← Analyst Upside
AU · rank #7 · 2026-10-20
CRM
NYSE · $192.52B (USD)
SignalStrong Buy4.2strength 4.2 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.423 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/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 | +17.8% |
| Momentum acceleration 3-month minus 12-month momentum. | +49.81% |
| 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 global enterprise software provider offering CRM, service, marketing, data, and AI workflow capabilities through its subscription platform.
Rationale
Nine analyst target raises in 30 days and raised FY27 revenue and EPS guidance validate the quant signal, underpinned by Agentforce ARR surpassing $1.5 billion and $33.5 billion in cRPO.
Material risks
- 1Enterprise customers building custom AI workflows internally or rival foundation models commoditizing agentic capabilities could weaken Agentforce's long-term pricing power.
- 2Integration challenges from recent M&A (Fin, Listen Labs, Loops) and platform stability issues after the September outage could hamper operational execution.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.
OpenAI
Proceed
Claude
Caution
Gemini
Proceed