
Salesforce (CRM) Stock Forecast & Price Target
Salesforce (CRM) Analyst Ratings
Bulls say
Salesforce demonstrates a robust financial outlook, highlighted by a remarkable 36% year-over-year growth in adjusted New ACV, a significant rebound from an estimated decline of 5% in the previous quarter. The company's current RPO (cRPO) also reflects strength, with an 11% year-over-year increase in constant currency, largely driven by performance in the Data Cloud, AI, and Slack, along with strong early renewals. Furthermore, guidance for a 100 basis points expansion in non-GAAP operating margin to 34% and anticipated growth in the sales organization underscores Salesforce's commitment to operational efficiency and future revenue generation.
Bears say
Salesforce's recent financial report indicated a concerning outlook, with first-quarter fiscal year 2026 revenue guidance of $9.71B-$9.76B falling short of the consensus estimate of $9.90B, which reflects a deceleration in growth expectations. The company's full fiscal year 2026 revenue guidance was also disappointing, projected at $40.5B-$40.9B, below the consensus forecast of $41.3B, illustrating challenges in meeting market expectations amidst increased competition and leadership transitions. Additionally, risks such as potential declines in premium EV/revenue multiples, subscription revenue deceleration, and lagging performance in key product areas like Tableau and Mulesoft further contribute to a negative sentiment surrounding Salesforce's growth trajectory.
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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