NYSE:CRM
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Nervous markets await NvidiaThis summary was created by AI, based on 24 opinions in the last 12 months.
Salesforce.com Inc. (CRM) has garnered mixed reviews from experts regarding its future, particularly in the realm of AI innovations, such as its new AgentForce tool. While many analysts see strong potential, with price targets ranging from $365 to $400 and expectations of significant earnings growth, concerns linger regarding recent revenue declines and missed guidance. The company is viewed as well-managed, albeit facing tough competition in the software market and pressure from the rising adoption of in-house AI solutions. Investors express optimism about CRM's transition to shareholder-friendly practices, like buybacks and dividends, but the recent stock declines indicate some caution. Overall, opinions vary, but a broader expectation for recovery exists, particularly as AI adoption expands within their service offerings.
The collection of data is becoming more important especially for corporations. It does well in software that collects consumer info and consolidates it, and is a global leader in this field. It is becoming an operating system for the modern enterprise and is delivering recurring revenue from AI and the data cloud. Trades at a good valuation of 22 times earnings and has expanding margins. She sees 40% upside and gives it an 8 out of 10 fundamentally.
(Analysts’ price target is $346.43)CRM is like Uber in the $60s. Their last earnings were great. The CEO will focus on free cash flow and margins and growth. The market is completely missing this, expecting some sort of AI to take over what CRM is doing. Absurd. CRM is already using AI. Is unloved, caught in the hedgefund shorts. This can easily rally 20% after earnings.
A leader in software it is also a pioneer in staff models. It is evolving into an operating system for more modern enterprises and AI. It has a good valuation at 22 X earnings and she sees 36% upside. Through its share buybacks and dividends it is providing good shareholder returns. Although it is down 23% year-to-date she gives it a 9 out of 10. Buy 51 Hold 10 Sell 2
(Analysts’ price target is $353.69)Beat, raised, doing a (really accretive) acquisition at a reasonable multiple. Earnings were flat YOY, but revenues were up 7.6%. Reducing headcount by 10%. Guiding to 8-9% revenue growth.
Dominant player. A stock you have to own, but has to be at the right price. (He's cheap, he wants to get it at a better price ;) Trades at 20x PE for 2027, with 13%. Better places to put capital to work. Try for 5-10% lower.
On the fence on this name. Back in the day it was a high-growth software company, but now lower growth (which happens as you get bigger). Recent deal is fine. But activists had identified ways to eke out more profit, company said no more M&A, and now it's back to M&A.
Also, he's waiting for more durability in the software AI story, which is slowly coming together. Wait and see, better ideas elsewhere right now.
SalesForce.com Inc. is a American stock, trading under the symbol CRM-N on the New York Stock Exchange (CRM). It is usually referred to as NYSE:CRM or CRM-N
In the last year, 23 stock analysts published opinions about CRM-N. 17 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for SalesForce.com Inc..
SalesForce.com Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for SalesForce.com Inc..
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
23 stock analysts on Stockchase covered SalesForce.com Inc. In the last year. It is a trending stock that is worth watching.
On 2025-09-05, SalesForce.com Inc. (CRM-N) stock closed at a price of $250.76.
Ranks CRM, Adobe and likewise the net losers in AI. CRM's growth has slowed in recent years. Is interesting long term, but if it falls further he will reconsider it.