Professional
Added to YB: 2025-01-07
Pitch date: 2025-01-06
CRM [bearish]
Salesforce, Inc.
+43.65%
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
$172.8B
Pitch Price
$328.36
Price Target
247.00 (+33%)
Dividend
0.94%
EV/EBITDA
13.75
P/E
24.00
EV/Sales
4.36
Sector
Software
Category
value
Guggenheim Downgrades Salesforce (CRM) to Sell, Sets $247 Price Target
CRM Sell: Guggenheim downgrades to Sell, PT $247. Agentforce rally overblown, unlikely to monetize without acquisitions. Organic innovation weak, enterprise sales talent loss. Growth debate should be 5-7%, not 9-10%. Overvalued at 8.6x EV/NTM recurring rev vs 5.4x intrinsic. 35x EV/NTM FCF (adj) for single-digit growth.
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