Street View: Salesforce AI bets set to pay off as Agentforce momentum builds
Cloud software provider Salesforce CRM.N raised its fiscal 2026 revenue and adjusted profit estimates on Wednesday, citing robust enterprise demand for its artificial intelligence agent platform
Shares rise 2.2% to $243.9 premarket
AGENTS IN PLAY
Barclays ("overweight," PT: $330) sees a turning point ahead, driven by growing momentum in Agentforce and Data Cloud AI expected to boost bookings and flow through to key growth metrics and subscription revenue over time
Raymond James ("strong buy," PT: $375) says strong momentum in Agentforce and improving demand tone combined with disciplined execution reinforce confidence in growth acceleration ahead
J.P. Morgan ("overweight," PT: $365) says CRM remains in a transition phase with internal improvements that may not immediately reflect in headline metrics but expects clearer progress in H2 of next fiscal year
Jefferies ("buy", PT: $375) says Agentforce is gaining momentum while core Sales and Service remain steady and MuleSoft and Tableau (key CRM products) could recover in FY27 with product updates and synergies from Informatica
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