AU · rank #5 · 2026-10-22
CRM
NYSE · $199.52B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.411 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/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 | +18.3% |
| Momentum acceleration 3-month minus 12-month momentum. | +49.08% |
| 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 its installed CRM/workflow base through AI-layered subscriptions, most visibly via Agentforce, which has crossed $1.5 billion ARR and is growing over 240% year-over-year.
Rationale
The analyst_upside strategy is reinforced by 53 covering analysts, 18.3% consensus upside, 9 target raises in 30 days, 80% revision agreement, and a material 60-day EPS revision of $0.50, all pointing to broad, coordinated analyst conviction rather than a thin or idiosyncratic signal.
Material risks
- 1Microsoft, Google, and ServiceNow are building competing agentic AI layers directly into their own enterprise platforms, threatening to commoditize Agentforce before its ARR growth converts into durable subscription acceleration across the broader CRM base.
- 2The rapid acquisition program (Fin at $3.6B, Listen Labs, Loops) alongside ~$39.3B noncurrent debt creates capital-allocation and integration execution risk that could disappoint the EPS trajectory underpinning analyst target raises if synergies lag.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.