CRM Ticker Curator

• Goldman persists with Buy rating on Salesforce despite margin guidance concerns
• Bernstein/SocGen cuts PT to $194, citing slowing growth with 7-8% organic revenue guidance

Divergent views signal caution for CRM investors on growth trajectory.

Key bearish angles on Salesforce $CRM:

• Technical selling: Price action and volume show large shareholders unloading shares onto retail traders
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Salesforce's autonomous AI tools threaten to upend SaaS, driving CRM valuation jump:

• Stock trades at 32x earnings—does the tech leap justify...

Analyst Ratings

• 🔥 Citi Reiterates Neutral: Citi Research reiterated its Neutral rating with $197 price target, citing disappointing results on...

Rhetoric Paradox Exposed: CEO Benioff's Delta Score hit historic low of 2.5/100, shifting from hype to performance amid Q4 growth rebound from 9% to...

Citi Research reiterated its Neutral rating and $197 price target on Salesforce, deeming results disappointing on an organic basis with a revenue miss despite AI acceleration confidence.

• Mizuho's Moskowitz calls Q4 underwhelming, trims PT to $265 from $280, yet sees substantial upside
• Guides to $63B FY2030 revenue (beats $60.3B...

Salesforce entered a definitive agreement to acquire Momentum, an AI startup with tools for sales and revenue operations, set to boost sales functions.

Q4 Earnings Beat

• 🔥 Revenue Tops Estimates: Salesforce reported Q4 revenue of $11.20 billion, beating estimates of $11.18 billion and up 12%...

• Record Q4 Results: Revenue $11.2B (+12% Y/Y), EPS $3.81 beating $3.04 est; Agentforce ARR $800M (+169% Y/Y).
• Explosive Adoption: 29,000 Agentforce...

Multi-angle debate on Salesforce's massive buyback:

• Bullish take: CEO Benioff calls shares at low prices, allocates $50B amid under-leveraged...

Pre-earnings timeline for Salesforce Q4:

• Q3 ARR surge: Agentforce/Data Cloud hit $1.4B (+114% YoY), stock +9.5% briefly.
• Reality sets in: Shares...

CRM disappoints investors with FY revenue outlook of ~$46B (in line with estimates but underwhelming), shares down 3% post-$191.75 close.

• Nvidia...

Q4 Wins beat expectations: Revenue $11.2B (+12% YoY), adj EPS $3.81, $50B buyback.

• Guidance Disappoints: FY27 revenue $45.8-46.2B below $46.06B est;...

Retail buzz on CRM alongside NVDA, SNOW, IONQ, TTD after strong results:

• Stock up 3.39% to $191.75 (high $192.60), but -4.56% after-hours to...

• Piper Sandler latest: Reiterates Overweight, cuts PT from $280 to $250 (-10.71%).
• Trend of cuts: KeyBanc to $300 (-25%); Jefferies to $250 (-33%);...

Key Earnings Breakdown:

• EPS Surprise: $3.81 vs. $3.03 est. (+25.69% beat), up from $2.78 YoY
• Revenue: $11.2B beat est. by 0.32%; met expectations,...

New AI-powered recap of Salesforce Q4 2026 earnings launched as a 4:21 YouTube video.

• Purely informational: For entertainment only, not investment...

Rhetoric reset: Benioff dropped buzzwords like revolution, delivering history's lowest Delta Score of 2.5/100—a pattern signaling business bottoms.
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CRM stock fell after Salesforce's weak 2027 revenue forecast, sparking investor fears over slow business software demand and heavy AI spending.