🔴 CRM is trading 4.04% down today as conservative guidance and analyst downgrades offset Q4 earnings beat

CRM is trading at $191.41, down 4.04% in pre-market action as conservative fiscal 2027 guidance and a Macquarie downgrade overshadowed a strong Q4 earnings beat.

• Despite a 25% EPS beat ($3.81 vs. $3.04 expected) and $11.2B in revenue, the stock reversed course after fiscal 2027 revenue guidance of $45.8–$46.2B failed to provide an upside surprise.
• Macquarie downgraded the stock to Neutral with a $200 target, while JP Morgan and TD Cowen lowered price targets citing concerns over the company's long-term outlook.
• Investor sentiment was further dampened by weakness in marketing and commerce segments, which offset growth momentum in the Agentforce AI platform.