Added to YB: 2026-09-09
Pitch date: 2026-09-05
CRM [neutral]
Salesforce, Inc.
-1.81%
current return
Author Info
No bio for this author
Company Info
Salesforce, Inc. provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific.
Market Cap
$213.3B
Pitch Price
$253.72
Price Target
360.00 (+45%)
Dividend
0.68%
EV/EBITDA
18.11
P/E
24.02
EV/Sales
5.56
Sector
Software
Category
N/A
Salesforce, Inc. $CRM FY2027 Q2 Earnings Analysis
CRM (earnings): Salesforce’s quarter had strong headlines but a neutral underlying structure: cRPO grew 14% in constant currency and Agentforce ARR rose over 240%, yet core Agentforce Apps grew only 8% and GAAP operating margin fell 230 basis points. Roughly $2.53 of $5.90 non-GAAP EPS came from investment gains, while debt-funded buybacks raised leverage. The key is whether AI usage can revive core-app growth and produce predictable revenue.
Read full article (22 min)