AU · rank #4 · 2026-10-21
CRM
NYSE · $199.52B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.444 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/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 $286.14 | +18.0% |
| Momentum acceleration 3-month minus 12-month momentum. | +56.39% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.30 |
| Gross margin TTM | +77.3% |
| 52w high | $267.80 |
| Market cap (USD) | $199.52B |
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, an 18% consensus upside, and a massive Q2 earnings beat of 80%, the analyst_upside signal reflects genuine fundamental re-rating momentum tied to Agentforce ARR surpassing $1.5B and raised FY2027 guidance, not mere sentiment drift.
Material risks
- 1Microsoft, Google, ServiceNow, and customers' own AI teams are building competing agentic and workflow-automation layers directly, threatening Agentforce's pricing power before its ARR growth converts into durable subscription acceleration across the broader installed base.
- 2The rapid Fin/Listen Labs/Loops acquisition cadence introduces integration and capital-allocation execution risk on top of ~$39.3B noncurrent debt, while the September global outage during Dreamforce exposed reliability risk for a platform being repositioned as enterprise-critical AI infrastructure.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.