Overview
- TD Cowen reiterated a Buy rating with a $335 price target on October 17, highlighting strong enterprise positioning and benefits from AI integration.
- Salesforce set an FY2030 revenue goal above $60 billion with an organic growth rate of over 10%, excluding the Informatica deal slated to close in early FY2027.
- RBC kept a Sector Perform rating with a $250 target, applying a 15x CY2026 free cash flow multiple and calling the shares fairly valued.
- The company is shifting from Customer 360 to the AI‑centric Agentforce 360 platform to expand automation and workflow orchestration.
- The stock is trading near a support range of about $244 to $269 after underperforming this year due to slower-than-expected revenue growth.