Added to YB: 2025-12-08
Pitch date: 2025-12-04
CRM [bullish]
Salesforce, Inc.
-26.11%
current return
Author Info
No bio for this author
Company Info
Salesforce, Inc. provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific.
Market Cap
$172.8B
Pitch Price
$250.43
Price Target
421.00 (+128%)
Dividend
0.94%
EV/EBITDA
13.75
P/E
24.00
EV/Sales
4.36
Sector
Software
Category
growth
Salesforce 3QFY26 Earnings: The Capacity Discrepancy
CRM (earnings): Largest sales hiring surge in 5 years (23% capacity increase) amid 9% revenue guide suggests mgmt sees FY27 acceleration market hasn't priced. Informatica acquisition fixes Agentforce semantic bottleneck, transforming unit economics from 25% to 60-70% margins. 50%+ refill rate proves production validation. Trading 19x forward earnings, bear case priced in with 50-70% upside if capacity converts.
Read full article (9 min)