Goldman Sachs analyst Kash Rangan reiterated a Buy rating on Salesforce Inc (NYSE:CRM) with a price target of $400.
After Salesforce's TrailblazerDX conference, Rangan came away incrementally positive on the company's execution of its generative artificial intelligence product roadmap with the release of Agentforce 2dx, marking a leap forward from reactive to proactive agentic capabilities.
The analyst highlighted that these enhancements, empowered by Salesforce's unique static and dynamic data within Data Cloud and Zero Copy architecture, can accelerate customer time-to-value and expand the breadth of use cases beyond traditional Salesforce.
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Similarly, the introduction of new developer-centric low-code and pro-code tools underlines the vertical expansion of the broader agent development lifecycle across the tech stack, which can mitigate bottlenecks, accelerate production, and compound adoption.
While Rangan noted that it might take time for Agentforce to ramp, he said a tangible path for compounding proliferation as customers increasingly gain familiarity with these tools could yield greater utilization and upside to consumption revenue on a base of ~$36 billion.
Therefore, he noted that there can be a pull forward in tangible AI monetization versus the company's expected timeline of calendar 2026 and discal 2027, supported by data cloud and AI reaching $900 million in scale, growing 120%, 3,000 paying Agentforce deals in fourth-quarter of 2025, and top ten deal wins.
Rangan projected fiscal 2026 revenue of $41.45 billion and EPS of $11.46.
Salesforce Stock Prediction For 2025
Equity research analysts on and off Wall Street typically use earnings growth and fundamental research as a form of valuation and forecasting. But many in trading turn to technical analysis as a way to form predictive models for share price trajectory.
Some investors look to trends to help forecast where they believe a stock could trade at a certain point in the future. Looking at Salesforce, an investor could make an assessment about a stock's long term prospects using a moving average and trend line. If they believe a stock will remain above the moving average, which many believe is a bullish signal, they can extrapolate that trend into the future using a trend line. For Salesforce, the 200-day moving average sits at $289.88, according to Benzinga Pro, which is above the current price of $279.84. For more on charts and trend lines, see a description here.
Traders believe that when a stock is above its moving average, it is a generally bullish signal, and when it crosses below, it is a more negative signal. Investors could use trend lines to make an educated guess about where a stock could trade at a later date if conditions remain stable.
Price Action: CRM stock is down 2.23% at $279.70 at the last check on Friday.
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