Salesforce Inc (CRM)
Salesforce Inc. (CRM) is Attracting Investor Attention: Here is What You Should Know
Zacks.com users have recently been watching Salesforce.com (CRM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Is AI the Future for Salesforce? Insights from Recent Earnings
Salesforce ( CRM ) reported its fiscal Q3 earnings on Tuesday, revealing a mixed bag of results that still managed to excite investors. While the company slightly missed analyst estimates on earnings, it exceeded expectations on revenue, reporting $9.44 billion—a robust 8% year-over-year increase.
Forget Semiconductors. These 2 AI Software Stocks Just Starting to Heat Up
The semiconductor stocks have had an incredible run, but as the AI revolution moves further down the stream to some of the software names, a new slate of winners may be minted in the new year.
Salesforce Is Fairly Valued Now (Rating Downgrade)
Salesforce shares surged 11% after beating Q3 top line estimates, driven by strong AI adoption. The company is seeing real momentum in terms of Agentforce adoption, which is a key AI product for the CRM platform. Free cash flow grew more than three times faster than revenue, and Salesforce grew its FCF margins.
Up Approximately 8,000% the Past 20 Years, This Stock Just Shot Higher on Increased Guidance. Can the Momentum Continue?
In early December 2004, Salesforce (CRM 0.17%) was trading at a split-adjusted price of under $4. After the stock climbed following its most recent strong earnings report to over $360, the stock is now up more than 90 times in the past 20 years as of this writing.
Salesforce: What 2024 Taught Us About Market Expectations
Salesforce's share price reaction to the most recent earnings release might seem surprising, but there is a good reason why the stock skyrocketed. The company's ability to grow organically would be in the spotlight in calendar 2025 as the end-goal remains high GAAP operating margins. I remain cautiously optimistic about the stock's performance in 2025 as continued reliance on acquisitions deviates from the "Oracle Playbook" for profitable organic growth.
Salesforce: $53.1B Backlog And Rapid Adoption Of Agentforce
Salesforce's Q3 2025 earnings showcased strong revenue growth, driven by the rapid adoption of AI-powered Agentforce and robust profit margins, prompting a Buy rating. Agentforce's unprecedented adoption by major enterprises like FedEx and IBM highlights its efficiency and cost-saving potential, driving significant future revenue growth. Salesforce's $53.1 billion backlog and expanding margins, including a 20% GAAP operating margin, underscore its financial strength and operational excellence.
Salesforce: Q4 Guidance Signals Continued Deceleration In Revenue Growth
Salesforce rallied over 10% despite missing EPS consensus and providing lower YoY revenue growth guidance in 4Q, driven by strong 3Q bookings growth and optimism around Agentforce. Its subscription and support revenue growth is projected to decelerate further to 8.2% YoY in 4Q, and its non-GAAP EBIT margin is expected to see a slight sequential decline. Management indicated that Agentforce is currently in its early adoption phase and will not materially contribute to cRPO growth in 4Q.
Salesforce Q3 Review: Growth Is Still Slowing
Salesforce's revenue growth is slowing due to increasing competition, particularly from AI-driven sales tools, which pressures margins and market share. Despite a 35% rise in stock price since my last publication, Salesforce's premium P/E ratio is unjustified given the deceleration in growth and negative earnings revisions. I believe CEO Marc Benioff's optimism about AI agents is misplaced; the AI sales-tech space is becoming commoditized, further threatening Salesforce's market position.
Salesforce, Inc. (CRM) UBS Global Technology and AI Conference (Transcript)
Salesforce, Inc. (NYSE:CRM ) UBS Global Technology and AI Conference December 5, 2024 10:15 AM ET Company Participants Bill Patterson - EVP of Corporate Strategy Conference Call Participants Karl Keirstead - UBS Karl Keirstead Foggy from hanging out at the Thirsty Camel, a little bit too late. I'm a total lightweight, but I had a couple of beers and I'm still a little foggy, but I got, I pulled myself together for you, Bill.
Salesforce soars on investor excitement for new Agentforce offering
Salesforce Inc (NYSE:CRM, ETR:FOO) shares are up almost 10% in the last five days as investors welcomed strong early demand signals for the software provider's AI agent offering Agentforce, released in late October. The company closed more than 200 deals for Agentforce during the third quarter with “thousands” more in the pipeline, it revealed when reporting its quarterly earnings earlier this week.
Should You Buy, Sell or Hold Salesforce Stock After Q3 Earnings?
Salesforce, Inc. CRM delivered a mixed set of third-quarter fiscal 2025 results, with revenues surpassing expectations but earnings per share (EPS) falling slightly short. Despite this, the company raised its full-year revenue guidance, which buoyed investor confidence.
