Salesforce First-Quarter Sales, Profit Rise Amid Agentforce Efforts - WSJ
Earnings
Salesforce beat Q1 earnings expectations but issued a Q2 revenue outlook that marginally missed consensus, sparking an after-hours selloff despite Agentforce momentum. The lukewarm guide reignites disruption fears and creates a tension between a strong buy-heavy analyst consensus and a stock that keeps failing to follow through.
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↓ SHORT-5% target+3% stop1-2 weeks, tactical
Fade the analyst consensus on CRM short-term — sell/short into the guidance-miss overhang with a target toward $168, as the stock's pattern of beating then disappointing on outlook keeps capping any durable rally.