Added to YB: 2025-12-08
Pitch date: 2025-12-04
CRM [bullish]
Salesforce, Inc.
-26.01%
current return
Author Info
No bio for this author
Company Info
Salesforce, Inc. provides customer relationship management technology that connects companies and customers together worldwide.
Market Cap
$172.7B
Pitch Price
$250.43
Price Target
421.00 (+127%)
Dividend
0.90%
EV/EBITDA
13.92
P/E
24.61
EV/Sales
4.29
Sector
Software
Category
growth
Salesforce 3QFY26 Earnings: The Capacity Discrepancy
CRM (earnings): Largest sales hiring surge in 5 years (23% capacity increase) amid 9% revenue guide suggests mgmt sees FY27 acceleration market hasn't priced. Informatica acquisition fixes Agentforce semantic bottleneck, transforming unit economics from 25% to 60-70% margins. 50%+ refill rate proves production validation. Trading 19x forward earnings, bear case priced in with 50-70% upside if capacity converts.
Read full article (9 min)