On Wednesday, Sales power(Nyse: CRM) He turned to solid results for his fiscal 2025 fourth quarter and issued conservative guidelines as he looks toward the agentic Artificial intelligence (AI) be his next great growth driver. With agent AI, software bots (“agents”) can autonomously go out and complete the tasks on your behalf with little human intervention. This development technology is considered to be the next major evolutionary phase of the AI revolution.
However, the Salesforce shares have embarked on the difficult start to the year. It reduced about 10% in 2025 from this writing, and almost flat in the last 12 months.
Salesforce is moving forward with the agent AI through his offer of the agent, which he introduced in October. The AI agent’s solution was recorded by quickly entry of customers, and the company said it had closed 5,000 agency contracts, including 3,000 paid contracts, at the end of the fiscal quarter 31 January. This was on the rise of 1,000 contracts that the company boasted in updating update.
Through agentforce, Salesforce provides its customers with various AI agents that can withstand certain tasks in areas such as users, human resources and technical support. Customers can also use low code tools and no code within a platform to create and adapt their own AI agents. The company said that if you can describe the task, the agentforce can build an agent to bear it.
Salesforce has created agentforce to help increase human labor and increase the productivity and efficiency of workers. It is a consumption -based product that costs $ 2 per interaction.
The company also leans into its partner network. The administration says that half of its sale of the agent and 70% of agentforce activation came from his partnership. He noted that he had 127,000 employees integrated in the system trained for an agent and more than 1,000 technological partners who build and sell agents. Noted that customers can now use an agent agentforce AlphabetGemini, and his multimodal models and be arranged on Google Cloud. It also noticed Amazon He helped him close a number of large offers.
Picture source: Getty Images.
As for the fiscal quarter itself, Salesforce’s revenue increased by 8% compared to $ 10 billion, which was exactly in the middle of its range of guidelines of $ 9.9 billion to $ 10.1 billion. Subscribe and support revenues also increased by 8% to $ 9.45 billion.
Mulesoft revenues jumped 7%, while weakness revenues increased by 11%. It was the acceleration of growth for both of them compared to the fiscal Q3. Meanwhile, the revenue from the carpenter increased by 3%.
Adapted earnings per share (EPS) climbed to $ 21% to $ 2.78. The company also generated $ 3.8 billion in free cash flow during the quarter.
Salesforce’s remaining obligations (CRPO) have increased by 10% compared to the year to $ 30.2 billion. This is a common metric that Saas companies use to describe its revenues.
Salesforce predicts that in a fiscal 2026, his revenue will increase by 7% to 8%, range from $ 40.5 billion to $ 40.9 billion, with a custom EPS from $ 11.09 to $ 11.17. The administration also expects that subscription and support revenue will grow by about 8.5%. For the fiscal first quarter, he predicted that his revenue would grow between 6% and 7% compared to the year.
Metric
Fiscal guidance 2026. Q1
Fiscal guidance 2026.
Income
9.71 billion up to $ 9.76 billion
40.5 billion up to $ 40.9 billion
Revenue growth
6% to 7%
7% to 8%
Custom EPS
2.53 to $ 2,55
11.09 to $ 11.17
Data source: Salesforce.
Salesforce trades forward and sells multiple times below 7 based on an assessment of analysts for his fiscal 2026, while his ratio is price and earnings (P/e) under 27 years of age, and the price/earning ratio of growth (PEG) is 0.5. The positive ratio of PEG below 1 is usually considered to reflect underrated stock.
This is an attractive assessment if the agentforce platform can help accelerate the growth of the company’s revenue. As a consumption platform intended for saving costs and improving productivity for its users, the opportunity for the product is huge. Meanwhile, Salesforce guidelines look conservative; The company has a good chance of winning it and picking it throughout the year. This sets stocks for the rest of the year.
I would jump on this leading name AI Saas, given his assessment and the opportunity he has in front of him.
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