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0.000753428097845224 0.000694158420814767 0.00155708473554675 0.00313928374102165 0.000878999447486119 0.00190868451454114 0.00190868451454114 0.00190868451454114
Stock impact report

Salesforce faces near-term growth slowdown as AI inflection builds, Jefferies says [Yahoo! Finance]

Salesforce.com Inc (CRM) 
Last salesforce.com inc earnings: 2/25 04:06 pm Check Earnings Report
Company Research Source: Yahoo! Finance
Salesforce Inc (NYSE:CRM, XETRA:FOO) is facing a near-term growth slowdown even as early indicators of AI adoption begin to emerge, according to analysts at Jefferies. Remarking on Salesforce's fourth quarter earnings report released on Wednesday, the analysts highlighted that current remaining performance obligations (cRPO) growth of 13% in constant currency came in only in line with company guidance and below the typical upside investors have seen in recent quarters. They also noted that most cloud segments also decelerated sequentially. For fiscal 2027, Salesforce guided to organic revenue growth of 7% to 8% in constant currency, which the analysts view as slower than fiscal 2026's roughly 8% pace and still within single digits. They added that fiscal 2027 “will also be an investment year,” with operating margin guidance of 34.3% implying only about 20 basis points of expansion. Despite the moderation, Jefferies highlighted areas of momentum tied to the company's Agentforce Show less Read more
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