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Posted by
Two Blokes Jun 22 -
Filed in
Stock
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5 views
CRM's stock has lost upside momentum, with revenue growth slowing and margins contracting in 1Q, weighing on earnings and FCF generation. 2Q FY2026 guidance points to a potential growth rebound, helped by a favorable currency tailwind and a stable margin outlook. Soft RPO guidance and slowing bookings raise concerns about demand outlook and challenge CRM's agentic AI strategy.
