Salesforce Borrowed $25 Billion to Buy Its Own Stock and Cut Its Cash Flow Growth Guidance in Half

Impact · against what's priced in

Salesforce has structurally improved EPS through a massive 10% reduction in share count, but this was achieved by sacrificing cash flow growth. The trade-off results in a net negative impact as the company halves its fiscal 2027 cash flow guidance to account for the interest on $25 billion in new debt.

CRM−0.20

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