Salesforce Stock Won't Rebound Anytime Soon, Analyst Says -- Market Talk

Dow Jones

02/26

Salesforce's earnings beat wasn't enough to excite investors, says Rebecca Wettemann, CEO of the analyst firm Valoir. Against a backdrop of AI supplanting software, Salesforce needs to show it can continually translate early AI traction into broader adoption and growth, Wettemann says. "Just beating expectations doesn't move the needle like it used to," Wettemann says. "Investors are demanding more certainty around medium-term acceleration." Wettemann thinks Salesforce's $50 billion stock buyback also shows that the company expects mixed investor reactions will continue to impact the stock's value for quarters to come. Shares fall 5% after hours. (katherine.hamilton@wsj.com)

(END) Dow Jones Newswires

February 25, 2026 18:33 ET (23:33 GMT)

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Against a backdrop of AI supplanting software, Salesforce needs to show it can continually translate early AI traction into broader adoption and growth, Wettemann says. \"Just beating expectations doesn't move the needle like it used to,\" Wettemann says. \"Investors are demanding more certainty around medium-term acceleration.\" Wettemann thinks Salesforce's $50 billion stock buyback also shows that the company expects mixed investor reactions will continue to impact the stock's value for quarters to come. Shares fall 5% after hours. (katherine.hamilton@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 25, 2026 18:33 ET (23:33 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Salesforce Stock Won't Rebound Anytime Soon, Analyst Says -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSalesforce Stock Won't Rebound Anytime Soon, Analyst Says -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2026-02-26 07:33</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>'s earnings beat wasn't enough to excite investors, says Rebecca Wettemann, CEO of the analyst firm Valoir. Against a backdrop of AI supplanting software, Salesforce needs to show it can continually translate early AI traction into broader adoption and growth, Wettemann says. \"Just beating expectations doesn't move the needle like it used to,\" Wettemann says. \"Investors are demanding more certainty around medium-term acceleration.\" Wettemann thinks Salesforce's $50 billion stock buyback also shows that the company expects mixed investor reactions will continue to impact the stock's value for quarters to come. Shares fall 5% after hours. (katherine.hamilton@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 25, 2026 18:33 ET (23:33 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0980610538.SGD","symbol_name":"Natixis Harris Associates US Equity RA SGD-H","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2614068571","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2614068571","pubTimestamp":1772062380,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Salesforce's earnings beat wasn't enough to excite investors, says Rebecca Wettemann, CEO of the analyst firm Valoir. Against a backdrop of AI supplanting software, Salesforce needs to show it can continually translate early AI traction into broader adoption and growth, Wettemann says. \"Just beating expectations doesn't move the needle like it used to,\" Wettemann says. \"Investors are demanding more certainty around medium-term acceleration.\" Wettemann thinks Salesforce's $50 billion stock buyback also shows that the company expects mixed investor reactions will continue to impact the stock's value for quarters to come. Shares fall 5% after hours. 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Against a backdrop of AI supplanting software, Salesforce needs to show it can continually translate early AI traction into broader adoption and growth, Wettemann says. \"Just beating expectations doesn't move the needle like it used to,\" Wettemann says. \"Investors are demanding more certainty around medium-term acceleration.\" Wettemann thinks Salesforce's $50 billion stock buyback also shows that the company expects mixed investor reactions will continue to impact the stock's value for quarters to come. Shares fall 5% after hours. (katherine.hamilton@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 25, 2026 18:33 ET (23:33 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}