Salesforce Shares Poised for Significant Revaluation as AI Monetization Accelerates

Salesforce US79466L3024

A stark divergence has emerged between Salesforce's current market valuation and its future prospects, according to a recent analysis. Market experts at Arete Research argue that the software giant's share price fails to reflect its fundamental value, with a specific technological shift acting as the core catalyst for a potential reappraisal.

The bullish thesis is not based on speculation but on early evidence of successful monetization. Salesforce's strategic pivot towards an "agentic enterprise" model, powered by autonomous AI agents, is already generating substantial revenue. Key performance indicators from the company's third-quarter fiscal 2026 report underscore this momentum:

• The annual recurring revenue (ARR) for its AI-driven products, including Agentforce and Data 360, now stands at approximately $1.4 billion, representing a year-over-year increase of more than 100%.
• Since its launch, over 18,500 deals have been closed for Agentforce, with the number of paid deals growing by 50% quarter-over-quarter.
• Overall corporate health remains robust, with total quarterly revenue advancing 9% to reach $10.3 billion.

This data suggests the company's AI integration is gaining market traction faster than many investors initially anticipated.

Revised Price Target Suggests Substantial Upside

In a significant update on Thursday, analysts at Arete Research reinforced their confidence by raising their price target for Salesforce from $415 to $475 per share. This adjustment implies a potential upside of over 80% from recent trading levels, leading the firm to maintain its "Buy" rating.

This optimistic outlook comes during a period of consolidation for the stock, which has retreated from its previous highs. Currently trading at €224.50, the shares have faced a challenging year-to-date period, declining roughly 30%. The current price sits approximately 35% below its 52-week high of €345.00—a gap that analysts view as a compelling entry point for investors.

Institutional Investors Increase Stakes

The long-term strategic confidence is mirrored in the activity of major financial institutions. Recent disclosures indicate that large asset managers, such as BNP Paribas, have substantially increased their holdings. The bank now possesses a stake valued at more than $42 million, signaling strong institutional belief in the company's direction.

Despite these fundamental strengths, the stock continues to navigate near-term technical headwinds. Analysts, however, perceive the current disconnect between the share price performance and the operational progress in artificial intelligence as exaggerated.

Looking ahead, Salesforce has raised its full-year fiscal 2026 revenue guidance to a range of $41.45 billion to $41.55 billion. The primary focus for the market will now be on execution. The key driver for the stock's future trajectory will be the company's ability to sustain the high growth rate within its AI segment over the coming quarters.