AU · rank #5 · 2026-10-19
CRM
NYSE · $192.52B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.286 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) $999,451 across 1 unique buyers. | 3.000 |
| Analyst upside Consensus target $285.68 | +18.7% |
| Momentum acceleration 3-month minus 12-month momentum. | +41.68% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.25 |
| Gross margin TTM | +77.3% |
| 52w high | $267.80 |
| Market cap (USD) | $192.52B |
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 a large-cap enterprise software platform monetizing AI through Agentforce, Data 360, and a growing acquisition program layered onto its installed CRM/service base.
Rationale
With 53 analysts covering CRM, 9 target raises in 30 days, 80% revision agreement, a 18.7% consensus upside, and a material 80-bps EPS beat last quarter, the analyst_upside signal reflects genuine fundamental re-rating momentum tied to Agentforce ARR acceleration rather than pure sentiment drift.
Material risks
- 1Microsoft, Google, and ServiceNow are building competing agentic layers directly into their own enterprise platforms, threatening to commoditize Agentforce before its $1.5B ARR translates into durable subscription pricing power across the broader installed base.
- 2The Fin, Listen Labs, and Loops acquisition spree adds integration and capital-allocation execution risk on top of $39.3B in noncurrent debt, while the September global outage during Dreamforce directly undermines the enterprise-reliability narrative Agentforce depends on.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.