Feb 16, 2026

According to a report from Yahoo Finance, the stock of Salesforce has experienced a significant decline over a recent six-month period, dropping 22.3% to a price of $189.65 per share. This performance has unsettled shareholders, leading to questions about the investment merits of the company.

Concerns Over Annual Recurring Revenue Growth

The analysis points to the company’s annual recurring revenue, a key metric for software-as-a-service businesses, which was reported as $38.9 billion for the third quarter. The year-on-year growth for this metric averaged 9.1% over the last four quarters, a figure characterized as underwhelming. This performance is interpreted as a sign that increased…