24/7 Wall Street·19h ago
3 Big Tech Stocks With the Most Upside Right NowWall Street has targets for Google, NVIDIA, and Salesforce, but one analyst thinks those numbers still leave serious money on the table heading into 2027.
Salesforce is demonstrating strong operating leverage, with operating income growing 27.8% year-over-year in Q2 FY2027 on 10.8% revenue growth, driving a significant expansion in operating margin to 20.5%. However, this profitability narrative is increasingly ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to 10.8% in Q2 FY2027 from a high of 13.3% in Q1 FY2027, while operating margin expanded to 20.5% driven by SG&A expenses declining to 40.7% of revenue, indicating strong operational efficiency but a maturing core market.
Salesforce is considered undervalued with significant upside potential, boasting a three-year CAGR in the top 10% of its industry.
Salesforce's AI products like Agentforce and Data Cloud are experiencing explosive growth, expected to drive future revenue reacceleration.
Recent acquisitions such as Slack and Informatica, along with partnerships like Workday, enhance Salesforce's ecosystem and market position.
The enterprise software market, especially in AI, is becoming more competitive, potentially challenging Salesforce's market share.
Concerns exist about sustaining high growth rates, as revenue growth contracted in the past fiscal year according to some analyses.
Salesforce's high costs and complex pricing structure may hinder smaller companies from fully benefiting from its solutions.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 26, 2026 | $5.90+80.4% vs $3.27 | $11.3B+0.1% vs $11.3B |
Q2 2026 May 27, 2026 | $3.88+24.0% vs $3.13 | $11.1B+0.7% vs $11.1B |
Q1 2026 Feb 25, 2026 | $3.81+24.9% vs $3.05 | $11.2B+0.1% vs $11.2B |
Q4 2025 Dec 3, 2025 | $3.25+13.6% vs $2.86 | $10.3B-0.1% vs $10.3B |
Wall Street has targets for Google, NVIDIA, and Salesforce, but one analyst thinks those numbers still leave serious money on the table heading into 2027.
Salesforce's agentic AI business is scaling at a pace that would make most enterprise software companies envious, yet the stock keeps getting priced like a relic from the CRM era.
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Salesforce (CRM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Benchmark CRM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Salesforce, Inc. (CRM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $233.28 | $191.06B | 29.91 | 9.58% | 17.96% | 12.4% | 0.71% | |
| $210.68 | $245.49B | 30.67 | 7.68% | 20.41% | 17.41% | — | |
| $149.12 | $428.88B | 25.58 | 17.35% | 26.36% | 42.1% | — | |
| $498.00 | $3.7T | 27.74 | 17.79% | 40.31% | 33.22% | — | |
| $137.00 | $141.64B | 82.04 | 20.88% | 11.34% | 13.77% | — | |
| $188.23 | $49.31B | 72.96 | 13.1% | 12.32% | 16.78% | — |
Salesforce, Inc. (CRM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Salesforce, Inc. (CRM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 26, 2026·SEC
Aug 5, 2026·SEC
Jun 2, 2026·SEC
Mar 2, 2026·SEC
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Salesforce, Inc. (CRM) stock FAQ — growth, dividends, profitability & financials explained
Salesforce, Inc. (CRM) reported $43.94B in revenue for fiscal year 2026. This represents a 86068% increase from $51.0M in 2003.
Salesforce, Inc. (CRM) grew revenue by 9.6% over the past year. This is steady growth.
Yes, Salesforce, Inc. (CRM) is profitable, generating $9.66B in net income for fiscal year 2026 (18.0% net margin).
Yes, Salesforce, Inc. (CRM) pays a dividend with a yield of 0.71%. This makes it attractive for income-focused investors.
Salesforce, Inc. (CRM) has a return on equity (ROE) of 12.4%. This is reasonable for most industries.
Salesforce, Inc. (CRM) generated $15.15B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
