CRM

Salesforce, Inc. (NYSE:CRM) is included among the Billionaire George Soros Stock Portfolio: 10 Best Stocks to Buy. On May 28, Northland analyst Nehal Chokshi lowered the firm’s price recommendation on Salesforce, Inc. (NYSE:CRM) to $202 from $229. He reiterated a Market Perform rating on the shares. In a post-earnings note, the analyst said that estimated constant-currency current remaining performance obligation (cRPO) growth appears to be slowing. Also on May 28, BMO Capital lowered its price goal on Salesforce to $215 from $225. It kept an Outperform rating on the stock following the company’s first-quarter earnings report. The firm said the results and guidance are unlikely to change the views of either bullish or bearish investors. As a result, BMO expects little impact on fiscal 2027 revenue growth expectations. According to the analyst, investors will likely remain focused on signs of stronger revenue growth and evidence that any improvement can be sustained. Even so, BMO continues to view the stock favorably, citing the potential for better revenue growth and what it considers an undemanding valuation. Northland analyst Nehal Chokshi is a customer relationship management (CRM) technology company. Its AI-powered Agentforce 360 Platform provides solutions for sales, service, marketing, commerce, collaboration, data management, integration, analytics, and information technology (IT) services. While we acknowledge the potential of CRM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Reddit Stocks to Buy According to Billionaires and 10 Safe Stocks to Buy for the Long Term in 2026 Disclosure: None. Follow Insider Monkey on Google News.

ServiceNow (NOW) stock is rising 14% to $124 as capital rotates into beaten-down enterprise software following Dell Technologies (DELL) posting Q1 FY2027 revenue of $43.84B (up 88% YoY) with AI-optimized server revenue jumping 757% to $16.13B. Snowflake (SNOW) has reported Q1 revenue of $1.39B (up 34% YoY) and raised its full-year guidance, while Wipro (WIT) has expanded its AI partnership with ServiceNow (NOW) for agentic workflows. Dell’s blowout earnings validated the enterprise AI infrastructure thesis that ServiceNow is positioned to capture through its workflow and governance layer, triggering broad repricing across the software stack as the “SaaSpocalypse” narrative retreats. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Dell Technologies didn't make the cut. Grab the names FREE today. Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year high, so this is a bounce off of a deeply oversold tape. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Dell Technologies didn't make the cut. Grab the names FREE today. The broader software complex is participating. Snowflake (NYSE:SNOW), Wipro (NYSE:WIT), and C3.ai (NYSE:AI) shares are all in motion as investors reprice the AI workflow layer. Dell Technologies reported Q1 FY2027 results after Thursday's close, posting revenue of $43.84 billion, up 88% year over year (YoY) against a consensus near $35.77 billion. Non-GAAP EPS of $4.86 crushed the $2.96 estimate by 64%. The headline figure was AI-optimized server revenue of $16.13 billion, up 757% YoY, with $24.4 billion in AI orders booked during Q1. Dell Technologies also raised its full-year FY27 revenue guidance to $165 billion to $169 billion and lifted its full-year AI server outlook to roughly $60 billion. Those numbers validate the enterprise AI buildout that ServiceNow is leveraged to. ServiceNow sits as the workflow and governance layer on top of that infrastructure spend, and the read-through is direct. Dell stock is up 29% in Friday's session. The rotation started earlier in th...

Dell Technologies (DELL) stock is on the move in Friday's pre-market trading as its share price soars by as much as nearly 40% — bringing the share price into the $400 range — after reporting a booming $60 billion in AI server sales for the company's first quarter. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland dive into Dell's earnings results and how its AI demand-driven growth compares to that seen in the software sector.

Salesforce, Inc CRM delivered a solid first-quarter fiscal 2027 non-GAAP earnings of $3.88 per share, up 50.4% year over year. The bottom line beat the Zacks Consensus Estimate by 24.4%.Salesforce’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 9.5%.Revenues rose 13.3% year over year to $11.13 billion and exceeded the consensus mark by 0.68%. Results reflected continued customer demand for Salesforce’s agentic offerings, with Agentforce ARR surpassing the $1 billion milestone. Subscription and support revenues (95.1% of total revenues) increased 13.9% year over year to $10.59 billion, accounting for the bulk of total revenues. Professional services and other revenues (4.9% of total revenues) totaled $540 million, indicating relatively stable services activity during the quarter. Salesforce, Inc. price-consensus-eps-surprise-chart | Salesforce, Inc. Quote Within the updated revenue disclosure framework, Agentforce Apps revenue was $6.91 billion, while Data 360, Headless Platform and Other contributed $3.68 billion. Regionally, the Americas (65% of total revenues) generated revenues of $7.23 billion and grew 11.8% year over year. Europe (24.7% of total revenues) delivered revenues of $2.75 billion, reflecting year-over-year growth of 17.8%, while Asia Pacific (10.25 of total revenues) contributed revenues of $1.15 billion, up 12% year over year.Profitability also improved. Non-GAAP operating income totaled $3.87 billion, up 22% from the year-ago quarter’s $3.17 billion. Moreover, the non-GAAP operating margin expanded 250 basis points to 34.8%, supported by operating leverage and disciplined spending. Management emphasized productivity gains from the internal adoption of AI tooling, even as it continued to invest in go-to-market capacity. Salesforce exited the fiscal first quarter with cash, cash equivalents and marketable securities of $8.93 billion, down from $9.57 billion at the end of the previous quarter. CRM generated an operating cash flow of $6.70 billion and a free cash flow of $6.56 billion in the first quarter. As of April 30, the current remaining performance obligation (Crpo) was $33.6 billion, up 13.5% year over year. The company returned $27.5 billion to shareholders during the quarter, including $27.1 billion in share repurchases and $365 million in dividends. CRM also launche...

Dow Jones futures fell slightly early Thursday overnight, along with S&P 500 futures and Nasdaq futures. Oil prices rose somewhat. Marvell Technology rose slightly on earnings while Snowflake surged. The Fed's favorite inflation gauge, the core PCE price index, is due before the open.

SAN FRANCISCO, May 28, 2026--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the #1 Agentic CRM, today announced that its board of directors declared a quarterly cash dividend of $0.44 per share. The dividend is payable July 2, 2026 to shareholders of record on June 11, 2026. About Salesforce Salesforce helps organizations of any size become agentic enterprises — integrating humans, agents, apps, and data on a trusted, unified platform to unlock unprecedented growth and innovation. Visit www.salesforce.com for more information. View source version on businesswire.com: https://www.businesswire.com/news/home/20260528198039/en/ Contacts Valmik DesaiSalesforceInvestor [email protected] Kalynn SharumSalesforcePublic [email protected]

Salesforce stock fell on disappointing guidance while Q1 earnings and revenue beat estimates as artificial intelligence products gained traction.

(Bloomberg) -- While software stocks rebound from the artificial intelligence-driven wipeout earlier this year, Salesforce Inc. hasn’t really benefited. But its earnings after the close Wednesday could pull the company’s shares out of their malaise. Most Read from Bloomberg Singapore Hands Byju's Founder His First Ever Jail Term Iran’s Khamenei Says No Going Back for Middle East Rocked by War Ex-President Biden Sues to Stop DOJ Sharing Interview Tapes Two More Oil Supertankers Exit Hormuz to Help Push Up Flows ‘KPop Demon Hunters’ Studio Draws Tencent Music Investment Salesforce is up 8% since hitting a three-year low on April 10, but the stock still has lost 32% this year. It’s badly underperforming the iShares Expanded Tech-Software Sector exchange-traded fund, which has jumped 25% since hitting its own recent low on April 10 and is down 12% this year. And both are being trounced by the technology-heavy Nasdaq 100 Index’s 19% rise in 2026, largely powered by high-flying chipmakers. Salesforce shares dipped 0.1% on Wednesday afternoon. “It has gone through a very painful period, but there’s a stickiness and staple-like nature to the business that people have underestimated, even though revenue is still growing at a decent pace,” said Brian Kersmanc, portfolio manager at GQG Partners, which owns Salesforce shares. “Now that we’ve had this big washout, I think we’re going to start seeing the merits shine through.” Software stocks are getting some life as encouraging corporate earnings reports indicate that AI may not end up devastating growth like investors had assumed, and in some cases it could be a potential tailwind. That, coupled with valuations that fell to rock-bottom levels, has Wall Street thinking that the industrywide weakness from earlier this year may have gone too far. Salesforce, however, has missed much of the bounce back as it continues to face questions about its prospects. Wall Street’s primary concern is competition from Anthropic and OpenAI weakening demand and pricing power for its customer relationship management software, which for years drove robust growth at high margins. For example, Bank of America last week reinstated coverage of the company with an underperform rating due to “structurally lower growth” and greater competitive risks from AI. “Salesforce remains a deeply entrenched platform, yet we expect a structural reset driven...

Salesforce (CRM) reported $11.13 billion in revenue for the quarter ended April 2026, representing a year-over-year increase of 13.3%. EPS of $3.88 for the same period compares to $2.58 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $11.06 billion, representing a surprise of +0.68%. The company delivered an EPS surprise of +24.36%, with the consensus EPS estimate being $3.12. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Salesforce performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Remaining performance obligation (RPO) - Current: $33.60 billion versus the six-analyst average estimate of $33.62 billion. Remaining performance obligation (RPO) - Total: $67.90 billion versus the four-analyst average estimate of $68.96 billion. Remaining performance obligation (RPO) - Noncurrent: $34.30 billion versus $35.34 billion estimated by four analysts on average. Revenues- Subscription and support: $10.59 billion versus $10.54 billion estimated by 11 analysts on average. Compared to the year-ago quarter, this number represents a +13.9% change. Revenues- Professional services and other: $540 million versus $518.57 million estimated by 11 analysts on average. Compared to the year-ago quarter, this number represents a +1.5% change. View all Key Company Metrics for Salesforce here>>> Shares of Salesforce have returned -1.2% over the past month versus the Zacks S&P 500 composite's +5.1% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Salesforce, Inc. (CRM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

US stocks have opened mixed, with the Dow Jones opening up 0.25%, while the Nasdaq and S&P 500 were essentially flat in opening trades. The Nasdaq 100's biggest drops came from cybersecurity groups Zscaler, CrowdStrike and Palo Alto Networks, coming under pressure alongside AI-linked names including Palantir and Strategy. Nvidia slipped 1.7% as investors took profits across the semiconductor sector, while Qualcomm and Intel also traded lower. All but six of the Dow names were in green, led by Nike, Procter & Gamble, and Home Depot, all up over 2%. Crude oil prices have dropped again after Iranian state media reported details of an unofficial draft peace framework with the US. Markets feel like they have heard this before, so WTI futures crept back up above $89 after falling to a 5-week low. The deal would see commercial shipping through the Strait of Hormuz restored to pre-war levels within 30 days. Under the reported 'Islamabad framework' proposals, the US would lift its naval blockade on Iranian ports and withdraw military forces from the vicinity of Iran, while Tehran and Oman would jointly oversee shipping through the strategic waterway. The Mizan news agency said any final agreement reached within two months could eventually be endorsed through a UN Security Council resolution. Neither Washington nor Tehran has officially commented on the reports, though the developments come ahead of a cabinet meeting between Donald Trump. Separately, Iran’s Revolutionary Guards navy says 23 vessels had passed through the Strait under its supervision over the past 24 hours, signalling some easing in shipping restrictions after weeks of disruption that sent oil prices sharply higher. Wall Street’s technology stocks looked set to lead markets higher again on Wednesday as investors piled further into the artificial intelligence trade and global equity benchmarks hit fresh record highs. Futures for the Nasdaq 100 were up 0.6% ahead of the opening bell, while contracts for the S&P 500 and Dow Jones Industrial Average gained around 0.35%. The previous session saw the Nasdaq climb 312 points, or 1.2%, to a record close of 26,656, while the S&P 500 rose 46 points, or 0.6%, to finish at an all-time high of 7,519. The Dow Jones underperformed, slipping 118 points to 50,462. Chipmaker Micron remained at the centre of the rally after its market value momentarily topped $1 trillion...

US stock futures edged up as a wave of tech earnings boosted confidence in the AI trade. Futures attached to the Dow Jones Industrial Average (YM=F) and the benchmark S&P 500 (ES=F) rose roughly 0.1%. Futures attached to the tech-heavy Nasdaq 100 (NQ=F) hovered just about the flatline. After the closing bell, Snowflake (SNOW), Marvell (MRVL), and HP (HP) reported strong earnings results that showcased AI driving spending on cloud, chips, and computers. Snowflake’s earnings and its announcement of a $6 billion deal with Amazon Web Services stole the after-hours show, sending its stock up more than 30%. Salesforce (CRM) earnings, meanwhile, also beat Wall Street’s expectations, but a tepid forecast stoked investor concerns about AI disrupting the software business. In day trading, stocks cautiously rose to records as investors continued to wait for an official update on US-Iran negotiations. On Thursday, Wall Street will receive the latest reading of the Federal Reserve's preferred inflation gauge, the Personal Consumption Expenditures index. The data will indicate whether rising prices are increasing pressure on the central bank to raise interest rates. Earnings season also continues to draw to a close Thursday, with Costco Wholesale (COST), Dell Technologies (DELL), Dollar Tree (DLTR), Best Buy (BBY), and The Gap (GAP) expected to report their results.

Salesforce reported record sales that topped Wall Street analysts' estimates thanks to strong demand for its AI offerings. The software giant issued a second-quarter revenue outlook that was largely below estimates. Salesforce shares have been hit hard by investor concerns that AI could eat into the company's business, but CEO Marc Benioff said AI offers "the biggest growth opportunity for our customers, and for Salesforce." Salesforce shares lost ground Wednesday after the software giant released quarterly results that exceeded Wall Street expectations but issued guidance that disappointed investors. The company posted adjusted earnings per share of $3.88 for its fiscal first quarter as revenue increased 13% from a year earlier to $11.13 billion. Salesforce projected second-quarter revenue of between $11.27 billion and $11.35 billion, on the low end of what analysts surveyed by Visible Alpha were expecting and representing a slowdown in the pace of growth. Salesforce shares were down more than 1% in recent after-hours trading. Through the close of Wednesday's regular session, the stock had lost 33% of its value since the start of the year amid concerns that software businesses could be severely disrupted by AI advancements. Salesforce is the worst-performing stock in the Dow Jones Industrial Average in 2026. CEO Marc Benioff sees a big growth opportunity ahead from AI. “Agentic AI is the biggest growth opportunity for our customers, and for Salesforce," Benioff said in the earnings press release. Read the original article on Investopedia