Wall Street Just Panic-Dumped an Unstoppable $72 Billion Software Empire: Here Is the 1 AI-Driven Bargain I Am Loading Up On Quick Read – CRM fell 42% year-to-date while posting its strongest quarter ever, beating EPS consensus by $0.75 for the fifth consecutive time. – QQQ…
opped just 3% after Salesforce’s May earnings while CRM cratered 14%, creating a valuation gap at a forward P/E of 17. – Agentforce ARR surged 205% to $1.2 billion, anchored by $72 billion in contractually obligated future revenue and a $50 billion buyback authorization. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Salesforce didn’t make the cut. Grab the names FREE today
I keep hitting the buy button on Salesforce (NYSE:CRM), and I am not sorry about it. The stock sits at $152.76, down 42.03% year to date and 43.18% over the past year, while the company itself just delivered the strongest quarter in its history. That is the gap I am buying.
Wall Street panic-dumped a business that grew Q1 FY27 revenue 13.27% YoY to $11.13 billion and posted EPS of $3.88 against a $3.13 consensus, the fifth consecutive beat. Meanwhile the Invesco QQQ Trust (NASDAQ:QQQ) is only down 2.58% since the May 27 earnings release while CRM dropped 13.72% over the same window. The discount is the story.