← Analyst Upside
AU · rank #5 · 2026-10-23
CRM
NYSE · $199.52B (USD)
SignalStrong Buy5.1strength 5.1 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.227 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/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 | +14.3% |
| Momentum acceleration 3-month minus 12-month momentum. | +53.30% |
| 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.com Inc is a global enterprise software provider delivering cloud-based CRM, customer data platforms, and AI-driven workflow automation across Sales, Service, and Marketing.
Rationale
High analyst upside and positive revisions are backed by raised FY27 revenue guidance to $46.1–$46.4B, 14% YoY cRPO growth to $33.5B, and expanding Agentforce adoption.
Material risks
- 1Rapid commoditization of AI agent tooling and enterprise customers building custom capabilities in-house pose a threat to Agentforce pricing power and expansion.
- 2Non-operating gains on strategic investments accounted for $2.53 of the Q2 EPS beat, while the planned $5.66B cash acquisition of Braze introduces integration and capital deployment risks.
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