Core Viewpoint - Salesforce is expected to report strong fourth-quarter fiscal 2025 results, driven by digital transformation initiatives and growing demand for AI-enabled cloud solutions [7][8][20] Revenue and Earnings Projections - For the fourth quarter, Salesforce projects total revenues between $9.9 billion and $10.1 billion, with a consensus estimate of $10.04 billion, indicating an 8.1% increase year-over-year [2] - Non-GAAP earnings per share are anticipated to be in the range of $2.57 to $2.62, with a consensus estimate of $2.60, reflecting a 13.5% increase from the previous year [3] Earnings Performance and Trends - Salesforce has beaten the Zacks Consensus Estimate three times in the last four quarters, with an average surprise of 3% [4] - The company currently holds a Zacks Rank 2 but has an Earnings ESP of -1.63%, indicating uncertainty regarding an earnings beat this quarter [5][6] Strategic Initiatives and Market Position - Salesforce's focus on digital transformation and cloud solutions is expected to enhance revenue growth, supported by its strategic acquisitions and expansion into key markets [7][9][10] - The company has made significant acquisitions, including Spiff, Own, and Zoomin, which have diversified its revenue base and enhanced its capabilities [10][18] Product and Service Performance - Revenue estimates for key cloud services include $2.15 billion for Sales, $2.31 billion for Service, $1.9 billion for Platform & Other, $1.36 billion for Marketing & Commerce, and $1.77 billion for Data [11] - Subscription and Support segment revenues are expected to be approximately $9.5 billion, with Professional Services projected at $513 million [11] Profitability and Cost Management - Ongoing cost restructuring initiatives are likely to improve profitability, with a reported non-GAAP operating margin of 33.1% in the third quarter, up 190 basis points [12] Stock Performance and Valuation - Over the past year, Salesforce shares have increased by 8.5%, outperforming the Zacks Computer – Software industry growth of 6.8% [13] - The stock is currently trading at a forward 12-month P/S ratio of 7.33X, which is lower than the industry average of 8.61X, indicating a potential investment opportunity [15] Investment Thesis - Salesforce maintains its leadership in the customer relationship management industry, bolstered by strategic acquisitions and a strong focus on AI initiatives [17][19] - The company is well-positioned to benefit from rising global IT spending, projected to reach $5.61 trillion in 2025, with enterprise software spending expected to grow even faster [20]

In its upcoming report, Salesforce.com (CRM) is predicted by Wall Street analysts to post quarterly earnings of $2.60 per share, reflecting an increase of 13.5% compared to the same period last year. Revenues are forecasted to be $10.04 billion, representing a year-over-year increase of 8.1%.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timefr ...

Salesforce.com (CRM) closed the latest trading day at $318.43, indicating a -1.88% change from the previous session's end. The stock trailed the S&P 500, which registered a daily loss of 0.43%. Meanwhile, the Dow experienced a drop of 1.01%, and the technology-dominated Nasdaq saw a decrease of 0.47%.The the stock of customer-management software developer has fallen by 2.43% in the past month, lagging the Computer and Technology sector's gain of 0.32% and the S&P 500's gain of 2.6%.The investment community ...

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract t ...

Core Insights - The Big Data industry is experiencing significant growth driven by the increasing demand for data analytics solutions across various sectors, with the global market expected to reach $401.2 billion by 2028 [3]. Group 1: Big Data Fundamentals - Big Data encompasses vast and complex information from diverse sources, which can be structured, unstructured, or semi-structured [1]. - The "six V's" define Big Data: Volume (massive data production), Velocity (speed of data generation), Variety (different data formats), Value (extracting insights), Variability (changing data patterns), and Veracity (data accuracy) [2]. Group 2: Key Players in Big Data - NVIDIA has significantly evolved in the Big Data space, leveraging its GPUs for data-intensive tasks and AI model training, with a strong focus on AI-optimized data center solutions [6][8]. - Salesforce transformed its CRM capabilities by integrating AI and analytics, particularly with the introduction of Einstein AI, enhancing its ability to provide real-time customer insights [9][10]. - Palantir Technologies has expanded its offerings from government to commercial sectors, focusing on AI and machine learning to enhance its data processing capabilities [13][14]. - Moody's has integrated advanced analytics and AI into its risk assessment services, modernizing its infrastructure to provide comprehensive financial insights [16][17]. Group 3: Future Outlook - NVIDIA anticipates continued strong demand for its AI-optimized solutions, particularly with the upcoming Blackwell architecture [8]. - Salesforce expects growth in AI-driven automation, with innovations like Agentforce set to reshape customer interactions [12]. - Palantir's growth is driven by the adoption of AI in business and government, positioning it as a leader in operational intelligence [15]. - Moody's is at the forefront of financial technology, continuously investing in data innovation to enhance its analytics capabilities [19].

The next step forward for AI will come from these companies.Artificial intelligence has transformed entire industries in just a few short years. From the rise of machine learning to the most advanced generative AI, the technology has seeped into just about every business over the last decade.If the last decade has taught us anything, it's that technology never stands still. Many companies are looking to build on the breakthroughs of generative AI to develop a new AI revolution: agentic AI.AI agents aren't j ...

Salesforce's valuation has fluctuated quite a bit over the last couple of years.For the last two years, technology stocks have been rocking thanks to an overwhelmingly bullish narrative surrounding artificial intelligence (AI). Among AI's biggest winners have been software businesses, a theme that I don't see changing anytime soon.Below, I'm going to compare two of the biggest names in enterprise software benefiting from the AI revolution: Palantir Technologies (PLTR 1.06%) and Salesforce (CRM -1.00%). Whil ...

SUN VALLEY, IDAHO - JULY 12: Marc Benioff, Chief Executive Officer of Salesforce, walks with other ... [+] attendees as they leave a morning session at the Allen & Company Sun Valley Conference on July 12, 2023 in Sun Valley, Idaho. Every July, some of the world's most wealthy and powerful figures from the media, finance, technology and political spheres converge at the Sun Valley Resort for the exclusive weeklong conference. (Photo by Kevin Dietsch/Getty Images)Getty ImagesSalesforce’s stock has lost 10% o ...

My November 2024 'Strong buy' call aged well because Salesforce (NYSE: CRM ) stock delivered a 10% return since then. The broader market also demonstrated positive performance over the same period, but S&P 500 grew slower. I remain confident in CRM'sComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies p ...

For Immediate ReleasesChicago, IL – February 10, 2025 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include, Salesforce Inc. (CRM) , Qualcomm Inc. (QCOM) , Verint Systems Inc. (VRNT) , Varonis Systems Inc. (VRNS) and S&P Global Inc. (SPGI) .Here are highlights from Monday’s Analyst Blog:5 Big Data Providers to Buy o ...