CRM - Salesforce Q1 2025 Results: Look Beyond The Weak RPO That Drove The Sell-Off

2024-05-30 05:59:30 ET

Summary

• Salesforce stock slumped after its fiscal Q1 results, but the sell-off is unjustified and investors will likely reassess its intrinsic value.
• CRM stock highlighted its use of strategic AI and partnerships with tech giants like Amazon, Google, and Microsoft.
• Despite concerns about slowing growth rates, the Company's financial performance and focus on AI position it well for future growth.

Investment Thesis

Salesforce ( CRM ) saw its stock slump on the back of its fiscal Q1 results .

Meanwhile, I argue that this sell-off is unjustified. Yes, investors didn't take keenly to the fact that Salesforce's growth rates are moderating. But this is old news. Even though, the fact that Salesforce wasn't able to upwards revise its fiscal 2025 revenue growth outlook obviously took investors by surprise ....

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