AU · rank #5 · 2026-09-09
CRM
NYSE · $212.42B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.814 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.50 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 22 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.153 |
| Analyst upside Consensus target $266.48 | +7.0% |
| Momentum acceleration 3-month minus 12-month momentum. | +49.81% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.22 |
| Gross margin TTM | +77.3% |
| 52w high | $267.75 |
| Market cap (USD) | $212.42B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Salesforce is the dominant AI-native CRM platform generating $41.5B in annual recurring subscription revenue, now pivoting its growth narrative around Agentforce and Data Cloud as an integrated agentic enterprise stack.
Rationale
With 27 analyst target raises in 30 days, 80% revision agreement, an 80% Q2 FY27 EPS beat, and Agentforce ARR surging 200%+ YoY, the analyst upside signal reflects genuine fundamental re-rating momentum rather than sentiment drift.
Material risks
- 1Hyperscalers (Microsoft Copilot, Salesforce's own ecosystem partners) and large enterprise customers building in-house AI workflow and data unification layers directly threaten the Agentforce/Data Cloud differentiation that underpins the current analyst upgrade cycle.
- 2Analyst target dispersion of 115.75% signals wide disagreement on terminal value, meaning any deceleration in Agentforce ARR growth or margin expansion could trigger sharp consensus resets despite the current bullish skew.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.