Thread regarding California layoffs

Cuts?

Salesforce’s stock is in a tricky spot in 2025. It trades at $242.76 after falling 3.2 percent in the past week. The stock is up 2.4 percent for the month, but still down 26.6 percent this year and 4.1 percent over the last year. Looking longer term, it has gained 61.6 percent in three years, though only 0.9 percent in five. This mixed record shows both hope and worry as the company bets big on AI and new revenue deals.

The company cut nearly half its support staff as AI takes over, saving costs but adding risk. At the same time, it is chasing new government contracts and may invest $750 million in Genesys. Analysts say these moves could reshape growth, but also bring unceratinty.

Valuation checks suggest the stock might be cheap. A cash flow model puts fair value at $282.87, about 14 percent above today’s price. Its price-to-earnings ratio also points to undervaluation. Still, outlooks differ. Bulls see AI and cloud strenght pushing the stock toward $334. Bears warn growth may slow, leaving fair value closer to $223.

In the end, Salesforce faces both promise and risk. Whether it is a bargin or a trap depends on how investors see its future.

Taken from:

  • Can Salesforce AI Layoffs and New Contracts Signal a Turning Point for the Stock in 2025?

    https://simplywall.st/stocks/us/software/nyse-crm/salesforce/news/can-salesforce-ai-layoffs-and-new-contracts-signal-a-turning/amp

Wondering what to make of Salesforce these days? You are not alone. With the stock closing recently at $242.76, it is natural to feel caught between tales...
Company: Salesforce
Number of People Laid Off: Unknown
Locations: Multiple
Published At: 09/13/2025 & 07:46 pm UTC
Industry: Software


by
| 91 views | | no replies yet | Reply
Post ID: @OP+1k53ggyjq

There are no replies in this thread yet. Be the first to post a reply below:

Post a reply

: