Salesforce Inc (CRM)
Salesforce Nears $8 Billion Deal for Informatica
The two companies had been close to clinching a deal in 2024.
CRM Q1 Earnings: Will AI and Cloud Growth Outweigh Macro Challenges?
Salesforce is likely to sustain growth momentum in Q1 amid rising demand for AI and cloud. However, macro headwinds and slower deal cycles may limit the upside.
Trump's New Tariffs, Nvidia, Salesforce, Costco, and More to Watch This Week
Markets will be digesting Trumps new tariff threats, while Dell, Autozone, Macy's, and more report earnings. Plus, economic data on consumers and home prices.
What Analysts Think of Salesforce Stock Ahead of Earnings
Salesforce (CRM) is scheduled to report fiscal first-quarter results after the closing bell Wednesday, with analysts largely bullish on the cloud software company's stock.
Taking Stock of the Earnings Picture
The earnings release from Nvidia NVDA is the true highlight of this week's earnings docket, though there are a few other bellwethers on deck to report results as well, including Costco COST, Salesforce.com CRM, and Ulta Beauty ULTA. We have close to 100 companies reporting results this week, including 14 S&P 500 members.
Salesforce Back in Deal Talks With Informatica
The two companies had been close to clinching a deal in 2024.
Salesforce set to deliver in-line Q1 revenue, conservative outlook amid macro headwinds
Salesforce Inc (NYSE:CRM, ETR:FOO) is set to deliver first-quarter revenue in line with guidance, but investors should expect limited upside on remaining performance obligations and conservative comments from management, according to analysts at Jefferies. The company will hand down its fiscal Q1 earnings for the three months ending in April on Wednesday, May 28, after markets close.
Salesforce.com (CRM) Q1 Earnings Preview: What You Should Know Beyond the Headline Estimates
Evaluate the expected performance of Salesforce.com (CRM) for the quarter ended April 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Salesforce Gears Up to Post Q1 Earnings: How to Play the Stock?
The growing adoption of generative AI-enabled solutions and continued cloud migration are likely to have aided CRM's Q1 performance.
3 Reasons Salesforce Could Be Back at All-Time Highs by June
While it's still some distance from its all-time high around the $370 mark, the stock is setting up well, and a strong report could be the catalyst that gets it there by the end of June.
Salesforce Earnings Preview: Can't Continue Kicking The Can Down The Road
Salesforce's growth has decelerated for three straight quarters, with Agentforce yet to deliver on its AI-driven acceleration promises. Despite CEO Benioff's hype, tangible financial results from Agentforce remain limited, and margin expansion has stagnated. Valuation appears stretched given slowing growth, with shares trading at a premium to faster-growing peers like Microsoft and SAP.
Salesforce: Cementing Leadership In A Potentially Explosive Niche
Salesforce fundamentals remain robust, with strong profitability, expanding market share, and leadership in a potentially explosive AI agents niche. CRM's balance sheet is healthy, R&D investment is rising, and its dominance in customer relationship management is growing, fueling long-term value creation. Valuation is highly attractive: my DCF model suggests a 54% upside, with a fair value of $442 per share, far above current levels.
