Key Takeaways C3.ai's Q1 fiscal 2026 revenues fell 19% year over year amid softer license demand and leadership shifts.About 90% of business stems from alliances with Microsoft Azure, AWS, Google Cloud and McKinsey QuantumBlack.New and expanded deals with Nucor, Qemetica and HII highlight growing enterprise adoption of AI's platform.C3.ai, Inc. (AI) stumbled at the start of fiscal 2026, with the first quarter’s revenues declining year over year by 19%, reflecting softer demand for demonstration licenses and ...

Core Insights - Veeva Systems' Vault CRM is a next-generation customer relationship management tool specifically designed for the biopharma sector, integrating compliance, data, and advanced analytics into a unified system [1] - The adoption of Vault CRM by major biopharma companies indicates a shift towards a standardized platform for customer engagement, emphasizing the importance of precision, compliance, and speed in the industry [1][3] Recent Developments - Bristol Myers Squibb adopted Vault CRM in September 2025, aiming to enhance sales team engagement with healthcare providers through AI-driven insights [2] - Gilead Sciences also committed to Vault CRM in September 2025, highlighting its innovative roadmap and ability to scale commercial operations [2] - Merck and Astellas joined the list of adopters in July and June 2025, respectively, with Astellas complementing its strategy with Veeva China CRM [2] Competitive Landscape - Salesforce is advancing its AI capabilities through its Einstein platform, focusing on enhancing productivity across various industries, including healthcare [4] - IQVIA is expanding its AI-enabled platform offerings, particularly in clinical trial optimization and real-world evidence, maintaining relevance for biopharma companies [5]

With a strong profitability outlook, Salesforce, Inc. (NYSE:CRM) secures a spot on our list of the 14 Stocks That Will Double in the Next 5 Years. Salesforce, Inc. (CRM) Announces Updates to its AI and Data Cloud Platforms Pixabay/Public Domain On September 25, 2025, Salesforce, Inc. (NYSE:CRM) announced updates to its AI and Data Cloud platforms, including Salesforce Starter for SMBs, Agentforce for AI-powered agents, and Slack integrations to improve workplace communication. These innovations aim to e ...

Group 1: Palantir Technologies - Palantir Technologies has experienced significant share price gains of nearly 2,400% over the past three years, transitioning from a defense-focused data analytics company to an enterprise AI giant [1] - The company currently has a market capitalization of approximately $435 billion and trades at a high price-to-sales ratio of 134, indicating Wall Street's optimism but also limited room for error [2] - Palantir's revenues surged 48% year-over-year, exceeding $1 billion in the second quarter of fiscal 2025, with expectations for annual revenues to approach $14.7 billion by the end of fiscal 2026 [9] Group 2: Salesforce - Salesforce is focusing on agentic enterprise opportunities through its Agentforce and Data Cloud platforms, which could lead to accelerated growth in the coming years [4] - In the second quarter of fiscal 2026, Salesforce's revenues increased by 10% year-over-year to $10.2 billion, with a non-GAAP operating margin of 34.3% [5] - The Data Cloud, a $7 billion business, saw a 140% year-over-year increase in customers, indicating strong growth potential [8] - Salesforce has secured over 6,000 paid deals and more than 12,500 deals since launching the Agentforce platform, with nearly 40% of new bookings coming from existing customers [7] - The company expects to generate $15 billion in operating cash flow by the end of fiscal 2026, with a commitment to returning capital to shareholders through dividends and share repurchases [11] Group 3: Market Valuation Comparison - Palantir's market capitalization could reach approximately $685 billion in five years if its price-to-sales multiple compresses to its five-year average of 46.6, based on analyst revenue projections [12] - Salesforce, on the other hand, could see its market cap reach between $721 billion and $901 billion by fiscal 2030, assuming projected revenues of $60.1 billion and a price-to-sales multiple of 12 to 15 [14] - The valuation dynamics suggest that Salesforce may be viewed as more valuable than Palantir in the future, as it transitions from a legacy software company to a core system for the agentic enterprise [15]

Key Takeaways CRM's AI and Data Cloud ARR hit $1.2B in Q2 fiscal 2026, up 120% year over year.Data Cloud reached $7B, with 140% customer growth and 326% surge in data usage.Agentforce signed 6,000 paid deals, with 60% moving from pilot projects to full production.Salesforce, Inc. (CRM) posted strong results in its AI and Data Cloud businesses. In the second quarter of fiscal 2026, the company's Annual Recurring Revenue (ARR) from AI and Data Cloud reached $1.2 billion, up 120% from last year. During the sec ...

Investors who lived through the internet boom of the nineties and the early 2000s keep asking the same quiet question. Is artificial intelligence (AI) just another hype cycle, or is it the kind of once-in-a-generation reset that creates fortunes? The market's own behavior this year offers a clue. Software stocks have done tremendously well, especially those involved in AI. For example, Oracle (ORCL) has been known as a "legacy" company for a long time. The stock has done well in the 2010s and early in the ...

Group 1 - Salesforce, Inc. is facing a pivotal moment in 2025 due to slowing growth in its core Sales and Service Clouds, alongside activist pressure for higher margins and disciplined capital allocation [2] - The company commands over 20% of the mature CRM market, but its legacy products are experiencing high-single-digit growth, prompting a shift towards AI with the new Agentforce platform [2] - The Data Cloud and AI segment has achieved over $1 billion in Annual Recurring Revenue (ARR), reflecting a year-over-year growth of over 120% [2] Group 2 - Salesforce has engaged in strategic mergers and acquisitions, including Informatica, Regrello, Waii, and Convergence.ai, to build a robust AI platform that addresses enterprise data fragmentation [3] - The company has generated over $6 billion in free cash flow, allowing for investments in acquisitions while returning $3.1 billion to shareholders through buybacks and dividends in Q1 FY2026 [3] - The investment thesis highlights the potential for high rewards if Salesforce successfully integrates its acquisitions and scales Agentforce, but also acknowledges substantial execution risks [4] Group 3 - The stock of Salesforce has depreciated approximately 2% since a previous bullish thesis in April 2025, which emphasized the company's resilience amid macro volatility and strong subscription model [5] - The current bullish thesis by Darius Dark Investing aligns with previous views but places greater emphasis on the AI-driven Agentforce pivot and strategic M&A [5]

Core Insights - Salesforce, Inc. (CRM) reported a 10% year-over-year revenue increase to $10.25 billion in Q2 of fiscal 2026, driven by significant growth in its Data Cloud business, which saw a 140% increase in customer count year-over-year [1][10] - The Data Cloud platform is central to Salesforce's growth strategy, integrating customer data from various sources and enhancing usability across Salesforce products, with over half of the Fortune 500 already utilizing it [2] - Integration of Data Cloud with tools like Agentforce, Tableau, and Slack is expected to enhance data activation and AI application across enterprises, potentially leading to higher contract values and stronger customer relationships [3] Financial Performance - Salesforce's data-related business is estimated to generate around $7 billion annually, with a consumption-based pricing model indicating significant revenue growth potential for the Data Cloud platform [4] - Despite the robust performance of the Data Cloud, overall revenue growth for Salesforce has shown signs of deceleration, with Q1 and Q2 revenues increasing by 8% and 10% year-over-year, respectively, and high single-digit growth expected for fiscal 2026 and 2027 [5] - The Zacks Consensus Estimate projects a year-over-year earnings increase of approximately 11.2% for fiscal 2026 and 11.7% for fiscal 2027, with upward revisions in estimates over the past 30 days [13] Competitive Landscape - Salesforce faces increased competition in the data cloud space from Microsoft and Snowflake, with Microsoft leveraging its Azure Data platform and integrating it with productivity tools to enhance user experience [6][7] - Snowflake focuses solely on data services, providing powerful cloud-based data warehousing capabilities, which allows for easy storage, processing, and sharing of large data volumes [8] Valuation Metrics - Salesforce shares have declined by 27% year-to-date, contrasting with the Zacks Computer – Software industry's growth of 18.7% [9] - The company trades at a forward price-to-earnings ratio of 19.96, significantly below the industry average of 33.11 [11]

Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day.Let's get to the three market catalysts we're watching this hour. First up, consumer prices rising by nearly 3% year-over-year as initial jobless claims jump. How is Wall Street digesting the data.We'll discuss. Plus, we'll hear from Salesforce CEO Mark Beni off on how AI is transforming his company. And we go live to the NASDAQ to speak with Figure co-founder David Kagy as the blockchain lender prepares to go public.Let' ...

Group 1 - Salesforce, Inc. (NYSE:CRM) is considered an undervalued stock with a wide economic moat, attracting investment interest [1] - Unisphere Establishment increased its holdings in Salesforce by 23.6% in the first quarter, now owning 523,000 shares valued at $140.35 million, representing 0.05% ownership [1] - Despite underperforming the S&P 500 by 14.38% over the past year, analysts maintain a positive outlook on Salesforce's long-term recovery and growth potential [2] Group 2 - Salesforce is actively innovating in the AI space with platforms like Agentforce and Data Cloud, which are expected to enhance future profitability [3] - The company, founded in 1999, specializes in customer relationship management (CRM) technology, offering products such as Agentforce, Data Cloud, and Slack [4]