Analysts 75% Buy PT $255-261; RBC AI/margins, BTIG $255, Wedbush $425, Northland $229 cut
Key Questions
What is the consensus analyst rating and price target for Salesforce?
Moderate Buy consensus with 75% Buy ratings, average PT $273-280, specifically $255-261 highlighted. Optimism aligns on software catalysts.
Which analysts recently raised or maintained Buy ratings on CRM?
RBC cites faster growth, AI revenue, expanding margins; BTIG $255 on Slackbot; Stifel $250 on Agentforce; JMP $315; Wedbush $425; BMO $375; Truist $280.
What led to Northland's price target cut on Salesforce?
Northland cut to $229 due to concerns over organic cRPO growth, despite FY27 +10-11% guidance.
How does RBC view Salesforce's future growth?
RBC expects Salesforce returning to faster growth, building AI revenue, and expanding margins over time.
What is BTIG's rationale for reiterating Buy on CRM?
BTIG maintains Buy at $255, highlighting Slackbot's role in AI consumption within CRM.
What other notable analyst views on Salesforce?
Barron's $261; Citi $200; MS $287; BNP $230; Eric Jackson notes 'AI Paradox'; Seeking Alpha upgrades to Buy on Agentic AI and Rule of 44 outperformance.
Are there positive mentions of Salesforce AI initiatives by analysts?
Yes, Stifel reiterates Buy post-executive meetings; TD Cowen sees Slackbot accelerating AI consumption; JMP on AI growth; Jim Cramer discusses CRM & AI.
What factors could drive software stocks like CRM higher?
Analysts point to three factors: software catalysts aligning, AI optimism, and recovery from brutal stretch, with Zacks highlighting CRM alongside peers.
Mod Buy $273-280/75% Buy $255-261/Barron's $261/RBC growth/AI/margins/Stifel $250 Agentforce/BTIG $255 Slackbot/JMP $315/Wedbush $425/BNP $230/ BMO $375/Truist $280/Northland $229 cut organic cRPO/FY27 +10-11%/Citi $200/MS $287/Eric Jackson 'AI Paradox'/Simply $223.99/41investments value buy/PT $280 moderate buy; software catalysts align optimism.