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Salesforce (CRM) Earnings Beat Highlights Expanding AI Adoption
Yahoo Finance· 2026-01-02 16:29
Salesforce, Inc. (NYSE:CRM) ranks among the best AI stocks to buy according to analysts. On December 4, Piper Sandler reaffirmed its Overweight rating and $315 price target for Salesforce, Inc. (NYSE:CRM) following the company’s third-quarter results, noting solid advancements in its artificial intelligence products. Pixabay/Public Domain The CRM powerhouse reported Q3 revenue of $10.3 billion, a 9% year-over-year rise, as well as operational cash flow of $2.3 billion, up 17% year-over-year, along with ...
Is Salesforce, Inc. (CRM) The Most Undervalued Tech Giant to Buy?
Yahoo Finance· 2025-12-29 14:15
Salesforce, Inc. (NYSE:CRM) is among the most undervalued tech giants to buy according to hedge funds. On December 24, TheFly reported that Barron’s, in its Stock Picks column, stated that although the software sector has been volatile over the past few years, Salesforce, Inc. (NYSE:CRM) could rally as AI-related concerns ease and the company’s management remains focused on improving profitability. The report cites research from prominent analysts, including Oakmark Funds portfolio manager Bill Nygren and ...
This Software Stock Looks ‘Washed Out’ but Analysts Think 2026 Could Be Its Turnaround Year. Why?
Yahoo Finance· 2025-12-23 16:47
Core Viewpoint - Salesforce stock has experienced a correction of 22% year-to-date but has seen a recent rally of 15% in the last month due to strong Q3 results and a positive growth outlook, making it a potential investment for 2026 [1] Group 1: Company Performance - Salesforce reported Q3 2026 revenue of $10.3 billion and a GAAP operating margin of 21.3% [3] - The company has closed over 18,500 deals with Agentforce since its launch, including 9,500 paid deals, indicating strong customer intake acceleration [5] - Salesforce returned $4.2 billion to shareholders through dividends and share repurchases in Q3 2026, suggesting sustained value creation [6] Group 2: Analyst Insights - Evercore has identified Salesforce as a top enterprise software stock for 2026, citing momentum from its AI strategy and potential revenue re-acceleration [2] - Mizuho analyst Gregg Moskowitz noted that Salesforce is systematically addressing challenges related to Agentforce adoption, which is expected to lead to growth acceleration [2] Group 3: Stock Performance - CRM stock has remained relatively stable over the past six months, but the potential for growth acceleration makes it an attractive consideration [4]
Salesforce, Inc. (CRM)’s ‘Agentic Enterprise’ Vision Wins Canaccord’s Confidence
Yahoo Finance· 2025-10-18 06:12
Core Insights - Salesforce, Inc. (NYSE:CRM) is recognized as a highly profitable software stock, with Canaccord Genuity maintaining a 'Buy' rating and a price target of $300, indicating a potential upside of nearly 27% from current levels [1] - The company is expected to see a significant increase in annual recurring revenue (ARR) as customers transition to the "Agentic Enterprise" model, potentially multiplying their spending by three to four times [2] - Canaccord Genuity notes that while the management's projects show promise, meaningful results may take about a year to materialize, with key indicators expected soon [3] Company Overview - Salesforce, Inc. is a California-based provider of customer relationship management (CRM) technology, established in 1999, and offers core products such as Agentforce, Data Cloud, Industries AI, and Slack [4]
Unisphere Sees Value in Salesforce’s Long Game
Yahoo Finance· 2025-09-10 09:59
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]