To The Moon

Earnings Calendar (01Dec25)

I am monitoring the coming earnings from Asana, Salesforce, Kroger and CrowdStrike.

Salesforce: Performance and Outlook

Stock Performance and Analyst Sentiment

Salesforce has experienced a notable decline in its stock price, falling 29.7% compared to a year ago. Technical analysis currently recommends a “strong sell”, while analyst sentiment remains positive with a “buy” recommendation.

The analysts’ price target is set at $328.37, suggesting a potential upside of 42.43%.

Revenue and Profit Growth

The company’s revenue has grown substantially, starting at $6.6 billion in 2016 and reaching $37.8 billion in 2025. Over the past decade, Salesforce has maintained a robust median gross profit margin of 74.2% and a free cash flow (FCF) margin of 21%. Operating profit increased from $115 million in 2016 to $7.6 billion in 2025.

Earnings and Dividends

Earnings per share (EPS) improved from -$0.07 in 2016 to a record high of $6.36 in 2025. The company has started issuing dividends, with a dividend per share of $1.60 for 2025.

Valuation and Growth Metrics

Salesforce’s price-to-earnings (PE) ratio stands at 33.1, supported by a 10-year compound annual growth rate (CAGR) of 21.6% for revenue and 28.8% for free cash flow. These figures indicate strong growth and healthy cash flow generation.

Salesforce’s main competitors in CRM and enterprise software include Microsoft (Dynamics 365), Oracle (CX), ServiceNow, Workday, and Adobe (Experience Cloud). As of November 2025, the software sector’s average P/E ratio is ~25. Competitor P/E ratios are: Microsoft (35), Oracle (46.74), ServiceNow (98), Workday (76), and Adobe (19.95). Most competitors trade above the sector average, reflecting high growth expectations, except Adobe, which is below average.

The software application sector (often classified under Information Technology > Software) has an average trailing P/E ratio of approximately 25 as of November 2025, based on industry medians for software firms. The broader S&P 500 Information Technology sector average is higher at around 38, reflecting growth expectations in tech. - from LLM Grok, Google Finance

Summary of recent news using WarrenAI in Investing.

Salesforce (CRM) just closed its $8.3 billion Informatica acquisition, but shares are down a jaw-dropping -29.7% over the past year—hitting a 52-week low of $221.96. Analysts still see a potential 31.2% fair value upside, but recent volatility and mixed sentiment are keeping traders on edge.

Upcoming Earnings Forecast

For the upcoming earnings report, Salesforce forecasts an EPS of $2.86 and revenue of $10.27 billion.

Given the above data, Salesforce can be a good shortlist for our portfolio. I prefer to monitor for now. Personally, I wonder how AI will affect these enterprise businesses.

@TigerStars

$Salesforce.com(CRM)$

$CrowdStrike Holdings, Inc.(CRWD)$

$Kroger(KR)$