salesforce.com (CRM) PT Lowered to $295 at Citi

Truist Securities Reiterates Buy Rating on salesforce.com (CRM)

Truist Securities analyst Terry Tillman reiterated a Buy rating and $400.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "We have included add'l thoughts post 1QFY26 results & callback with the co. Callback highlights include dynamics related to Sales and Service Cloud, Agentforce, slower... More

Stifel Reiterates Buy Rating on salesforce.com (CRM)

Stifel analyst Parker Lane reiterated a Buy rating and $375.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "Coming out of earnings and yesterday's product event, we are taking a closer look at the present and future state of Salesforce's... More

Morgan Stanley Reiterates Overweight Rating on salesforce.com (CRM)

Morgan Stanley analyst Keith Weiss reiterated an Overweight rating and $404.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "1Q26 results left questions for investors around timeline to realizing growth inflection, but metrics were largely in line with expectations amidst an uneven macro environment. Market reacted more negatively than we anticipated, with questions centered on Core performance, margins, & Agentforce. Are Margins Tapping Out? With Q1 operating margin of 32.3% coming in slightly shy of the Street at 32.6%, and FY26 guidance for 34% margin was only reiterated despite the favorable currency move in the... More

CFRA Reiterates Strong Buy Rating on salesforce.com (CRM)

CFRA analyst Angelo Zino reiterated a Strong Buy rating and $375.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "We keep our 12-month target at $375, on a P/E of 30x our CY 2026 EPS view of $12.50, above peers, but well below CRM's three-... More

TD Cowen on salesforce.com (CRM): 'Solid 1Q Performance, Steady Macro'

TD Cowen analyst Derrick Wood reiterated a Buy rating and $375.00 price target on salesforce.com (NYSE: CRM).

The analyst commented: "Solid 1Q Performance; Steady Macro, Bullish Demand Signals on Data & AgentForce; CRM reported 1Q rev/cRPO growth 1% ahead of ests &... More

FBN Securities Reiterates Outperform Rating on salesforce.com (CRM)

FBN Securities analyst Shebly Seyrafi reiterated an Outperform rating and $360.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "Retain Outperform. We retain our Outperform rating and $360PT on CRM following solid FQ1 results in which revenue grew by 8% Y/Y (and came in 1% above consensus), cRPO grew by 12% Y/Y (11% Y/Y at CC) and came i n 1.9% above consensus, billings grew by 11% Y/Y (and came in 2.5% above consensus), and NG EPS of $2.58 came in $.03 above consensus.... More

BMO Capital on salesforce.com (CRM): 'Investor Patience Will Be Required'

BMO Capital analyst Keith Bachman reiterated an Outperform rating and $350.00 price target on salesforce.com (NYSE: CRM).

The analyst commented: "Good, Not Great; Our general take is the quarter was reasonable against low expectations, with reported CC CRPO growth of 11% above... More

salesforce.com (CRM) PT Lowered to $396 at Northland

Northland analyst Nehal Chokshi lowered the price target on salesforce.com (NYSE: CRM) to $396.00 (from $423.00) while maintaining a Outperform rating.

The analyst comments "cRPO beat due to FX tailwinds. Implied professional services raise and 22% increase in distribution capacity by end of FY26 point to... More

salesforce.com (CRM) PT Raised at Piper Sandler; 'Good Enough Guide for Value Investors'

Piper Sandler analyst Brent Bracelin raised the price target on salesforce.com (NYSE: CRM) to $335.00 (from $315.00) while maintaining a Overweight rating.

The analyst commented: "Good Enough Guide for Value Investors at 18x EV/FCF; The Q2 growth guide for cRPO at 9% constant... More

salesforce.com (CRM) PT Lowered to $347 at Barclays

Barclays analyst Raimo Lenschow lowered the price target on salesforce.com (NYSE: CRM) to $347.00 (from $425.00) while maintaining a Overweight rating.... More

salesforce.com (CRM) PT Raised to $255 at Bernstein SocGen Group

Bernstein SocGen Group analyst Mark Moerdler raised the price target on salesforce.com (NYSE: CRM) to $255.00 (from $243.00) while maintaining an Underperform rating.

The analyst commented: "Not bad, not wonderful, just in-line; Salesforce delivered very much of an in-line quarter, beating on revenue and... More

salesforce.com (CRM) PT Lowered to $370 at Oppenheimer

(Updated - May 29, 2025 6:37 AM EDT)

Oppenheimer analyst Brian Schwartz lowered the price target on salesforce.com (NYSE: CRM) to $370.00 (from $380.00) while maintaining a Outperform rating.

The analyst commented: "Salesforce's F1Q results were mostly above consensus estimates and show a 200bps... More

Needham Reiterates Buy Rating on salesforce.com (CRM)

Needham analyst Scott Berg reiterated a Buy rating and $400.00 price target on salesforce.com (NYSE: CRM).

The analyst commented: "Salesforce reported better than expected 1Q financial results driven with much better sales than expected specifically within small to mid-sized customers. cRPO, our... More

RBC Capital Downgrades salesforce.com (CRM) to Sector Perform

(Updated - May 29, 2025 6:09 AM EDT)

RBC Capital analyst Rishi Jaluria downgraded salesforce.com (NYSE: CRM) from Outperform to Sector Perform with a price target of $275.00 (from $420.00).

The analyst comments "Our view: We are downgrading our rating on Salesforce from Outperform to... More

Raymond James Reiterates Strong Buy Rating on salesforce.com (CRM)

Raymond James analyst Brian Peterson reiterated a Strong Buy rating and $375.00 price target on salesforce.com (NYSE: CRM)

The analyst comments: "Were maintaining our Strong Buy rating on CRM following F1Q results that were broadly above our expectations, with... More

Truist Securities Reiterates Buy Rating on salesforce.com (CRM)

Truist Securities analyst Terry Tillman reiterated a Buy rating and $400.00 price target on salesforce.com (NYSE: CRM)

The analyst comments: "1Q results were solid across the board. CRM beat us on C/C basis in sub & support rev, total rev,... More

KeyBanc Reiterates Overweight Rating on salesforce.com (CRM)

KeyBanc analyst Jackson Ader reiterated an Overweight rating and $440.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "Most of the headline metrics were either fine or even a slight disappointment relative to our forecasts, particularly in the core, but there was a single exception in current remaining performance obligation (cRPO). cRPO's constant currency growth was 11%, ahead of estimates of 10%, driving current bookings growth of 16.3%, more than double our estimate. For us, coupling the better... More

salesforce.com (CRM) PT Lowered to $365 at Baird

Baird analyst Rob Oliver lowered the price target on salesforce.com (NYSE: CRM) to $365.00 (from $400.00) while maintaining a Outperform rating.

The analyst comments: "Salesforce reported a good quarter with upside to revenue/EPS. FY'26 revenue guidance was raised, though mostly on improving FX rates;... More

Wolfe Research Reiterates Outperform Rating on salesforce.com (CRM)

Wolfe Research analyst Alex Zukin reiterated an Outperform rating and $310.00 price target on salesforce.com (NYSE: CRM)

The analyst comments: "CRM posted a solid F1Q26 with CC cRPO growth of 11% (smaller beat than in recent quarters), $1B of Agentforce... More

salesforce.com (CRM) PT Raised to $275 at Wells Fargo

Wells Fargo analyst Michael Turrin raised the price target on salesforce.com (NYSE: CRM) to $275.00 (from $255.00) while maintaining a Equal Weight rating.

The analyst comments "Against a lowered bar given mixed results across enterprise & INFA deal timing, 1Q results were fine & FY26 cc guide... More

salesforce.com (CRM) PT Raised to $225 at DA Davidson

DA Davidson analyst Gil Luria raised the price target on salesforce.com (NYSE: CRM) to $225.00 (from $200.00) while maintaining a Underperform rating.

The analyst comments "Salesforce reported better than feared results, but the FY2026 outlook adjusting for FX and the F1Q... More

Stifel Reiterates Buy Rating on salesforce.com (CRM)

Stifel analyst Parker Lane reiterated a Buy rating and $375.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "Salesforce traded a touch higher (~1%) in response to a fairly clean start to the fiscal year. Not surprisingly, management offered a highly optimistic... More

salesforce.com (CRM) PT Raised to $404 at Morgan Stanley

Morgan Stanley analyst Keith Weiss raised the price target on salesforce.com (NYSE: CRM) to $404.00 (from $393.00) while maintaining a Overweight rating.

The analyst comments "Q1 cRPO upside and reiteration of FY26 targets prove better than feared against macro volatility and rising... More

JPMorgan Reiterates Overweight Rating on salesforce.com (CRM)

JPMorgan analyst Mark Murphy reiterated an Overweight rating and $380.00 price target on salesforce.com (NYSE: CRM)

The analyst comments "Heading into Salesforces Q1 results, we shared with investors our proprietary Salesforce partner survey (see presentation here and investor call recording here), wherein we noted that partner performance vs. plan remained fairly consistent with trending over the last ~2.5 years, while partners expected CY25 practice growth rates were holding firm on average and supportive of our existing revenue forecasts. We also noted some degradation in other metrics, though highlighted that these metrics... More

salesforce.com (CRM) PT Raised to $385 at Goldman Sachs

Goldman Sachs analyst Kash Rangan raised the price target on salesforce.com (NYSE: CRM) to $385.00 (from $340.00) while maintaining a Buy rating.

The analyst comments "We reiterate our Buy rating and raise our PT to $385 following Salesforces solid F1Q26 results and raised topline guidance (ex. beat and FX tailwind). The stock is indicated +1% AH (+5% initially) as investors weighed the quarters execution against a shift in sales... More

Citizens JMP Reiterates Market Outperform Rating on salesforce.com (CRM)

Citizens JMP analyst Patrick Walravens reiterated a Market Outperform rating and $430.00 price target on salesforce.com (NYSE: CRM).

The analyst commented, We maintain our Market Outperform rating and $430 price target on Salesforce after the company reported better-than-expected F1Q26 results, with non-GAAP EPS of $2.58 (consensus... More

Wedbush Dan Ives' First Take on salesforce.com (CRM) Earnings, Stock Up 1.6pct After Hours

Wedbush analyst Daniel Ives reiterated an Outperform rating and $425.00 price target on salesforce.com (NYSE: CRM)

The analyst comments "CRM just reported its FY1Q26 results featuring top and bottom-line beats while raising its FY26 guidance as the buildout of its Agentforce strategy accelerates as CRM starts to capitalize on its agentic AI strategy. Total revenue came in at $9.83 billion (up 8% y/y) above the Streets $9.75 billion while RPO came in at $60.90 million (up 13% y/y) with current RPO of $29.6 million (up 12% y/y in CC) as the company signed 8,000 Agentforce... More

Evercore ISI First Look on salesforce.com (CRM) Earnings: 'Solid F1Q Results Help 'De-Risk' Updated FY26 Guide'

Evercore ISI analyst Kirk Materne reiterated an Outperform rating and $350.00 price target on salesforce.com (NYSE: CRM)

The analyst comments "Bottom line: A solid start to the year and perhaps a touch better than we would have expected in terms of the quarterly beat, but the constant currency guide remaining... More

After-hours movers: NVIDIA, HP Inc., Salesforce, SentinelOne

After-hours movers:

NVIDIA (NASDAQ: NVDA) rose 3.3% after it reported revenue for the first quarter that topped estimates and updated its guidance. Revenue for the quarter came in at $44.1 billion versus the consensus estimate of $43.31... More

Salesforce raises annual results forecast on strong cloud spending

By Zaheer Kachwala

(Reuters) - Salesforce raised its revenue and adjusted profit forecasts for fiscal 2026 on Wednesday, as the enterprise software provider benefits from strong cloud spending while ramping up monetization of its artificial intelligence agents.

Cloud spending from major enterprises has remained resilient even amid global macroeconomic uncertainty over the past few months, as companies invest heavily in artificial intelligence to modernize their digital infrastructure.

Shares of the company were up around 1.5% in extended... More

Salesforce (CRM) Tops Q1 EPS by 4c, Beats on Revenue; Offers FY26 Guidance

(Updated - May 28, 2025 4:04 PM EDT)

Salesforce (NYSE: CRM) reported Q1 EPS of $2.58, $0.04 better than the analyst estimate of $2.54. Revenue for the quarter came in at $9.8 billion versus the consensus estimate of $9.75 billion.

GUIDANCE:

Salesforce sees FY2026 EPS of... More

Salesforce (CRM) call put ratio 1 call to 1 put into quarter results

Salesforce (NYSE: CRM) May 30 weekly call option implied volatility is at 125, June is at 49; compared to its 52-week range of 23 to 58 into the expected release of quarter results today after the bell.

Morgan Stanley Reiterates Overweight Rating on salesforce.com (CRM)

Morgan Stanley analyst Keith Weiss reiterated an Overweight rating and $393.00 price target on salesforce.com (NYSE: CRM)

The analyst comments "Not the Deal the Market Was Hoping for, but Favorable Deal Terms & Path to Accretion Likely to Cap Materialization of Bear Concerns. Salesforce formally announced its agreement to acquire Informatica for ~$8B in equity value, following a rumored transaction around this time last year (see Salesforce.com: Ready to Break the Ice?, 4/16/24). While the initial rumored transaction garnered severe investor pushback given the general distaste Salesforce investors have for large-scale M&A,... More

Loop Capital Reiterates Hold Rating on salesforce.com (CRM)

Loop Capital analyst Yun Kim reiterated a Hold rating and $300.00 price target on salesforce.com (NYSE: CRM).

The analyst commented: "CRM announced that it plans to acquire Informatica in a transaction valued at $8B in equity value, net of CRM's current investment in the acquired company. INFA shareholders will receive $25 cash/share. Based on Street's estimates, the transaction values the company at a CY25 EV/S multiple of 6x (with a 3% revenue growth... More

Salesforce (CRM) call put ratio 1 call to 1.1 puts into quarter results

Salesforce (NYSE: CRM) May 30 weekly 277 straddle priced for movement of 8% into the expected release of quarter results today after the bell.

Truist Securities Downgrades Informatica (INFA) to Hold

Truist Securities analyst Miller Jump downgraded Informatica (NYSE: INFA) from Buy to Hold with a price target of $25.00 (from $24.00).

The analyst comments "With the announcement this morning that Salesforce would be acquiring Informatica and the corresponding price move through the day, we step to the sidelines and look for other areas to put new investment dollars to work. We downgrade our rating to Hold from Buy and increase our price target to $25 from $24 to reflect the announced deal value. Our estimates remain unchanged. Salesforce (CRM, Buy, Tillman) announced this morning that it is acquiring... More

Salesforce Q1 preview: Checks remain mixed

Salesforce (NYSE: CRM) is set to report its fiscal first-quarter results on Wednesday, May 28, amid mixed signals from the channel and continued scrutiny of its growth trajectory.

According to Citi, partner checks ahead of the quarter suggest mixed signals on Salesforce demand, citing weaker top-of-funnel for core CRM clouds, though some partners noted an uptick in... More

TD Cowen Reiterates Buy Rating on salesforce.com (CRM)

TD Cowen analyst Derrick Wood reiterated a Buy rating and $375.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "Our Thoughts: We think the deal is a smart play to bolster CRM's Agentforce capabilities around the area of the... More

William Blair Reiterates Outperform Rating on salesforce.com (CRM)

William Blair analyst Bhavan Suri reiterated an Outperform rating on salesforce.com (NYSE: CRM).

The analyst comments "The transaction. Before the market opened on May 27, Salesforce announced it has signed a definitive agreement to acquire Informatica (INFA $23.88), a data management software provider. Informatica... More

salesforce.com (CRM) PT Lowered to $350 at Canaccord Genuity

Canaccord Genuity analyst David Hynes Jr. lowered the price target on salesforce.com (NYSE: CRM) to $350.00 (from $400.00) while maintaining a Buy rating.

The analyst comments "The unofficial start to summer is here and Salesforce kicked things off with a bit of Tuesday morning fireworks. This morning the firm officially announced its third largest acquisition ever,... More

DA Davidson Adds Informatica (INFA) to STAMPEDE List of Special Situation Investment Ideas

DA Davidson analyst Gul Luria reiterated a Neutral rating and $18.00 price target on Informatica (NYSE: INFA).

The analyst comments "We are adding Informatica to D.A. Davidson's STAMPEDE list of special situation investment ideas, under the letter T for Takeouts given the recently... More

DA Davidson on salesforce.com (CRM): 'we are hesitant to endorse the deal'

DA Davidson analyst Gil Luria reiterated an Underperform rating and $200.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "This morning Salesforce announced it had reached an agreement to acquire Informatica (INFA - NEUTRAL) for $8B or $25 per share, net of its... More

Salesforce (CRM) call put ratio 1.4 calls to 1 put into quarter results and outlook

Salesforce (NYSE: CRM) May 30 weekly call option implied volatility is at 105, June is at 48; compared to its 52-week range of 23 to 58 into the expected release of quarter results after the bell on May 28.

Mizuho Reiterates Outperform Rating on salesforce.com (CRM)

Mizuho analyst Gregg Moskowitz reiterated an Outperform rating and $380.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "Stock Thoughts: We view the patient death and subsequent clinical hold as unfortunate; however, we believe the pausing of dosing is necessary given CLS is a safety event not previously observed with RP-A501 or other AAV gene therapies, to our knowledge. While we cannot fully eliminate the possibility... More

Truist Securities Reiterates Buy Rating on salesforce.com (CRM), PT $400

Truist Securities analyst Terry Tillman reiterated a Buy rating and $400.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "Transaction Details and Salesforce M&A Philosophy. Salesforce Chief Operating and Financial Officer Robin Washington further commented on the company's M&A strategy outlining Informatica as a transformative asset that will help Salesforce maximize customer success and further extend Salesforce AI capabilities. Ms. Washington further commented that Salesforce plans to integrate... More

salesforce.com (CRM) PT Lowered to $300 at UBS

(Updated - May 27, 2025 10:26 AM EDT)

UBS analyst Karl Keirstead lowered the price target on salesforce.com (NYSE: CRM) to $300.00 (from $320.00) while maintaining a Neutral rating.

The analyst commented, "On Wed last week we attended Salesforces World Tour event in NYC,... More

Guggenheim on Informatica (INFA): 'We believe CRM faces material integration risks'

Guggenheim analyst Howard Ma reiterated a Buy rating and $27.00 price target on Informatica (NYSE: INFA).

The analyst comments "Key Message: This morning, Salesforce and Informatica announced they have entered into an agreement for Informatica to be acquired for about $25 in cash per share (a 32% premium to the unaffected price on May 22nd, although down 24% over the last year vs. IGV +24%). This represents about $8B in equity value, $8.5B in EV (including about $600M of net... More

Evercore ISI Reiterates Outperform Rating on salesforce.com (CRM), PT $350, 'we continue to see the risk/reward skewing materially to the upside'

Evercore ISI analyst Kirk Materne reiterated an Outperform rating and $350.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "Our View: As discussed in our report last night, we see Informatica as a pretty straightforward transaction that will bolster CRMs data... More

Raymond James Reiterates Strong Buy Rating on salesforce.com (CRM), PT $375, 'we see much more potential synergies outweighing the risks'

Raymond James analyst Brian Peterson reiterated a Strong Buy rating and $375.00 price target on salesforce.com (NYSE: CRM)

The analyst comments "The News: This morning, Salesforce announced that it had signed a definitive agreement to acquire Informatica (INFA/$22.55/Not Covered), an enterprise cloud data management platform, for $25.00 per share or ~$8 billion (in equity value). Importantly, CRM has already obtained authorization from shareholders who control 63% of the voting power at Informatica to approve of the acquisition (so no further shareholder action will be required). Salesforce expects that the deal will be accretive (on a... More

Wedbush Reiterates salesforce.com (CRM) at Outperform on "smart and strategic" Informatica (INFA) deal

Wedbush analyst Daniel Ives reiterated an Outperform rating and $425.00 price target on salesforce.com (NYSE: CRM).

The analyst commented: "This morning, Salesforce announced its acquisition of Informatica (INFA), the data-management software firm, in ~$8 billion in equity value net of CRM's current investment in INFA which will help significantly enhance CRM's AI strategy further with more companies looking to use... More

Salesforce (CRM) to Acquire Informatica (INFA) for $25/sh Cash

Salesforce (NYSE: CRM), the worlds #1 AI CRM, and Informatica (NYSE: INFA), a leader in enterprise AI-powered cloud data management, have entered into an agreement for Salesforce to acquire Informatica for approximately $8 billion in equity value, net of Salesforces current investment in Informatica. Under the terms of the agreement, holders of Informaticas Class A and Class B-1 common stock will receive $25 in cash per share.

The planned acquisition will enhance Salesforces trusted data foundation critical for deploying powerful and responsible agentic AI. The combination of Informaticas rich... More

Salesforce to pay $25 per share for Informatica - WSJ

Investing.com -- Salesforce is nearing an agreement to acquire Informatica in a deal valued at approximately $8 billion, according to the Wall Street Journal.

The deal, expected to be announced later on Tuesday, will reportedly see Salesforce (NYSE: CRM) pay $25 per share for... More

Salesforce to buy Informatica for $8 billion to bolster AI data tools

By Aditya Soni

(Reuters) - Salesforce said on Tuesday it would buy Informatica for about $8 billion, betting on the data management platform to sharpen its competitive edge in the booming artificial intelligence market. The cloud-software giant is returning to big-ticket M&A after years on the sidelines, driven by scrutiny from activist investors pressing for better profitability.

It had last year shelved deal talks with Informatica after the companies failed to agree on deal terms. Buying Informatica, in its biggest deal since its nearly $28 billion acquisition of Slack Technologies in... More

Salesforce (CRM) Nears Deal to Buy Informatica (INFA) for $25/sh - WSJ

(Updated - May 27, 2025 6:34 AM EDT)

Salesforce (NYSE: CRM) is reportedly nearing deal to buy Informatica (NYSE: INFA) for $25 per share, according to an early Tuesday report by the Wall Street Journal.

Salesforce (CRM) 30-day option implied volatility into expected release of quarter results

Salesforce (NYSE: CRM) 30-day option implied volatility is at 46; compared to its 52-week range of 23 to 58 into expected release of quarter results after the bell on May 28.

Salesforce (CRM) call put ratio 1 call to 1 put into quarter results and M&A headlines

Salesforce (NYSE: CRM) May 30 weekly 272 straddle priced for movement of 8% into the expected release of quarter results after the bell on May 28.

salesforce.com (CRM) PT Lowered to $350 at BMO Capital, 'Expecting In-Line Quarter', 'We remain bullish on longer-term'

BMO Capital analyst Keith Bachman lowered the price target on salesforce.com (NYSE: CRM) to $350.00 (from $367.00) while maintaining a Outperform rating.

The analyst comments "We offer some quick Salesforce thoughts in advance of the pending report. April-quarter channel feedback has been... More

Salesforce (CRM) Trading 280 Handle in early session

Salesforce (NYSE: CRM) Trading 280 Handle in early session

Goldman Sachs Reiterates Buy Rating on salesforce.com (CRM)

Goldman Sachs analyst Kash Rangan reiterated a Buy rating and $340.00 price target on salesforce.com (NYSE: CRM)

The analyst comments "We reiterate our Buy rating and $340 PT on Salesforce ahead of F1Q26 earnings (5/28). While AI likely remains a focal point, we dont anticipate material updates on Agentforces revenue contribution until Dreamforce (10/14). In the meantime, we look toward other strength points from Data Cloud... More