CRM's Q3 performance is anticipated to reflect the benefits of the increasing adoption of generative AI-enabled solutions and continued digital transformation.
Salesforce.com (CRM) concluded the recent trading session at $228.15, signifying a -2.55% move from its prior day's close.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
ORCL's surging cloud and AI momentum, backed by major contracts and bold growth targets, positions the stock ahead of CRM.
Salesforce presents an attractive AI-driven investment opportunity, but current valuation is somewhat high, and caution is warranted ahead of Q3 2026 earnings. CRM's recent acquisition of Informatica and pending acquisition of Spindle AI position it well for practical agentic AI solutions, leveraging strong data integration capabilities. Valuation remains elevated, with solid fundamentals and a comparatively low PS ratio, but slower revenue growth and market turbulence suggest moderation in position sizing.
Salesforce told customers Friday (Nov. 21) that it detected unusual activity involving applications published by Gainsight and installed and managed directly by customers. “Our investigation indicates this activity may have enabled unauthorized access to certain customers' Salesforce data through the app's connection,” the company said in a help article published Friday.
As Salesforce (CRM) leans into AI-powered products and tighter operational discipline, investors are taking a fresh look at its long-term trajectory. The key question now is whether the company's renewed momentum is sustainable—or if its recent strength may prove difficult to maintain.
Salesforce is poised for a turnaround, driven by its new AI-powered Agentforce platform and ambitious FY30 targets. Agentforce is rapidly gaining traction, fueling new customer growth and positioning CRM for double-digit revenue CAGR through 2030. Margin expansion, aided by AI-driven efficiencies and pricing power, is expected to accelerate EPS growth and support shareholder returns.
Salesforce said Thursday it is investigating “unusual activity” involving Gainsight-published applications that may have exposed customer data.
CRM leans on its surging Data Cloud platform as slowing revenue growth pushes the company to seek fresh momentum in AI-driven tools.
Salesforce is rated a Strong Buy with a $292 price target, reflecting a 20% upside and compelling long-term value. CRM delivered double-digit revenue and EPS growth in FQ2 2026, with robust performance across diversified business segments and strong AI-driven momentum. Despite recent stock declines and AI-related concerns, CRM's AI integration, high margins, and shareholder-friendly capital allocation strengthen its investment case.
Salesforce's stock performance has detached from the broader equity market and for a good reason. In spite of certain short-term headwinds, CRM's management remains in a good position to deliver GAAP profitability improvements. The stock is priced on the assumption that margins will remain flat and this could act as major catalyst once the Informatica deal is done.