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Salesforce stock undervalued? Raymond James points to ramping margins

EditorEmilio Ghigini
Published 12/04/2024, 07:00 PM
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On Wednesday, Salesforce.com, Inc. (NYSE:CRM) saw its price target increased by an analyst at Raymond (NS:RYMD) James from $350.00 to $425.00, while the Strong Buy stock rating was reaffirmed.

The analyst highlighted Salesforce's recent financial performance, noting a significant "beat and raise" quarter. This refers to the company's results surpassing expectations and its future earnings projections being increased.

The company's strong performance is reflected in its impressive 76.35% gross profit margins and 10.26% year-over-year revenue growth. InvestingPro analysis reveals that Salesforce maintains a perfect Piotroski Score of 9, indicating exceptional financial strength.

Salesforce's performance was marked by growth in both calculated Remaining Performance Obligations (cRPO) and revenue, both exceeding consensus estimates. The third fiscal quarter provided key insights into the company's Agentforce initiatives. The analyst expressed satisfaction with the early engagement of new logos, despite these being available for only one week of the third fiscal quarter.

With a market capitalization of $316.85 billion and trading near its 52-week high, Salesforce continues to demonstrate strong market momentum. For deeper insights into Salesforce's growth metrics and 14 additional ProTips, consider accessing the comprehensive Pro Research Report available on InvestingPro.

The company's effective handling of multi-cloud deals was also praised. The analyst anticipates that Salesforce's continued investments in application integration and data integrity will create additional positive momentum for the company. These efforts are expected to support and enhance the company's existing multi-cloud deal strategies.

The analyst's optimism is further bolstered by Salesforce's valuation, which, after hours, was trading at approximately 26 times the firm's updated fiscal year 2026 Free Cash Flow (FCF) estimate. The analyst found it challenging to identify another company that offers a compelling artificial intelligence (AI) narrative, product leadership, and increasing profit margins, all while being valued at an average multiple within its group. This combination of factors contributes to the analyst's strong endorsement of Salesforce's stock.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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