More than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with strong growth potential, a solid management team, a sound capital allocation policy, and, most importantly, reasonable valuation. I do not chase quarterly results, nor do I follow the herd mentality. I do not use short-term stock performance as the measure of a company' ...

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.Amid near-term challenges and long-term opportunities, here’s why holding Salesforce stock may be the right decision for now.Salesforce’s Q3 Results: A Mixed BagSalesforce reported revenues of $9.41 billion, an 8% year-over-year increase th ...

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of PLTR either ...

Investment Rating - Maintain BUY rating with a target price of US$410.0 based on 24x FY25E EV/EBITDA, up from the previous target of US$336.5 [1][7] Core Views - Salesforce reported inline 3QFY25 results with total revenue of US$9.44bn, up 8% YoY, and non-GAAP net income of US$2.32bn, up 12% YoY, both in line with consensus estimates [1] - cRPO grew 10% YoY on a constant currency basis, beating previous guidance of 9% YoY, driven by early renewals, strong booking performance, and momentum from Agentforce [1] - For 4QFY25E, Salesforce guided total revenue growth of 7-9% YoY to US$9.90-10.10bn, in line with consensus estimates of US$10.05bn [1] - The company raised FY25E non-GAAP OPM guidance to 32.9% from 32.8%, driven by efficiency improvements and expense control [1] Financial Performance - Salesforce's revenue is expected to grow from US$37.9bn in FY25E to US$44.2bn in FY27E, with adjusted net profit increasing from US$9.7bn to US$12.3bn over the same period [5][10] - Non-GAAP operating margin improved by 1.9ppt YoY to 33.1% in 3QFY25, with FY25E guidance raised to 32.9% [1] - Gross margin is expected to improve from 77.0% in FY25E to 78.3% in FY27E, while non-GAAP OPM is projected to rise from 32.9% to 35.9% over the same period [5] Growth Drivers - Agentforce, Salesforce's AI agent platform, saw strong demand with over 200 deals closed in 3QFY25, and the launch of Agentforce 2.0 in Dec is expected to further expand monetization opportunities [1] - AI-related deals more than tripled YoY to 2,000 in 3QFY25, with multi-cloud adoption continuing to show strong momentum, averaging over 5 clouds per top 25 deal [1] - Data Cloud, a foundation for AI implementation, was included in one-third of all deals over US$1mn and 8 of the top 10 deals in 3QFY25 [1] Valuation - Salesforce is valued at US$410.0 per share based on 24x FY25E EV/EBITDA, a discount to the sector average of 31x, reflecting its more mature earnings growth stage [7][8] - The target EV/EBITDA multiple implies a target equity valuation of US$397.7bn, with net cash of US$14.1bn factored into the valuation [8]

Key TakeawaysThe S&P 500 added 0.6% on Wednesday, Dec. 4, 2024, with tech stocks leading the way higher as investors parsed comments from Fed Chair Jerome Powell.Salesforce shares surged as analysts reacted favorably to the cloud-based software provider's upbeat sales and profit outlook.Shares of Campbell's fell after the snack maker missed quarterly sales estimates and announced the departure of its CEO. Major U.S. equities indexes moved higher Wednesday, boosted by outperformance from the technology secto ...

Key TakeawaysAnalysts raised their price targets after Salesforce improved its full-year outlook.Agentforce, the company's autonomous AI offering, has seen "healthy early interest" since sales began in October, analysts said. Shares of Salesforce jumped Wednesday and have gained nearly 38% this year. Salesforce (CRM) shares are up after the company raised its full-year outlook Tuesday, and analysts are offering increasingly bullish price targets.  Stifel maintained its “outperform” rating and raised its pri ...

Marc Benioff, CEO of Salesforce, appears on a panel at the World Economic Forum in Davos, Switzerland, on Jan. 18, 2024.Shares of Salesforce popped more than 8% Wednesday, a day after the company reported third-quarter results that exceeded analysts' estimates for revenue and guidance and showed strong promise for its artificial intelligence offerings.Salesforce's revenue grew 8% year over year to $9.44 billion in its third quarter, up from the $9.34 billion expected by LSEG. The company's net income was $1 ...

Pre-market futures have remained in the green following a key inflation report this morning ahead of the open. The Dow leads the way, +170 points — which has plenty to do with double-digit gains from Salesforce ((CRM) yesterday afternoon — while the S&P 500 and the Nasdaq, fresh off another all-time closing high Tuesday, are up +18 points and +145 points, respectively.ADP Reaches 146K: Smaller than Expected; Manufacturing -26KThis morning, Jobs Week continues with the release of monthly private-sector payro ...

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, ...

Salesforce’s NYSE: CRM Q3 results and guidance weren’t spectacular compared to the analysts' forecasts, but beauty depends on perspective; it is in the eye of the beholder. Despite delivering mixed results, Salesforce proved its leadership position in CRM remains intact and can sustain long-term profitable growth. Critical details include nearly 10% growth in the core business driven by the 4th industrial revolution.  The fourth industrial revolution is centered on technology and accelerated by AI. Salesfor ...