Core Insights - Salesforce, Inc. (CRM) is experiencing significant underperformance, with a stock decline of 28% in 2025, compared to a 13.5% drop in the broader Zacks Computer and Technology sector [1][8] - The company's revenue growth has slowed considerably, with a 7.7% increase in Q1 of fiscal 2026, leading to cautious investor sentiment [5][8] - Salesforce's earnings per share (EPS) growth is projected to decline significantly, with a compound annual growth rate (CAGR) of 12.9% expected over the next five years, down from 27.8% in the previous five years [9] Sales Performance - Salesforce's revenue growth has decelerated, with Q1 fiscal 2026 revenues rising only 7.7% year-over-year, and non-GAAP EPS increasing by just 5.7% [5][8] - Analysts predict mid-to-high single-digit growth for fiscal years 2026 and 2027, indicating a continued trend of cautious enterprise spending [6] Financial Estimates - Current Zacks Consensus Estimates for Salesforce's upcoming quarters and years are as follows: - Current Quarter (7/2025): $10.13 billion - Next Quarter (10/2025): $10.29 billion - Current Year (1/2026): $41.15 billion - Next Year (1/2027): $44.94 billion - Year-over-year growth estimates are projected at 8.66% for the current quarter and 8.58% for the current year [7] Valuation Analysis - Salesforce's stock trades at a low forward P/E ratio of 20.08, significantly below the sector average of 28.16 [8][10] - Compared to peers, Salesforce's P/E is lower than SAP (38.32), Oracle (36.17), and Microsoft (33.42), suggesting a potential undervaluation [12] Strategic Implications - The current valuation may attract investors; however, the ongoing challenges related to slowing sales growth could indicate a value trap [13] - The company needs to adapt its strategy to remain competitive, as businesses are shifting towards smaller, lower-risk IT investments rather than large digital transformation projects [9] Conclusion - Salesforce is no longer viewed as a growth powerhouse, with limited upside potential due to slowing revenue and earnings growth [14] - The company currently holds a Zacks Rank 4 (Sell), suggesting that investors may want to consider other opportunities in the tech sector [14]

BENGALURU, India, Aug. 11, 2025 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next-generation digital services and consulting, today announced the next phase of successful implementation and go live of the nCino Platform for ABN AMRO Bank, one of the largest banks in the Netherlands. This project strategically sought to transform ABN AMRO's loan origination and collateral management process by consolidating multiple legacy systems into a single, unified platform, enhancing ...

CANADA - 2025/01/31: In this photo illustration, the Fortinet, Inc. logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images Fortinet (NASDAQ:FTNT), a cybersecurity firm with a market capitalization of $58 billion, presents a compelling investment opportunity with the potential to double its stock price within the next four to five years. This optimistic perspective is grounded in the company’s consi ...

ASHBURN, Va., Aug. 8, 2025 /PRNewswire/ - DXC Technology (NYSE: DXC), a leading Fortune 500 global technology services provider, today announced the official opening of its new office in Buenos Aires, Argentina, further expanding its footprint in Latin America. Located in Capital Federal, the modern facility is designed to enhance collaboration, support innovation, and accelerate DXC's regional growth strategy.  DXC Opens New Office in Buenos Aires, Reinforces Commitment to Growth in Latin America (CNW ...

20年前推出的两条"卖酒规范"将迎来修订。 近日，中国酒业协会发布了《酒类商品批发经营管理规范（征求意见稿）》（下称《批发规范》）和 《酒类商品零售经营管理规范（征求意见稿）》（下称《零售规范》）两项行业标准的相关公告，针对 这两项规范的修订进行了公开征求意见。 南都湾财社-酒水新消费指数课题组记者了解到，前述两条规范系2005年颁发，至今已有20年，其间尚 未修订。但是这20年时间内，酒水流通零售行业的发展模式、销售模式以及配套技术等发生了巨大变 化，因此相关规范本次修订系为贴合当下行业发展态势作出的改变。 其中在"定义"上，两份文件均增加了"电子商务""酒类商品电子商务经营者"内容，在《零售规范》中还 增加了"酒类商品零售""配送""酒类商品配送服务商"的相关定义。例如消费者最关注的"配送"方面，根 据客户要求对物品进行分类、拣选、集货、包装、组配等作业，并按时送达指定地点的物流活动；又例 如在"酒类商品配送服务商"身份定义方面，则是指提供酒类商品配送服务的组织或个人，包括自有配送 团队、第三方物流企业及相关从业人员等。 与此同时，两项规范中均在第四章"经营技术条件"和第五章"经营管理技术要求"章节增加了 ...

OneStream (OS) Q2 2025 Earnings Call August 07, 2025 04:30 PM ET Speaker0Thank you for standing by and welcome to OneStream's Second Quarter Fiscal Year twenty twenty five Earnings Conference Call. At this time, participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. As a reminder, today's program is being recorded. And now I'd like to introduce your host for today's program, Annie Lechen, Vice President of Investor Relations and Strategic Finan ...

                                                                News Atos ranked as European Leader in four quadrants by ISG’s Provider Lens Mainframes – Services and Solutions This achievement highlights decades of expertise, innovation and operational excellence Paris, France – August 7, 2025 – Atos today announces it has been named a Leader in ISG’s Provider Lens™ Mainframes – Services and Solutions, Europe, for the fourth year in a row. In 2025, Atos further reinforced its position on the market, being ...

News Atos ranked as European Leader in four quadrants by ISG’s Provider Lens Mainframes – Services and Solutions This achievement highlights decades of expertise, innovation and operational excellence Paris, France – August 7, 2025 – Atos today announces it has been named a Leader in ISG’s Provider Lens™ Mainframes – Services and Solutions, Europe, for the fourth year in a row. In 2025, Atos further reinforced its position on the market, being named a Leader in four quadrants: Mainframe Optimization Servi ...

Lee Enterprises (LEE) Q3 2025 Earnings Call August 07, 2025 10:00 AM ET Speaker0Welcome to the Lee Enterprises twenty twenty five Third Quarter Webcast and Conference Call. The call is being recorded and will be available for replay at investors.lee.net. At the close of the planned remarks, there will be an opportunity for questions. Participants accessing this call by webcast may submit written questions through the website, and they will be answered during the call as time permits. Otherwise, you will rec ...

United Parks & Resorts (PRKS) Q2 2025 Earnings Call August 07, 2025 09:00 AM ET Company ParticipantsMatthew Stroud - Senior AdvisorMarc Swanson - CEOJim Mikolaichik - CFO & TreasurerSteven Wieczynski - Managing DirectorThomas Yeh - Executive Director - Equity ResearchLizzie Dove - VP - Equity ResearchArpine Kocharian - Managing DirectorConference Call ParticipantsJames Hardiman - Director - Leisure and Travel AnalystChris Woronka - Senior Analyst - Hotel / Lodging REITs & LeisureOperatorGood morning, and we ...