Overview
- TD Cowen reiterated a Buy rating with a $335 target, citing the integration of Customer 360 with AI-driven Agentforce and noting shares trade near roughly 15x 2026 EV-to-free cash flow.
- RBC kept a Sector Perform rating with a $250 target, warning the shift into automation pits Salesforce more directly against ServiceNow and supports a fair-value view around a mid-teens FCF multiple.
- Aureus Asset Management’s Karen Firestone said she is selling the stock, pointing to slower-than-expected revenue impact from AI efforts and recent softer growth guidance.
- Forbes highlighted that Salesforce shares are sitting in a historically watched support band between $243.82 and $269.48, where prior rebounds have followed.
- Management’s FY2030 outlook was outlined at Dreamforce and explicitly excludes the pending Informatica acquisition, which is expected to close in early FY2027.