선택적 제품 분석
허용하는 경우 개인정보 보호를 고려한 제한적 분석을 사용해 어떤 리서치 여정이 효과적인지 파악합니다. 광고 추적기나 세션 녹화는 사용하지 않습니다. 환경설정에서 이 선택을 변경할 수 있습니다. 자세한 내용은 개인정보 처리방침.
Salesforce, Inc.'s published Hold conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $195.8B |
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| Revenue (ttm) | 43.9B |
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| Net income (ttm) | 9.7B |
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| EPS (ttm) | $10.8 |
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| Shares out | 823M |
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| P/E (trailing) | 22.5x |
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| P/E (forward) | 14.3x |
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| Dividend | $1.76 (0.73%) |
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| Volume | 4,336,417 |
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| Beta | 1.26 |
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Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2022-01-31 | 2023-01-31 | 2024-01-31 | 2025-01-31 | 2026-01-31 | Trend |
| Revenue | $26.49B | $31.35B | $34.86B | $37.90B | $41.53B | +11.9% |
| Gross profit | $19.47B | $22.99B | $26.32B | $29.25B | $32.26B | +13.5% |
| Operating income | $548.0M | $1.03B | $5.01B | $7.21B | $8.33B | +97.5% |
| Net income | $1.44B | $208.0M | $4.14B | $6.20B | $7.46B | +50.7% |
| EPS (diluted) | $1.48 | $0.21 | $4.20 | $6.36 | $7.80 | +51.5% |
| EBITDA | $2.64B | $6.71B | $9.22B | $11.14B | $13.15B | +49.5% |
| R&D | $4.47B | $5.06B | $4.91B | $5.49B | $5.99B | +7.6% |
| SG&A | $2.60B | $2.55B | $2.53B | $2.84B | $3.00B | +3.7% |
Recent company headlines from major financial publishers.
The modal path assumes Salesforce compounds subscription revenue at a steady pace while expanding operating margins toward long-term targets. This requires stable multi-cloud renewals, disciplined overhead management, and sustained low customer attrition across Sales and Service clouds. The path is confirmed by ongoing contract length stability, while deceleration in constant-currency subscription expansion would disconfirm the thesis by the end of the fiscal year.
The optimistic outcome requires rapid customer adoption of autonomous agents, driving consumption credit refills on top of the established seat base. Operating margins surpass guided levels as new account executives achieve rapid quota productivity without proportionate cost inflation. The catalyst is validated if second-half bookings sustain triple-digit expansion, whereas a stagnation in usage credit consumption would disconfirm the acceleration by the upcoming annual report.
| Ke ↓ / g → | 2.0% | 2.5% | 3.0% | 3.5% | 4.0% |
|---|---|---|---|---|---|
| 8.0% | $256 | $266 | $278 | $292 | $310 |
| 9.0% | $231 | $237 | $245 | $254 | $266 |
| 10.0% | $210 | $215 | $221 | $227 | $235 |
| 11.0% | $194 | $198 | $202 | $206 | $212 |
| 12.0% | $180 | $183 | $186 | $190 | $194 |
Upcoming earnings date and setup when available.
매월 발행된 리서치 판이 부여한 등급입니다. 등급은 분석 시점의 가격을 공정 가치와 비교한 것이며, 판단이 맞았는지에 대한 기록이 아닙니다.
| 연도 | 1월 | 2월 | 3월 | 4월 | 5월 | 6월 | 7월 | 8월 | 9월 | 10월 | 11월 | 12월 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
