The creator expresses pessimism about Intuit (INTU), suggesting it is a stock they are less optimistic about compared to Salesforce.
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Salesforce Earnings: The Market Is Wrong About This Stock (CRM Stock Analysis)
smartCompass Value InvestingMay 27, 2026
The creator analyzes Salesforce's (CRM) recent earnings report, highlighting a beat on EPS and revenue despite a flat stock reaction due to negative market sentiment towards software stocks. The analysis covers accelerating revenue growth, improved EPS guidance, strong free cash flow, and management's positive commentary on record deals and AI opportunities, suggesting a bullish outlook for the company.
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Despite a flat stock reaction to earnings, Salesforce (CRM) shows strong fundamentals with accelerating revenue growth, raised full-year guidance, and positive management commentary on deals and AI, indicating a bullish outlook.
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buy opened May 27, 2026
+13.14%