Salesforce stock gains on earnings, Snowflake stock plunges

Yahoo Finance Video and Brian Sozzi

December 5, 2025

In this video:

•                                       StockStory Top Pick 
  

  SNOW

  -0.58%

 CRM  

 +1.90%  

Salesforce (CRM) stock is rising after the company lifted its sales outlook and reported agentic artificial intelligence (AI) adoption growth. Meanwhile, Snowflake (SNOW) stock is tumbling after the company’s weak outlook overshadowed its earnings beat.

Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma dive deeper into Salesforce’s and Snowflake’s post-earnings stock moves with Opening Bid host Brian Sozzi.

To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Video Transcript

00:00 Brian

And as I joked at the top of the show that uh Mark Benioff over at Salesforce may still be hyping up uh Agent Force on the earnings call. Of course, that call’s not going on anymore. Uh he was that excited about it, but let’s not keep in let’s keep in mind here, uh ahead of this report, Salesforce shares were trading at a record low valuation. I mean, I I can’t I get why the stock is up right now, but still, it’s the same company it was two days ago.

00:20 Speaker B

Yeah, I mean, but they they’ve bet everything on Agent Force and if you take a look at their numbers with Agent Force, I mean, it is impressive that they have now 9,500 paid uh deals. that’s an increase of 6,000 from the prior quarter. Wall Street is talking now about the momentum in Agent Force. This is their AI tool. This is the bet on this AI tool. These are uh customer service bots, but as you mentioned, I mean, the stock year to date is down 27%. It’s it is seeing a little bit of a bump uh because of this, but uh certainly this is the agent force is where they have where they have bet everything in these these AI agents. And mind you, also, this year, uh Salesforce had cut 4,000 of its workers. I mean, if you talk about the impact of AI on the workforce, this was an example of being able to cut 4,000 customer service jobs because of AI.

01:07 Brian

Brooke, real quick, last word to you. Snowflake shares getting dinged, real reminder to folks uh in this AI trade, these companies have to show accelerating growth rates quarter over quarter. Snowflake didn’t do that and its stock’s getting hit.

01:26 Brooke

Brian, absolutely. And also something that investors are really focusing in when it comes on these AI companies is the forecast that they’re putting out. And that’s partially why we’re seeing Snowflake getting hit today. They’ve forecasted a slower product revenue growth for the fourth quarter. That was uh partly hit by discounts offered on large long-term deals. But keep in mind, even though the stock is taking a hit today, we did see 13 brokerage, 13 firms raise their price target on the stock. And so while it’s moving lower today, the street is still largely optimistic about the outlook for this company.

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