İsteğe bağlı ürün analizi
İzninizle, hangi araştırma yolculuklarının işe yaradığını anlamak için gizliliği gözeten sınırlı analizler kullanırız. Reklam izleyicileri veya oturum kaydı kullanmayız. Bu seçimi Tercihler bölümünden değiştirebilirsiniz. Okuyun Gizlilik Politikası.
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 | |
|---|---|---|
| P/E (forward) | 14.3x |
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.
Her ay yayımlanan araştırma sürümünün taşıdığı derecelendirme. Bir derecelendirme, analiz tarihindeki fiyatı gerçeğe uygun değerle karşılaştırır; tahminin doğru çıkıp çıkmadığının kaydı değildir.
| Yıl | Oca | Şub | Mar | Nis | May | Haz | Tem | Ağu | Eyl | Eki | Kas | Ara |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
