- Salesforce Stock Galls despite the great victory over the modified EPS.
- Q4 revenue, Wall Street, misses consensus by $ 42 million.
- Fores agent has registered 3000 total paid customer since October.
- Financial 2026 directives come with $ 700 million than expectations.
Salesforce (CRM) The stocks fell gently enough on Thursday that if they did not check the main headlines, they may not be aware that they achieved a decent result of the fourth quarter in the market on Wednesday.
Salesforce outperforms the consensus of Wall Street on the consensus of Wall Street on the profits, but he missed the consensus Wall Street consensus on the consensus of the leading customer relationship management programs in the leading customer relationship management program in the United States, Salvisors won easily the consensus of Wall Street on profits, but he missed the consensus of revenues by poetry.
Dow Jones gained 0.8 % at the time of writing this progress 3M (mm) and UNITEDHELHELTH (United Nations) Although Nvda (NVDA) 3 % less after its solid profit.
It is lucky for the market in general since the leading stocks in the current era, NVIDIA, have failed to persuade the market. Merchants have so far ignore US President Donald Trump’s announcement of doubling the customs tariff for China and a 25 % tariff confirmation that enters into Canada and Mexico next Tuesday.
The American Association of Individual Investors said on Tuesday that its latest weekly survey witnessed an increase in the declining regiment from 40.5 % in the previous week to 60.6 %. Detitable investors are those who expect the market be less than six months from now.
Salesforce News News
Salesforce received $ 2.78 of the modified profits per share (EPS), which was 17 cents above the consensus between analysts. Revenue of $ 9.99 billion in $ 42 million was lower than consensus, but it increased by approximately 8 % than the previous year.
Once known for beating profit estimates such as Clockwork, Salesforce missed either profit estimation or sales estimate in three out of four quarters.
The Central Player of the Miss Sales was somewhat lower than identifying the revenue from the new Agentforce AI product, which helps companies to build AI digital customer service agents.
“The agent is still liquefied in the early stages of play, and we believe that the company is taking a wise approach to expand the scope of the agent whose long -term fruits will come with the artificial intelligence revolution now entering the software stage,” wrote Dan Evez of Wedbush Securities:
Including 200 AgentForce Deals announced in the previous profit call, Salsforce is now 3000 paid contract agents on books. There are 2000 other deals signed under the trial, unpaid contracts that can provide more revenue growth at a later time.
Another inflammatory point was sales instructions for the full year. CEO Mark Beniof said that his team expects between 40.5 billion dollars and 40.9 billion dollars in revenue in 2026, which came much less than the consensus of Wall Street worth $ 41.5 billion.
The Bank of America Securities has reduced its target price from $ 440 to $ 400, describing it as the latest Garp shares, which means “growing at a reasonable price”.
Slesforce
With some analysts such as Bank of America Securities, lower its long -term course on the price of the Slesforce arrow, perhaps it seemed to be a suitable time to get the profits out of the table. The survey conducted by the American Association of Individual Investors also shows that the majority of merchants get cold feet.
Part of this is Trump’s shield towards multiple commercial wars and the other climbs with the skill of inflation that can prevent Federal Reserve (Fed) from reducing interest rates this year. Friday, however, it will provide more news on the inflation front with the Personal Consumption Expenditure Report (PCE), and many expect that the news on that front be bad for the worst.
As it happens, the daily chart below shows that CRM stocks already exceed the SMA SMA safety. The 200 -day SMA SMA may be the next comfort station near $ 290.
If the market drop takes, then expect that CRM will be part of a deep sale process that pushes the stocks to the resistance window, which has turned into an interest ranging from $ 225 to $ 242. Otherwise, a break over SMA for 100 days, now near 123.50 dollars, will restore bulls in strength.
CRM daily stock scheme