Salesforce stock gains analyst support as AI strategy and long-term targets impress
Published on 09/17/2026 at 14:01 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Salesforce, Inc. stock (ISIN US79466L3024) is back in the spotlight after Dreamforce 2026, with analysts reiterating Buy ratings and lifting price targets as of September 17, 2026 while the company outlined an ambitious artificial intelligence strategy and long-term revenue goal of USD 63 billion for fiscal 2030, above the USD 61.4 billion average analyst estimate.
Dreamforce 2026 underpins long-term revenue ambitions
At Dreamforce 2026, Salesforce presented investors with a long-term outlook that targets USD 63 billion in revenue for the fiscal year ending January 2030, compared with an average analyst forecast of USD 61.4 billion based on Bloomberg data, implying an upside of about 2.6 percent versus consensus expectations.Yahoo Finance reported on September 17, 2026 that this guidance was presented by Salesforce's chief operating and financial officer during the investor session at the event.
According to Moneycontrol on September 17, 2026, Salesforce framed the USD 63 billion fiscal 2030 target as an answer to investor questions about how its artificial intelligence solutions will translate into sustained top-line growth, with the figure coming in above the USD 61.4 billion revenue level analysts had anticipated.
AIforce and platform innovation drive analyst enthusiasm
Beyond the higher long-term revenue ambition, Salesforce used Dreamforce 2026 to highlight new AI capabilities including the AIforce platform and expanding Agentforce, which are intended to deepen integration of generative AI into the CRM stack and workflows.Yahoo Finance noted on September 17, 2026 that these launches are central to the company’s pitch that AI can enhance data utilization and customer engagement rather than simply adding a new user interface layer.
The AI push has translated quickly into analyst commentary. According to Investing.com on September 16, 2026, Truist Securities reiterated a Buy rating and a USD 300 price target on Salesforce shares following Dreamforce, citing positive views on the company’s AI innovation and platform enhancements.
In the same analyst round-up, Investing.com reported that Stifel reiterated its Buy rating with a USD 275 price target, Evercore ISI maintained an Outperform rating with a USD 290 target, Mizuho raised its price target to USD 280, UBS kept a Neutral stance with a USD 240 target, and Needham reiterated a Buy rating with a notably higher USD 400 price target, all referencing Salesforce’s AI roadmap and data-centric strategy.
TD Cowen and other houses flag valuation and growth mix
On September 17, 2026, Investing.com reported that TD Cowen reiterated a Buy rating on Salesforce and maintained a USD 300 price target, describing the shares as undervalued relative to growth prospects and pointing to a price-earnings ratio of 23.24 and a low PEG ratio of 0.38 as of the latest data.
In the same coverage, Investing.com noted that Canaccord raised its price target on Salesforce to USD 300 from USD 270, indicating confidence in improved bookings and potential for sustained revenue growth, while JPMorgan reiterated an Overweight rating with a USD 265 price target, emphasizing innovation and monetization drivers presented during the Dreamforce investor day.
Additional commentary from TheFly via Stocktwits on September 16, 2026 highlighted that Mizuho raised its Salesforce price target to USD 280 from USD 265 while keeping an Outperform rating, arguing that the company’s setup for 2026 looks much better than 2025 in light of the updated product roadmap and AI features.
Valuation views underscore upside and risks
While analysts broadly highlight upside potential, valuation-focused research offers a complementary perspective. According to GuruFocus on September 16, 2026, Salesforce shares recently traded at USD 252.47 versus an intrinsic GF Value estimate of USD 343.08, implying that the stock was approximately 26.4 percent undervalued under that model.
The same GuruFocus analysis assigned Salesforce a GF Score of 91 out of 100, noting especially strong sub-scores in growth and profitability metrics, with earnings expansion of 57.7 percent year over year and operating margins of 21.52 percent in the latest reported period, even as financial strength and momentum scored more moderately.
Investors should also weigh risk markers such as insider activity and rating dispersion. GuruFocus pointed out net insider selling over the past 12 months, with USD 52.6 million of shares sold versus USD 26.5 million bought, while TD Cowen and UBS differ on how much premium is justified, with UBS retaining a Neutral stance at a USD 240 target compared with multiple Buy ratings above USD 275.Investing.com
Stock trades near recent levels after post-event reaction
Per the latest NYSE data cited by Yahoo Finance, Salesforce stock closed at USD 250.54 on September 16, 2026 on the New York Stock Exchange, down 2.0 percent for that session, after which it showed a modest further move in after-hours trading around USD 249.20.
Salesforce stock - key data
- Company: Salesforce, Inc.
- ISIN: US79466L3024
- Ticker: CRM
- Trading venue: NYSE
- Price (as of September 16, 2026, 16:00): 250.54 USD
- Market capitalization: 243,000,000,000 USD (as of September 16, 2026)
- Sector / Industry: Information Technology / Application Software
- Index membership: S&P 500
