Salesforce is facing challenges with its stock down 16.7% year-to-date and currently trading about 25% below its peak of $369. The company is expected to report $9.15 billion in revenue, a 10% increase YoY, along with non-GAAP EPS of $2.38. Focus is on the durability of subscription revenue, AI monetization from platforms like Agentforce and Data Cloud, which are generating $900 million in ARR. Analysts are closely watching for free cash flow sustainability and ongoing market demand, with a high stock valuation potential if executed well.
Salesforce’s stock remains 25% below its 52-week high, although Data Cloud and AI Annual Recurring Revenue have surged 120% YoY to $900 million.
Despite being down 16.7% year-to-date, Salesforce's upcoming earnings report is anticipated to show revenues of $9.15 billion, driven by strong subscription metrics.
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