Salesforce Stock Discussion

Silverbat : AI driven markets could bring tripple revenues in 2025-2026.

Unger OP : If that’s your reasoning then every AI stock is eligible to take market share from CRM?

10baggerbamm : this is way too late to respond I get quite a bit of responses and it's difficult for me to follow up with everyone but you can see the stocks rallying their guidance is excellent I hope you didn't short it I hope you didn't buy puts I apologize for not getting back to you earlier. it's really next to impossible to take a guess at earnings you can look at prior earnings and see guidance and if they have a string of several quarters where they have beat the street then you stack the odds in your favor you have companies like snowflake for example that missed three quarters in a row and all of a sudden they pull a rabbit out of their ass and the stock spikes in reverses so I don't have a crystal ball I hope you made money and whatever your decision was

Nick44444444 : Copy verbatim?

大牛逼 Nick44444444 : I copied the emoji from you

71079603 : Thought it was the alter ego of Mr. Beautiful Investment.

104712493 : Salesforce's positive earnings prospects are driven by several key factors:
Strong Demand for Cloud Solutions: Salesforce continues to benefit from the growing demand for cloud-based customer relationship management (CRM) solutions. As businesses increasingly shift to digital operations, Salesforce's diverse product suite positions it well to capture market share.
Expanding AI Integration: The company has been integrating artificial intelligence (AI) into its platforms, particularly with its "Einstein" AI tools, which enhances its CRM solutions with automation, analytics, and predictive capabilities. This positions Salesforce as a leader in innovation.
Strategic Acquisitions: Salesforce’s acquisitions, such as Tableau and Slack, are boosting its product offerings and customer base, expanding its reach in areas like data analytics, collaboration, and workflow automation.
Strong Customer Retention: The company boasts a high rate of customer retention, driven by the scalability and flexibility of its platform. This contributes to recurring revenue, which is a key factor in Salesforce's financial stability.
Revenue Growth: Salesforce continues to report strong revenue growth, with cloud-based subscriptions and services remaining its largest and fastest-growing segment. Its diversification across industries further supports this positive outlook.

musang queen :

redevilgiggs :

Lucas Cheah : $Salesforce (CRM.US)$ - Earnings Prospects Analysis
1. Core CRM Business Strength
Salesforce maintains a dominant position in the CRM market, holding approximately 23% of the global market. Its comprehensive suite of CRM tools supports businesses in sales, service, marketing, and commerce. Salesforce’s Sales Cloud and Service Cloud are widely used by enterprises to manage customer relationships and automate workflows, ensuring steady demand.
2. Expansion into Artificial Intelligence (AI)
Salesforce has integrated AI into its platforms, such as Einstein AI, which offers predictive analytics and automated insights to help businesses improve decision-making and efficiency. Einstein AI provides features like lead scoring, sentiment analysis, and forecasting, making Salesforce’s CRM tools more valuable for businesses leveraging AI.
3. Diversification Through New Segments
Salesforce’s acquisition of Slack in 2021 has positioned it as a significant player in the collaboration and productivity tools space. Slack’s adoption among enterprise clients adds a high-margin revenue stream, complementing Salesforce’s core CRM offerings.
In addition, Salesforce’s Tableau and MuleSoft solutions enable advanced data visualization and seamless integration across enterprise applications. These products diversify Salesforce’s portfolio, tapping into the growing data analytics and integration markets.
4. Growth in Subscription-Based Revenue
Salesforce’s subscription-based revenue model, accounting for over 90% of its revenue, ensures consistent cash flow and long-term customer relationships. The company’s large enterprise clients, including Coca-Cola and Toyota, rely on multi-year contracts for Salesforce’s platforms, driving stable recurring revenue.
In summary, Salesforce is poised for sustained growth, driven by AI integration, product diversification, and a robust subscription model.

CNNT : CRM is financially solid with strong cash flow, margins and  a healthy debt to asset ratio.
However, the cup and handle pattern on its trendline broke down instead of up. EMA also showing a downward trend.
So my estimate is it will go below 158.