AU · rank #9 · 2026-09-10
CRM
NYSE · $200.94B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.553 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.50 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 22 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.172 |
| Analyst upside Consensus target $273.37 | +12.0% |
| Momentum acceleration 3-month minus 12-month momentum. | +46.87% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.22 |
| Gross margin TTM | +77.3% |
| 52w high | $268.27 |
| Market cap (USD) | $200.94B |
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-enhanced CRM platform generating $41.5B in annual recurring subscription revenue across Sales, Service, Marketing, and Data Cloud with Agentforce as its emerging AI-agent growth engine.
Rationale
With 27 analyst target raises in 30 days, 80% revision agreement, an 80% Q2 FY27 EPS beat, and Agentforce ARR growing 200%+ YoY, the analyst upside signal is grounded in genuine fundamental re-rating momentum rather than sentiment drift.
Material risks
- 1Hyperscalers (Microsoft Dynamics/Copilot, Oracle, SAP) are embedding AI-native CRM and workflow automation directly into platforms enterprises already own, threatening commoditization of Salesforce's core modules and compressing the addressable upside analysts are pricing in.
- 2Large enterprise customers accelerating in-house AI and data unification builds (the exact bottleneck Agentforce claims to solve) represent a structural displacement risk to the thesis, not merely a competitive pricing headwind.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.