Salesforce (NYSE:CRM) slipped slightly on Thursday after reporting its Q4 FY25 results, but analysts say the company's AI strategy is on track and revenue growth could surprise to the upside in the coming year.
CEO Marc Benioff is feeling confident about Salesforce's AI-driven future, calling Data Cloud and Agentforce a multibillion-dollar opportunity. While the company's $40.7B revenue forecast for FY26 came in below Wall Street's $41.5B estimate, analysts still see plenty of upside.
Wedbush's Daniel Ives, who kept his $425 price target, said Agentforce monetization is still in its early days but should pay off as AI adoption in enterprise software ramps up.
Morgan Stanley, which has a $405 price target, pointed out that Salesforce signed over 5,000 Agentforce deals since October, including 3,000 paying customers. Plus, the company's AI and Data Cloud business hit $900M in annual revenue, up 120% year-over-year.
BofA Securities trimmed its price target from $440 to $400 but still sees Salesforce as a quality growth stock with the potential to push revenue growth to 12-13% if macro conditions improve.
Bottom line? Salesforce's AI push is still in its early stages, and while the company is keeping guidance conservative, analysts believe the upside potential is real.
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