rating with a fair value of $341.19. Salesforce's Q4 FY2025 revenue hit $10 billion, with non-GAAP EBIT margin up 250 basis points YoY, and record operating cash flow of $13.1 billion. Data Cloud and AI business show strong growth, with $900 million annual recurring revenue and rapid adoption of Agentforce, boosting future prospects.
Salesforce: AI Catalyst Kicking Off
Salesforce's Q4 earnings were mixed, but the company's potential in AI, particularly with Agentforce, makes its shares undervalued and attractive. Despite slower revenue growth, Salesforce remains highly profitable with impressive free cash flow margins, driven by its Sales and Service segments. Agentforce, Salesforce's AI product, is gaining traction with over 3,000 paid deals since October 2024, positioning the company for significant growth in the AI market.
Salesforce, Inc. (CRM) Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript)
Salesforce, Inc. (NYSE:CRM ) Morgan Stanley Technology, Media & Telecom Conference March 4, 2025 4:50 PM ET Company Participants Adam Evans - Executive Vice President & General Manager, AI Platform Conference Call Participants Keith Weiss - Morgan Stanley Keith Weiss Excellent. Thank you all for joining us.
Salesforce Q4: Expect Growth Slowdown To Stabilize In FY2026 (Rating Upgrade)
Salesforce's stock is down nearly 20% since my last rating, as optimism around Agentforce is offset by the continued slowdown in revenue growth. The company delivered a mixed 4Q FY2025, with revenue missing consensus, and the FY2026 outlook suggests the growth slowdown may stabilize but likely remain in the high single digits. Despite a 120% YoY ARR growth in Data Center and AI, the revenue mix remains low, and the muted cRPO outlook doesn't signal a clear inflection in FY2026.
Unlocking Salesforce.com (CRM) International Revenues: Trends, Surprises, and Prospects
Explore Salesforce.com's (CRM) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Investors Heavily Search Salesforce Inc. (CRM): Here is What You Need to 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.
3 Earnings Swings Investors Can Still Ride for Growth Potential
There are many reasons why investors choose to stay away from stocks during and close to earnings announcements, one of them being the elevated levels of volatility and the other being the wild swings that the stock can take in any given direction. However, once the volatility pockets are spoken for, the real investors decide to come in and play.
Will Agentic AI Be Able to Power Salesforce's Stock Higher in 2025?
On Wednesday, Salesforce (CRM 1.00%) turned in solid results for its fiscal 2025 fourth quarter and issued conservative guidance as it looks toward agentic artificial intelligence (AI) to be its next big growth driver. With agentic AI, software bots (the "agents") can autonomously go out and complete tasks on your behalf with little human intervention.
Salesforce Q4 Performance Suggests Investors Should Look Elsewhere
Salesforce, Inc.'s Q4 earnings revealed weaknesses, with revenue growth slowing and guidance for the next quarter indicating further deceleration, affecting long-term growth prospects. Despite solid fundamentals and a high switching cost for customers, Salesforce's valuation isn't compelling due to lower growth expectations and a need for a little discount. Salesforce's forward P/E ratio and reliance on non-GAAP earnings make it less attractive compared to peers like Microsoft and Intuit, which offer better growth prospects.
Final Trades: Salesforce, Tripadvisor, Disney and Diamondback Energy
The Investment Committee give you their top stocks to watch for the second half.
Why Analysts Are Bullish After Salesforce Earnings Missed Estimates
Close Key Takeaways Salesforce shares lost ground Thursday on the company's weaker-than-expected earnings and outlook, but Morgan Stanley analysts said they expect the stock to climb this year. Several analysts cited the early success of Agentforce, Salesforce’s platform that allows clients to build custom AI agents.Bank of America called the stock a top pick to deliver growth at a reasonable price. Salesforce (CRM) shares lost ground Thursday on the company's weaker-than-expected earnings and outlook, but Morgan Stanley analysts said they're still bullish on the stock, anticipating it has “significant room for upside” this year. Morgan Stanley pointed to the early growth of Agentforce, Salesforce’s new platform that allows clients to build custom AI agents. Since it was made generally available in October, Salesforce has closed more than 5,000 Agentforce deals, including 3,000 paid transactions. The analysts said shares could "likely climb from here," reiterating an “overweight” rating and $405 price target, suggesting about 46% upside from Thursday's intraday price. “We would be strong buyers of Salesforce ahead of these potential improving numbers,” they said. Monetizing Agentforce is “still in the early stages,” analysts at Wedbush said, suggesting strong potential for growth. The cloud services company is “taking a prudent approach to scaling the Agentforce that will pay off over the long-term with the AI Revolution now entering the software phase,” they said, and maintained a price target of $425. Bank of America lowered its price target to $400 from $440, telling clients investors may have to wait until fiscal 2027 to see material revenue contributions from Agentforce. However, BofA said it still views the stock as a top pick and quality GARP (growth at a reasonable price) option. Shares of Salesforce were down about 3% at $298.55 in Wednesday afternoon trading, and have lost about 11% of their value since the start of the year. Do you have a news tip for Investopedia reporters? Please email us at [email protected]
