Salesforce: After Its 20% Post-Q1 Decline Is Not A Bargain (Rating Downgrade)

Summary:

  • Salesforce, Inc.’s expectations for an extended measured buying environment through FY 2025 is increasing investor angst over a potentially structural single-digit growth outlook.
  • While strong Data Cloud uptake rates continue to demonstrate momentum and reinforce Salesforce’s AI strategy, contributions remain insufficient in reversing the near-term pace of deceleration.
  • The results accordingly increase execution risks ahead for Salesforce, with investors now pivoting focus from margin expansion to the underlying business’ ability to preserve a sustained double-digit growth trajectory.

Salesforce New York City

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Salesforce, Inc. (NYSE:CRM) stock has yet to regain its recently lost ground following speculation over the potential Informatica (INFA) acquisition in April, which has since fallen through. The stock’s tepid performance recently is


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