Salesforce Posts Q1 Beat As AI Crosses $1B, But How Concerned Should Investors Be About Margins?
1. Salesforce shares fell 5.85% despite strong first-quarter results. 2. Analysts maintain Buy ratings, raising price targets significantly. 3. Margins are a concern due to pressure from macro conditions. 4. AI-driven revenue growth exceeded expectations, reaching $1 billion. 5. Management expects 9% growth in subscription revenue for fiscal 2026.