
Salesforce (CRM) Stock Forecast & Price Target
Salesforce (CRM) Analyst Ratings
Bulls say
Salesforce's adjusted New Annual Contract Value (ACV) exhibited a robust 36% year-over-year growth, a significant recovery from the previous quarter's estimated decline. Additionally, the company's current remaining performance obligations (cRPO) rose 11% year-over-year in constant currency, largely fueled by strong performances in Data Cloud, AI, and Slack, alongside early renewals that exceeded expectations. Furthermore, Salesforce projected a non-GAAP operating margin expansion of 100 basis points to 34%, supported by strategic operational efficiencies such as resource reallocation and a modest growth in the sales organization, which collectively contribute to a positive long-term growth trajectory.
Bears say
Salesforce's revenue growth outlook weakened due to several factors, including leadership transitions and lower early adoption rates of their Agentforce platform, contributing to guidance that fell short of market expectations for first quarter and full fiscal year 2026 revenues. The fiscal first quarter guidance projected revenue between $9.71 billion and $9.76 billion, which is 6-7% year-over-year growth and below the consensus estimate of $9.90 billion (+8.4% y/y), highlighting a concerning trend in revenue performance. Additionally, potential downside risks such as increasing competition from industry peers and disappointing results from certain product segments raise further concerns about Salesforce's ability to sustain growth momentum in the face of market challenges.
This aggregate rating is based on analysts' research of Salesforce and is not a guaranteed prediction by Public.com or investment advice.
Salesforce (CRM) Analyst Forecast & Price Prediction
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