To dispel the fear that AI is eating software, Salesforce will need to show increasing Agentforce adoption and monetization. ...

Customer relationship management giant Salesforce Inc. (NYSE:CRM)  could highlight progress of AI-related tools and recent acquisitions when the company reports third-quarter financial results on Wednesday after market close.Here are the earnings estimates, what experts are saying ahead of the report and key items to watch.Earnings EstimatesAnalysts expect Salesforce to report third-quarter revenue of $10.27 billion, up from $9.44 billion in last year's third quarter, according to data from Benzinga Pro.The ...

Close-up of Salesforce logo on the exterior of an office building, San Francisco, California, August 20, 2024. (Photo by Smith Collection/Gado/Getty Images)Gado via Getty ImagesSalesforce (CRM) has slipped into a potentially attractive setup, trading near levels where past pullbacks have often turned into strong rebounds. With the stock hovering around $230, this is a pivotal moment to gauge whether weakness is setting up another opportunity — or signaling more volatility ahead.CRM stock deserves a spot on ...

Bill Nygren's legendary Oakmark fund made some remarkable moves in the third quarter, to say the least. ...

Group 1 - Major market movers from the technology and financial sectors are set to report earnings, with Salesforce Inc. and Royal Bank Of Canada among the key companies [1] - Earnings density peaks on Thursday with 24 reports, including significant contributions from Canadian banks like Toronto Dominion Bank [1] - CrowdStrike Holdings Inc. will also report earnings after the close on Tuesday, December 2nd, indicating a strong technology presence early in the week [1]

Core Viewpoint - Salesforce Inc. is a prominent player in the cloud-based software industry, particularly in customer relationship management (CRM) solutions, with upcoming quarterly earnings expected to show growth despite recent challenges [1][4]. Financial Performance Expectations - The company is set to release its quarterly earnings on December 3, 2025, with analysts forecasting earnings per share (EPS) of $2.85 and revenue of approximately $10.27 billion [1]. - Analysts are predicting earnings of $2.86 per share on revenue of $10.27 billion, reflecting positive trends in the retail sector, which saw a 9% increase in Black Friday sales compared to the previous year [2]. Stock Performance and Market Sentiment - Despite a recent price-target reduction from $315 to $300, Salesforce's stock price has increased by 1.5% to $234.08, indicating positive market sentiment [2]. - The stock has faced declines after the last three earnings announcements, including a 4.9% drop in September, with options traders anticipating an 11.6% price swing, higher than the average 7% movement in previous quarters, suggesting increased volatility expectations [3]. Growth Drivers - The company is expected to report growth in its third-quarter fiscal 2026 earnings, driven by accelerated adoption of AI and cloud technologies, despite macroeconomic challenges [4]. - Demand for Salesforce's cloud-based software and AI-powered tools, such as Einstein Analytics and generative AI tools, remains strong across global markets [4]. Financial Metrics - Salesforce has a price-to-earnings (P/E) ratio of approximately 33.41 and a price-to-sales ratio of about 5.64, indicating its market valuation [5]. - The enterprise value to sales ratio is around 5.45, and the enterprise value to operating cash flow ratio is approximately 16.35, reflecting its financial health [5]. - With a debt-to-equity ratio of roughly 0.046, Salesforce maintains a low level of debt relative to equity, indicating financial stability [5].

Core Insights - The strong consumer spending data in the U.S. may mask underlying complexities in the economy, with a notable increase in online spending during the holiday season but a decline in the quantity of items purchased [1][4] Consumer Spending Trends - Adobe Analytics predicts online spending on Cyber Monday to reach $14.2 billion, a 6.3% increase year-over-year, contributing to a total of $43.7 billion over the five days surrounding Thanksgiving [1] - Salesforce reports a similar trend, with Cyber Monday sales at $13.4 billion, up approximately 4% year-over-year, while in-store sales on Black Friday rose by 4.1% [1] - Despite the increase in total spending, the number of items purchased on Black Friday decreased by 2%, indicating a shift towards higher average prices, which rose by 7% [1][6] Discount Strategies - Retailers are employing aggressive discount strategies, with discount retailers like TJX, Burlington, and Ross Stores benefiting from increased foot traffic as consumers shift towards lower-priced options [3][4] - Major retailers such as Walmart and Target have become more explicit in their discount promotions, with Amazon also offering significant discounts on high-value items [3][4] Economic Indicators - Inflation, as indicated by the Consumer Price Index (CPI), rose to 3% in September, contributing to the increase in sales figures driven by higher prices rather than volume [6] - The retail volume growth has been low at approximately 0.3% year-to-date, reflecting consumer frustration as purchasing power diminishes [6] Income Disparities - There is a notable divergence in consumer behavior based on income levels, with high-income households continuing to spend robustly, while middle and low-income consumers face financial pressures and are more price-sensitive [6][7] - High-income consumers, earning $170,000 and above, have increased their spending by over 10% this year, contrasting with lower-income households whose spending has fallen below pre-pandemic levels [6][7]

Core Insights - Shoppers spent $17.3 billion online on Cyber Monday, according to Salesforce data, marking the conclusion of the Black Friday weekend [1] Group 1 - Online spending on Cyber Monday reached $17.3 billion [1]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Insights - Salesforce Inc's stock increased by 1.5% to $234.08 despite a price-target reduction from $315 to $300 [1] - Positive market sentiment is driven by Adobe Analytics reporting a 9% increase in Black Friday sales year-over-year and a projected 6.3% increase for Cyber Monday [1] Financial Performance - Salesforce's upcoming third-quarter earnings report is expected to show profits of $2.86 per share on revenue of $10.27 billion [2] - The stock has struggled in recent earnings reports, with the last three post-earnings sessions resulting in declines, including a 4.9% drop in September [2] - The options market anticipates an 11.6% price swing for the stock following the earnings report, which is larger than the average 7% movement over the past eight quarters [2] Stock Movement - The stock has rebounded from a 52-week low of $221.96 on November 21 but is still down 30% year-to-date [3] - The $260 price level has been a significant resistance point in recent weeks after previously acting as support during the summer [3] Options Market Sentiment - Options traders are showing optimism for a rebound, indicated by a high call/put volume ratio of 2.42, ranking above 97% of readings from the past year [5]