Quick Read – CRM has cratered 34% YTD despite five straight EPS beats, with Dan Ives’ $475 price target implying 173% upside on Agentforce’s 205% ARR growth. – ServiceNow and Oracle have each dropped over 30% YTD as enterprises reportedly shift software budgets toward AI…
frastructure, dragging down the entire sector. – At 13x forward earnings with 77% gross margins and double-digit revenue growth, CRM trades at an unusually cheap valuation even before Agentforce gains traction. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Salesforce didn’t make the cut. Grab the names FREE today
Salesforce (NYSE:CRM) currently trades at $173.79, while the average Wall Street price target sits at $245.16. That is roughly a 41% implied upside gap. Salesforce is the world’s largest customer relationship management software provider, repositioning itself around Agentforce, its platform for deploying autonomous AI agents inside enterprise sales, service, and marketing workflows.
The AI monetization thesis is either real or it is not, and the 2026 selloff has forced the question. Analysts have not backed off. Wedbush’s Dan Ives carries a $475 price target that implies roughly 173% upside from here.