Wall Street Take a closer look at Sales force After its latest earnings report, which sparked mixed reactions.
The stock is a member of the Dow Jones Industrial Average and one of the newest constituents of the index to pay a dividend, making the analyst’s recent work noteworthy for income investors.
Goldman Sachs Lowered its target price on Salesforce (Customer relationship management) stock to $ 281, down from $ 330, while Maintain a “buy” rating for technology stocksper Pranks.
It’s an important reset but not an invitation to exit, given… Investment bank Still seeing upside from current levels.
Goldman Sachs trims outlook for CRM stocks
Salesforce’s revenue, subscription revenue and profit margins exceeded Wall Street expectations.
For its fiscal fourth quarter ended January 31, the company reported the following, per CNBC.
- Salesforce reported revenue of $11.20 billion versus estimates of $11.18 billion.
- relatively, Adjusted earnings per share were $3.81, above estimates of $3.04.
Customer relationship management expectations FY2027 revenues are at the estimated midpoint of $46 billionindicating annual growth of 10%, which is in line with the consensus.
Related: Salesforce quietly cuts hundreds of AI-related layoffs
However, it is Operating margins are guided around 60 basis points below What analysts expected.
This lost margin, even if modest, alarmed some investors who were hoping for further earnings expansion alongside revenue growth.
The bigger question Goldman pointed out has been looming over Salesforce for months: Can the company turn its AI product, Agentforce, into a lasting growth engine before new competitors fill the gap?
Is Salesforce one of the best dividend stocks to own?
Down 47% from its all-time high, Salesforce stock offers shareholders a Dividend yield 0.9%.
grant Annual payment of $1.76 per shareCRM stock’s annual dividend expense is about $1.65 billion.
Relatively speaking, its Free cash flow is expected To rise from $14.40 billion in fiscal year 2026 to $15.9 billion in 2027 and $21 billion in 2030.
CRM has enough to double its profits and is still reinvesting in growth projects and accretive acquisitions.
CRM Stock: Key Earnings Metrics
- Annual profits: Salesforce set a price of $1.76 per share.
- Dividends fruit: It was about 0.9% based on the recent stock price.
- Payout ratio: Represents about 10.4% of total cash flows.
- Earnings growth: Salesforce begins its dividend in early 2024, marking a new chapter for the stock.
- Share repurchase permission: in 50 billion dollarsIt was one of the largest repos programs in software history.
- Free cash flow: The company generated more than $14 billion Free cash flow In fiscal year 2026, 99% will be returned to shareholders via earnings and repurchases.
The buyback program is arguably the most important capital return story here. A continuous drawdown allows shareholders to “buy the dip” and benefit from increasing dividends over time.
Agentforce’s momentum in Salesforce is real
Here’s what works for Salesforce.
Agentforce, its AI-powered platform for automating customer service and other business functions, has grown from zero to zero. Annual revenue run rate to $800 million in just 15 months.
Close CRM 29000 Agentforce Deals, up 50% QoQ, indicating that this product is gaining tremendous commercial traction.
General Manager of Salesforce Madhav Thatai Share his point of view.
chief executive officer Marc Benioff Ali said Earnings call That Salesforce has MRO processing of 19 trillion Amnesty International Symbols yet.
It also introduced a new scale, Agency work units (AWUs), to better track the actual work that AI agents complete on behalf of customers. In the fourth quarter alone, the platform delivered 771 million AWUs.
On the client side, names like Wyndham Hotels, SharkNinja, and General Motors are already using Agentforce extensively.
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Wyndham reported5,000 Agentforce deployments Across 8,300 hotels, along with a 2% increase in direct bookings linked to AI voice agents.
Combining Agentforce and Data 360 Annual revenue, including Informatica, now Exceeds $2.9 billionan increase of more than 200% year-on-year.
It also boosted the SaaS giant The fiscal 2030 revenue target is $63 billionup from the previous target of more than $60 billion.
What is the target price for CRM stock?
Analysts track Salesforce It expected revenues to increase from $41.53 billion in fiscal year 2026 to $60 billion in fiscal year 2030.
In this period, free cash flow is expected to expand from $14.4 billion to $21 billion.
If CRM stock trades at 15x forward FCF, which is above the current multiple, it could A return of more than 70% over the next three years.
outside 40 analysts cover CRM stock29 of them recommend “strong buy,” 10 recommend “hold,” and one recommends “strong sell.”
the CRM average stock price target It is $275, which is 41% above current levels.
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