Core Viewpoint - Salesforce is still considered a viable long-term investment despite its recent underperformance compared to the broader market, with a significant decline in stock value in 2025 [2][3][12]. Company Performance - Salesforce's stock has decreased by 31.0% in 2025, making it one of the worst performers in the Dow Jones Industrial Average [2]. - Since being added to the Dow on August 31, 2020, Salesforce has dropped 14.9%, while the Dow has increased by 66.5% during the same period [3]. - The company is guiding for approximately 9% revenue growth for fiscal 2026, indicating a slowdown in growth compared to previous years [10]. Market Position and Competition - Salesforce specializes in customer relationship management (CRM) software and has a suite of tools embedded in many large enterprises [4]. - The rise of AI has created mixed reactions among investors, as it enhances established ecosystems, benefiting competitors like Microsoft, which integrates its CRM with other software solutions [6][7]. - Salesforce's AI platform, Agentforce, aims to enhance user capabilities but may lead to reduced demand for additional licenses, complicating growth prospects [9]. Financial Metrics - Salesforce has a market capitalization of $219 billion and a gross margin of 69.91% [12]. - The company has a 21.2% operating margin and is guiding for a non-GAAP full-year operating margin of 34.1% [13]. - The stock is currently trading at a forward price-to-earnings ratio of 20.3 and a forward price-to-free-cash-flow ratio of 17.7, which are considered attractive in the current market [13]. Investment Considerations - Despite challenges, Salesforce is viewed as a compelling value for long-term investors due to its low stock price reflecting significant doubt [15]. - The company has a strong balance sheet, with cash and marketable securities roughly double its long-term debt, and it began paying a quarterly dividend in 2024 [14]. - The stock is seen as a potential contrarian buy for 2026, with modest results possibly leading to market-beating performance [17].

Core Insights - Salesforce projects that online sales from Thanksgiving through Cyber Monday could reach $78 billion, indicating strong consumer spending during the holiday season [4][9] - The upcoming week will feature earnings reports from major tech companies, including Salesforce, CrowdStrike, and Marvell Technology, which may reflect the impact of AI demand on their performance [3][9] - The private sector payrolls report for November is anticipated to be a highlight, while the government's monthly jobs report has been delayed until December 16 [2][6] Company Insights - Salesforce's earnings report is expected to generate enthusiasm in the AI sector, as the company has provided a strong revenue forecast driven by demand for its AI offerings [9] - CrowdStrike is set to report earnings after delivering a better-than-expected forecast for annual recurring revenue in the previous quarter, indicating positive momentum in the cybersecurity sector [10] - Marvell Technology, along with other tech firms, is also expected to report results that may reflect a boost from AI-related demand [9] Economic Indicators - The University of Michigan's consumer sentiment survey for December will provide insights into consumer feelings, while the Federal Reserve's consumer credit report will shed light on American shoppers' debt levels [5] - Data on private payrolls will be released this week, following a stronger-than-expected report in October, which may influence market sentiment [6]

Group 1 - The core point of the article highlights that U.S. consumers spent a record $11.8 billion online on Black Friday, marking a 9.3% increase from last year's $10.8 billion [1][3] - Adobe Analytics reported that during peak shopping hours from 10 AM to 2 PM, consumers spent an average of $12.5 million per minute online [3] - Adobe forecasts that Cyber Monday (December 1) will also set a new record with expected online spending reaching $14.2 billion [3] Group 2 - Salesforce reported a global spending total of $79 billion on Black Friday, with the U.S. market accounting for $18 billion, reflecting a year-over-year growth of 6% and 3% respectively [4] - The increase in spending may not be solely due to rising consumer demand but is influenced by a 7% increase in average product prices, while the number of orders decreased by 1% [4] - Both Adobe and Salesforce noted the growing impact of artificial intelligence (AI) on holiday shopping behavior, with AI influencing $22 billion in sales from Thanksgiving to Black Friday [4] Group 3 - Retail analysis firm RetailNext reported a 3.4% year-over-year decline in foot traffic to physical stores, while another data service provider, Pass_by, indicated an overall increase of 1.17% in foot traffic, with department stores seeing a significant rise of 7.9% [4]

Core Insights - American consumers spent a record $11.8 billion online on Black Friday, an increase from $10.8 billion the previous year, indicating a significant growth in e-commerce during this shopping event [1][2] - Adobe projects that Cyber Monday will surpass Black Friday with an expected $14.2 billion in online spending [2] - Salesforce reported $79 billion in global spending on Black Friday, with $18 billion attributed to the U.S., reflecting year-over-year increases of 6% and 3% respectively [4] E-commerce Trends - The data from Adobe and Salesforce serves as an early indicator of broader holiday shopping trends, with Adobe forecasting total holiday spending of $253.4 billion this year, up from $241.1 billion in 2024 [3] - The influence of AI on holiday shopping is growing, with Salesforce noting that AI and AI agents influenced $22 billion in global sales between Thanksgiving and Black Friday [5] In-store vs Online Shopping - There is mixed data regarding online trends compared to in-person shopping, with RetailNext reporting a 3.4% decrease in nationwide in-store traffic, while Pass_by indicated an overall increase of 1.17% in foot traffic, and a notable 7.9% increase in department stores [6]

Core Viewpoint - Salesforce, Inc. (NYSE:CRM) is currently trading near its 52-week low, but there is a belief that the negative sentiment is already priced in, suggesting potential for recovery [1]. Group 1: Company Performance - Jim Cramer expressed a positive outlook on Salesforce's long-term price movement, indicating that the recent ambitious revenue target announcement could signify a turning point for the company [1]. - Cramer noted that he feels more optimistic about Salesforce's stock after attending Dreamforce, contrasting with the previous negativity from analysts throughout the year [1]. Group 2: Market Context - Salesforce provides a range of CRM-focused tools that assist businesses in managing customer interactions, utilizing AI agents, analyzing data, and running various operations including marketing and commerce [1]. - There is a recognition that while Salesforce has potential as an investment, other AI stocks may offer greater upside potential and less downside risk [2].

Salesforce, Inc. (NYSE:CRM) is one of the AI Stocks Making Headlines on Wall Street. On November 25, Cantor Fitzgerald reiterated its Overweight rating on the stock with a $325.00 price target. The rating affirmation follows discussions with Salesforce partners regarding current demand conditions. According to the firm, three of the four partners reported meeting their third-quarter targets and that they are on track to achieve their financial goals. The fourth partner, who didn’t meet Q3 targets, cited s ...

I am an engineer and an individual who is passionate about finance/stock investment. I hold a Ph.D. in engineering and have been involved in acoustics and noise research for the past years. I am interested in capital appreciation opportunities. These include purchasing high-quality undervalued companies, and great companies that are growing at a high rate and that are reasonably priced. I also invest in dividend-paying stocks as long as these are good companies, and they are correctly priced. I hope to prov ...

Market Overview - The Dow Jones Industrial Average rose by 315.72 points or 0.6657% to 47742.84 during a shortened Black Friday trading session, driven by optimism for a potential Federal Reserve interest rate cut in December and stronger-than-expected economic data [1] - Despite a temporary technical outage at CME Group that halted futures trading, the overall market sentiment remained positive [1] Sector Performance - Financial institutions and technology firms led the gains in the Dow, with notable performances from JPMorgan Chase (up 1.91% to $313.58), Salesforce (up 1.79% to $232.12), and Goldman Sachs (up 1.66% to $829.545) [2] - Other significant gainers included Amazon (up 1.55% to $232.77) and IBM (up 1.42% to $307.623) [2] Decliners - Nvidia was among the biggest losers, down 1.81% to $176.9551, followed by Johnson & Johnson (down 1.36% to $204.7473) and Amgen (down 0.62% to $342.53) [3] - Additional stocks in negative territory included Apple (down 0.39% to $276.53) and Merck (down 0.27% to $104.47) [3]

Core Insights - The Q3 earnings season has shown solid performance, with 95% of S&P 500 companies reporting results and an expected 13.4% increase in earnings per share, marking the fourth consecutive quarter of double-digit growth [2][3] Group 1: Earnings Performance - Analysts had initially expected a 7.9% increase in earnings per share for Q3, indicating a significant upward revision in expectations as the quarter progressed [3] - If the anticipated 13.4% earnings growth holds, it represents an acceleration from the 12% growth rate reported in Q2 [2] Group 2: Consumer Sentiment - Recent reports from Abercrombie & Fitch, Dick's Sporting Goods, and Burlington Stores indicate that softening consumer sentiment is affecting purchasing decisions [4] - Upcoming earnings reports from retailers such as Macy's, Dollar Tree, American Eagle Outfitters, and GameStop will provide further insights into consumer behavior as the holiday shopping season approaches [4] Group 3: Upcoming Reports - The first week of December will feature earnings reports from companies including Salesforce, CrowdStrike, MongoDB, Marvell, Okta, C3.ai, and Snowflake, which are expected to highlight ongoing trends in corporate performance [5]

We're back on Morning Movers. Tech earnings will ramp back up a little bit next week. One of those to focus on will be Salesforce.It's been a year to forget for Salesforce. Shares have slumped more than 30% this year and last week hit a new 52- week low. Expectations are for adjusted EPS of $2.85% on revenue of 10.26% billion with the big question of whether the company can monetize AI going forward.It's time now for Options Corner. Joining us now to take a deeper look is Rick Ducat, our lead market technic ...