CRM Stock: A Cash Gusher At A Marked-Down Price
Salesforce (CRM) stock is trading around $171 per share, offering a 9.9% free cash flow yield versus the S&P 500 median of 4.1%, despite a 33% decline over the past twelve months. The company generated $42.83 billion in revenue over the last twelve months, up 11% year-over-year, with a 22% operating margin. Management highlights strong AI adoption, processing 28.6 trillion tokens (up 152% quarter-over-quarter) and achieving over $1 billion in annual recurring revenue from its Agentforce products. However, the market remains skeptical due to lagging overall bookings trends and softness in Tableau and Commerce Cloud products. The key catalyst is management's promise to drive organic revenue re-acceleration in the second half of FY27. The article presents the stock as a potential opportunity for investors seeking cash-rich businesses at a discount, while acknowledging the risk that AI momentum may not be sufficient to reignite core growth.
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