Salesforce is on track for a robust rebound as its growth and valuation set it up for a triple digit gain, and then another triple digit gain over time.
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The S&P 500 Index ($SPX ) (SPY ) today is up +0.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.25%. June E-mini S&P futures (ESM26 ) are up +0.20%, and June E-mini Nasdaq futures...
While Salesforce has lagged behind its industry peers over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.41%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.43%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.66%. June E-mini S&P futures (ESM26 ) are up +0.37%, and June E-mini Nasdaq futures...

Dell Technologies (DELL) stock is on the move in Friday's pre-market trading as its share price soars by as much as nearly 40% — bringing the share price into the $400 range — after reporting a booming $60 billion in AI server sales for the company's first quarter. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland dive into Dell's earnings results and how its AI demand-driven growth compares to that seen in the software sector.
Salesforce Exec John Zissimos joins Kristen Scholer on NYSE Floor Talk
The contest for AI supremacy is shifting away from foundation models and toward the data infrastructure sitting beneath them, with enterprises that have spent decades accumulating proprietary data now positioned to extract the greatest value from the technology, according to Wedbush...
CVS Health (NYSE:CVS) has launched Aetna Mental Health On Demand to widen access to virtual behavioral health services. The company is expanding its pharmacy benefits with updated GLP-1 formulary options for weight loss medications. CVS Health has broadened its AI-focused collaboration with Salesforce to support members and providers through more tailored digital tools. For investors watching NYSE:CVS, these moves sit at the intersection of managed care, retail pharmacy, and digital health...
Salesforce has spent much of the past year trying to convince investors that the next version of enterprise software will be built around AI agents. A new bearish note says that story still has a harder test in front of it. Salesforce (CRM) reported a record fiscal first quarter, giving bulls ...
Artificial intelligence agents are no longer a pilot project for Salesforce, but a key driver for the software behemoth. That was the core message Salesforce (CRM) Chair and CEO Marc Benioff delivered during the company's fiscal first-quarter 2027 earnings call on May 27. The numbers he ...
Salesforce guided second-quarter revenue below expectations as investors weighed AI disruption concerns and Agentforce growth.

<body><p>STORY: "The winners will be software companies that integrate AI into their offerings," said Kampitsis, who sees undervalued opportunities in the space.</p><p>He pointed to cybersecurity names including CrowdStrike and Palo Alto Networks as companies that are integrating AI into their offerings, saying they "represent an opportunity."</p><p>Kampitsis said another "opportunity with upside" was Salesforce, which he called an artificial intelligence company of its own.</p><p>"We think there's a lot of potential upside there for an investor looking to take a chance on a real opportunity," he said.</p><p>Salesforce forecast second-quarter revenue below Wall Street estimates on Wednesday despite a stronger-than-expected first quarter.</p></body>
Dan Shipper, founder of the AI-forward media and software company Every, is pushing back on the conventional Wall Street narrative that companies can simply replace headcount with AI to raise margins. Dan explained why he doubled his headcount in the past year on a recent episode of Lenny’s Podcast. The Headcount Paradox Shipper described a ... ‘Automation Is a Lie,’ Says AI Founder Whose Company Doubled Headcount Despite Heavy AI Use
Salesforce's recent quarterly results beat expectations, but the stock hasn't gotten a boost just yet.
Asana will incorporate Stack AI into its growing suite of AI workflow tools.
Who said momentum finally stalled? The Nasdaq was rallying 0.9% shortly after 2 p.m. ET while the S&P 500 was up 0.6%. The Dow was down 13 points, or pretty much flat. All three marked closing highs on Wednesday, but the S&P and Nasdaq were weighed down by a bit of a momentum reversal, where Wall Street sold recent winners and bought laggards.
Salesforce tops Q1 estimates as revenues rise 13% and Agentforce ARR clears $1B; outlook is raised, and a $25B accelerated buyback kicks off.
Salesforce has tightened up its hiring practices.

Snowflake (SNOW) stock is skyrocketing after the company reported quarterly earnings that beat analysts' estimates. Salesforce's (CRM) earnings also beat Wall Street's estimates, though its second quarter revenue outlook fell short. Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, joins Yahoo Finance to explain why Snowflake is surging and why Salesforce is falling flat.

Snowflake (SNOW) stock is skyrocketing after the company reported quarterly earnings that beat analysts' estimates. Salesforce's (CRM) earnings also beat Wall Street's estimates, though its second quarter revenue outlook fell short. Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, joins Yahoo Finance to explain why Snowflake is surging and why Salesforce is falling flat.
Salesforce CEO Marc Benioff revealed that the $145 billion firm is keeping its engineering team slim thanks to AI—but has good news for sales workers.
Salesforce posted 13% revenue growth and lifted its FY27 outlook after reporting $1.2 billion in Agentforce ARR, up 205% year over year, offering one of the clearest public readouts yet…
Salesforce stock holds $177.51 after Q1 beat as $25 billion in new debt cuts cash flow growth and Barclays trims target to $236.

Cybersecurity stocks like CrowdStrike (CRWD), Palo Alto Networks (PANW), and SailPoint (SAIL) are in focus as Wall Street leans more bullish into the AI trade, especially around cybersecurity applications. Does the software sector still have some fight in it as these 3 stocks have seen big gains over the last month and in 2026? Yahoo Finance Executive Editor Brian Sozzi welcomes a panel consisting of Senior Reporters Brooke DiPalma and Ines Ferré and PNC Asset Management Group CIO Amanda Agati to discuss investor sentiment surrounding the software trade.
MSFT's M365 Commercial cloud jumps 19% as Copilot tops 20M seats, but shifting bookings and product growth signal a more measured outlook ahead.
DA Davidson lowered the company’s price target to $175 from $200 and kept a ‘Neutral’ rating on the stock, according to TheFly.