DailyIQ
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Sector:TechnologyAll sectors
Last updated 4 minutes ago

CRM·Salesforce, Inc.

$.
+. (+.%)
After Hours
High
$166.30
Open
$165.60
Market Cap
135.90B
52W High
$275.56
Low
$162.20
P. Close
$163.33
P/E
16.94
52W Low
$146.32
Fwd P/E
10.53
DailyIQ Est.
$270.80
Technical Score (1D)
50
NEUTRAL
News Sentiment
55
BULLISH
Salesforce’s latest $24.8 billion share‑buyback has pushed the stock to an 11‑times trailing free‑cash‑flow valuation, underscoring the company’s confidence in its cash‑generating moat and providing a floor for the next few trading days. The announcement of a sizable U.S. Air Force contract adds a new, steady revenue stream that could lift the firm’s public‑sector earnings profile and help offset the broader SaaS‑sector sell‑off that has weighed on the market. Meanwhile, a $1 billion investment in Swiss AI infrastructure signals a strategic push into high‑growth European sectors such as finance, life sciences, and energy, positioning Salesforce to capture incremental AI‑enabled service revenue. Market sentiment remains neutral, with the Dow and Nasdaq gaining modestly but offering no immediate catalyst for the stock beyond the corporate news. Analysts note that Salesforce trades at a 17.6‑x P/E, 40 % below its 12‑month peak, which may temper upside expectations even as the company’s operating margin stays strong at 22 %. The recent 40 % decline in the first half of 2026 reflects broader concerns over SaaS growth prospects, suggesting that investor sentiment could still be volatile. Over the next 1–10 trading days, the combination of a lower valuation, a new defense contract, and a European AI expansion could provide a rallying narrative if earnings guidance remains supportive. Traders should watch for the Air Force contract’s implementation timeline, any updates to Salesforce’s earnings guidance, and progress reports on the Swiss AI initiative, as these will be the primary drivers of short‑term price action.
Earnings Summary
Salesforce, Inc. (CRM) is a global provider of customer relationship management technology, offering a comprehensive suite of solutions such as Agentforce and Data Cloud that power AI capabilities across sales, marketing, commerce, and field service. Operating in the technology sector within the software‑application industry, the company has positioned itself as a leading SaaS platform for enterprise customers worldwide. In the most recent reporting cycle, Salesforce delivered EPS of $2.78 in Q4 2024, beating the $2.61211 estimate, and $2.58 in Q1 2025, surpassing the $2.54652 forecast; the company continued this trend with EPS of $2.91 in Q2 2025 (beat $2.77924), $3.25 in Q3 2025 (beat $2.86171), and $3.88 in Q1 2027 (beat $3.24844). Revenue also accelerated, rising from $9.829 billion in Q1 2025 to $10.259 billion in Q3 2025 and reaching $11.133 billion in Q1 2027, while the company maintained a consistent pattern of beating analyst expectations in every quarter with available data. Historically, Salesforce has shown a steady YoY revenue expansion and a track record of EPS beats, underscoring its ability to grow top‑line and profitability even as it navigates competitive pressures; the company’s recurring revenue model has supported this resilience. Recent news highlights include Zacks labeling CRM as a trending stock amid heightened investor attention, a partnership with Visa’s Cash App Racing Bulls to deploy Agentforce 360 in Formula 1, and a Guggenheim upgrade to Buy, all of which signal renewed confidence in the firm’s cloud transformation and AI expansion; these developments may influence subscription growth and margin discipline ahead of the next earnings release. Investors should watch for guidance on subscription revenue, AI‑related top‑line contributions, and margin trends in the upcoming quarter, as well as any updates on the Fin acquisition integration and the performance of the Formula 1 partnership, to assess whether the company’s growth narrative continues to hold.

EPS

EstBeatMiss
$2.35$2.78$3.21$3.65$4.08Q4'24Q1'25Q2'25Q3'25Q1'27Q4'26
QtrEstActual+/−
Q4'26$3.12 - -
Q1'27$3.25$3.88+19.4%
Q3'25$2.86$3.25+13.6%
Q2'25$2.78$2.91+4.7%
Q1'25$2.55$2.58+1.3%
Q4'24$2.61$2.78+6.4%

Revenue

EstBeatMiss
$9.6B$10.1B$10.5B$10.9B$11.4BQ4'24Q1'25Q2'25Q3'25Q1'27Q4'26
QtrEstActual+/−
Q4'26$11.1B - -
Q1'27$11.2B$11.1B-0.3%
Q3'25 - $10.3B -
Q2'25 - $10.2B -
Q1'25 - $9.8B -
Q4'24 - $10.0B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

CRM Stock Snapshot

CRM is currently trading at $163.11, giving Salesforce, Inc. a market cap of 135.90B and a P/E ratio of 16.9. Today's range spans $162.20–$166.30, with shares opening at $165.60 and moving down $0.22 (0.1%) from the prior close. DailyIQ's technical score sits at 50/100 (HOLD) with a news sentiment reading of 55/100.

Over the past year CRM has traded between $146.32 and $275.56 - the current price is +11.5% off the 52-week low and -40.8% from the high. 58 analysts cover the stock with a Buy consensus and a mean 12-month target of $245.60 (range $160.00–$475.00), implying upside of +50.6%.

Systematic models flag CRM as a hold in the current environment - large-cap, Technology, 135.90B market cap, 50/100 (HOLD), sentiment neutral at 55/100. Price: $163.11 (near 52-week lows). The current P/E ratio stands at 16.9. Quant strategies at this size tier typically shift allocation toward higher-momentum names during neutral phases, but maintain a base position given the structural liquidity that prevents disorderly exits. Annual range: $146.32–$275.56.

The 52-week range of $146.32–$275.56 for CRM provides the structural reference that options traders, systematic funds, and discretionary managers all anchor to — and at $163.11 (near 52-week lows), the stock sits in a zone where the next 5–10% move will likely define which crowd was right. A HOLD signal at 50/100 and neutral news backdrop (55/100) don't break the tie yet, but they narrow the probability distribution toward the upside.