Added to YB: 2026-03-03
Pitch date: 2026-02-27
CRM [neutral]
Salesforce, Inc.
+0.23%
current return
Author Info
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Company Info
Salesforce, Inc. provides customer relationship management technology that connects companies and customers together worldwide.
Market Cap
$182.5B
Pitch Price
$192.50
Price Target
450.00 (+131%)
Dividend
0.91%
EV/EBITDA
14.45
P/E
24.97
EV/Sales
4.58
Sector
Software
Category
growth
Salesforce 4QFY26 Earnings: The Buyback Bridge
CRM (earnings): Q4 Agentforce ARR $800M (+169% YoY), record large deals (12 over $10M), 120+ ELAs signed vs 50-100 expected. But organic cRPO growth ~9% (no beat), Marketing/Commerce Cloud -1%. FY27 guide $45.8-46.2B (10-11% headline, 7-8% organic ex-Informatica). $50B buyback at 11x EV/FCF creates floor. Bull: 11-13% CAGR, re-rate to 22-25x = $390-450. Bear: 5-7% CAGR, 14-16x = $170-200. Key test: organic growth must cross 10% by H2 FY27 or re-acceleration thesis fails.
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