Mar. 26 at 8:46 AM
$CRM First revenue miss since 2006. That's 18 years of perfection broken. Closed at
$183.02, down ~6% overnight. But here's what the headlines aren't telling you.
The miss is historic, no doubt. Revenue guidance for FY2027 came in at just 10–11%, with organic growth dipping into high single digits when you strip out the Informatica acquisition . That's a psychological floor that growth investors hate to see.
But let's talk valuation. CRM is currently trading near 10-year lows on P/E (23.15x), P/S (4.16x), and P/B (2.84x) . The market is pricing this like a legacy utility, not a cloud leader. Meanwhile, management just authorized a
$50 billion buyback and increased the dividend . That's a massive vote of confidence.
The compensation freeze for directors? They're reallocating to stock and bonus pools for top performers . Smart capital discipline, not desperation.
Technicals: holding above
$180 support. Next resistance at
$200.
