Salesforce Earnings on Deck: Wall Street Remains Bullish Despite 2025 Stock DipWhile the stock has fallen nearly 18% in 2025 so far, the majority of Wall Street analysts maintain a bullish outlook, driven by confidence in the company’s long-term prospects and the promise of its AI initiatives.Wall Street’s Outlook on Salesforce
Of the 23 analysts tracked by Visible Alpha, a strong majority—18—rate Salesforce as a “buy” or equivalent, while four suggest holding the stock and just one has issued a “sell” recommendation. This consensus reflects a high level of investor confidence in Salesforce’s fundamentals and potential.The average analyst price target currently stands at $364, implying an upside of 33% from last Friday’s close. These estimates highlight that despite short-term market pressures, many believe Salesforce is well-positioned for a rebound.Earnings Forecast: Revenue and EPS Expectations
For the fiscal first quarter, Salesforce is projected to deliver revenue of $9.75 billion, marking an increase of about 7% year-over-year. Analysts also expect adjusted earnings per share (EPS) to reach $2.55, up from $2.44 in the same quarter last year.These figures suggest steady growth for the customer relationship management (CRM) software leader, even amid broader economic uncertainty and fluctuating demand in the tech sector.Analysts Weigh In on Agentforce and AI Strategy
One major focus for analysts is Salesforce’s AI-driven platform, Agentforce. According to a note from Oppenheimer, the company is considered “one of the healthiest long-term profitable growth stories” in the software industry. While they acknowledged some risk due to macroeconomic challenges, they praised the momentum behind Agentforce and reaffirmed a $380 price target.However, not everyone is equally optimistic. Citi analysts adopted a more cautious tone, reducing their target to $320 from $335. They indicated that while Agentforce is promising, they are waiting for clearer data on its commercial impact before upgrading their stance.On the other hand, Deutsche Bank reiterated its bullish price target of $400, and Jefferies maintained its forecast at approximately $375.45, reflecting strong belief in Salesforce’s innovation strategy.Price Targets Signal Potential Upside
Despite mixed short-term views on AI commercialization, analyst price targets remain notably above current trading levels. From Citi’s conservative $320 to Deutsche Bank’s optimistic $400, the spread reflects both the excitement and uncertainty surrounding Salesforce’s next steps.The company’s move to embed AI deeper into its CRM offerings is a key factor in these expectations, and upcoming earnings will be a critical moment for investors evaluating the tech giant’s ability to execute its strategy.Salesforce Stock Performance in 2025
It’s been a challenging start to the year for Salesforce, with shares down 18% year-to-date. The stock’s underperformance stands in contrast to the broader market and peer tech companies that have seen modest gains or stability.Still, analysts seem confident that the downturn is temporary, especially if Salesforce can deliver on its growth and AI ambitions. The upcoming earnings report could serve as a turning point, providing clarity on both financial performance and long-term strategic direction.
Of the 23 analysts tracked by Visible Alpha, a strong majority—18—rate Salesforce as a “buy” or equivalent, while four suggest holding the stock and just one has issued a “sell” recommendation. This consensus reflects a high level of investor confidence in Salesforce’s fundamentals and potential.The average analyst price target currently stands at $364, implying an upside of 33% from last Friday’s close. These estimates highlight that despite short-term market pressures, many believe Salesforce is well-positioned for a rebound.Earnings Forecast: Revenue and EPS Expectations
For the fiscal first quarter, Salesforce is projected to deliver revenue of $9.75 billion, marking an increase of about 7% year-over-year. Analysts also expect adjusted earnings per share (EPS) to reach $2.55, up from $2.44 in the same quarter last year.These figures suggest steady growth for the customer relationship management (CRM) software leader, even amid broader economic uncertainty and fluctuating demand in the tech sector.Analysts Weigh In on Agentforce and AI Strategy
One major focus for analysts is Salesforce’s AI-driven platform, Agentforce. According to a note from Oppenheimer, the company is considered “one of the healthiest long-term profitable growth stories” in the software industry. While they acknowledged some risk due to macroeconomic challenges, they praised the momentum behind Agentforce and reaffirmed a $380 price target.However, not everyone is equally optimistic. Citi analysts adopted a more cautious tone, reducing their target to $320 from $335. They indicated that while Agentforce is promising, they are waiting for clearer data on its commercial impact before upgrading their stance.On the other hand, Deutsche Bank reiterated its bullish price target of $400, and Jefferies maintained its forecast at approximately $375.45, reflecting strong belief in Salesforce’s innovation strategy.Price Targets Signal Potential Upside
Despite mixed short-term views on AI commercialization, analyst price targets remain notably above current trading levels. From Citi’s conservative $320 to Deutsche Bank’s optimistic $400, the spread reflects both the excitement and uncertainty surrounding Salesforce’s next steps.The company’s move to embed AI deeper into its CRM offerings is a key factor in these expectations, and upcoming earnings will be a critical moment for investors evaluating the tech giant’s ability to execute its strategy.Salesforce Stock Performance in 2025
It’s been a challenging start to the year for Salesforce, with shares down 18% year-to-date. The stock’s underperformance stands in contrast to the broader market and peer tech companies that have seen modest gains or stability.Still, analysts seem confident that the downturn is temporary, especially if Salesforce can deliver on its growth and AI ambitions. The upcoming earnings report could serve as a turning point, providing clarity on both financial performance and long-term strategic direction.
