PREVIEW: Salesforce rises ahead of qtrly results

ReutersSep 3, 2025 5:35 PM

Salesforce CRM.N shares climbing ~1% on Wed ahead of qtrly results after the bell, as investors watch for signs of cloud and AI monetization progress
Analysts expect Q2 rev up almost 9% y/y to $10.135 bln, adj EPS seen at $2.78 vs $2.56 yr-ago, per LSEG
CRM in May raised fiscal 2026 revenue and profit outlook, but organic growth concerns linger after $8 bln Informatica acquisition

"We believe Salesforce is well positioned to participate in the gen AI trend with a strong cloud portfolio and new innovations; however, growth is uninspiring, competition dynamic, software is under pressure, and the macro is treacherous," Monness Crespi Hardt analyst Brian White wrote in a client note last week.
Stock recently at 21x expected earnings, well below 5-yr avg forward PE of 38, according to LSEG data
CRM shares down about 24% YTD, lagging S&P 500 .SPX, up ~9%

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