Salesforce Fair Value Estimate Trimmed to US$248.24 Amid Analyst Divide on AI Growth

Corporate ActionAnalystRegulation
โดย Simply Wall St·Read original
Summary · why it matters

Simply Wall St has trimmed its fair value estimate for Salesforce from US$255.28 to US$248.24, reflecting modest adjustments to revenue growth, net profit margin, future P/E multiple, and discount rate assumptions. The revision comes as analysts remain split on the company's AI prospects, with bullish voices like Guggenheim dismissing extreme AI risk scenarios and Monness Crespi highlighting a compelling valuation reset, while bearish firms such as Phillip Securities and BofA have set price targets as low as US$160, citing slowing growth and uncertain AI monetization. Salesforce recently agreed to acquire AI customer service platform Fin for about US$3.6 billion in cash and reported Q1 FY27 revenue of US$11.13 billion with adjusted EPS of US$3.88, alongside a US$25 billion accelerated share repurchase and a US$5 billion stake in AI startup Anthropic. A data breach at Klue exposed some Salesforce CRM data through stolen OAuth tokens, though Salesforce stated the incident was tied to Klue's connection rather than its core platform.

Impact on stocks 2

Artificial Intelligence▲ · 1 stocks
Salesforce.com Inc
CRM
± MixedCapitalrelevance

Fair value estimate trimmed and analyst divide on AI growth prospects, with mixed price targets and a large buyback.

Financials▲ · 1 stocks

Theme Impact 3

Off-coverage companies 5

KluePrivate▼ Negative
Technologyrelevance

Data breach at Klue exposed Salesforce CRM data through stolen OAuth tokens, indicating a security incident.

AnthropicPrivate± Mixed
relevance

Intercom (Fin)Private± Mixed
relevance

Monness, Crespi, Hardt & Co.Private± Mixed
relevance

Phillip SecuritiesPrivate± Mixed
relevance

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