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Salesforce Stock Won't Rebound Anytime Soon, Analyst Says — Market Talk

Provided by Dow Jones Feb 25, 2026, 11:48:00 PM

Salesforce's earnings beat wasn't enough to excite investors, says Rebecca Wettemann, CEO of the analyst firm Valoir. Against a backdrop of AI supplanting software, Salesforce needs to show it can continually translate early AI traction into broader adoption and growth, Wettemann says. "Just beating expectations doesn't move the needle like it used to," Wettemann says. "Investors are demanding more certainty around medium-term acceleration." Wettemann thinks Salesforce's $50 billion stock buyback also shows that the company expects mixed investor reactions will continue to impact the stock's value for quarters to come. Shares fall 5% after hours. (katherine.hamilton@wsj.com)

(END) Dow Jones Newswires

February 25, 2026 18:48 ET (23:48 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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