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AI Automation And Digital Reinvention Will Drive Industry Transformation

Published
18 Jul 24
Updated
04 Sep 25
AnalystConsensusTarget's Fair Value
US$344.64
27.2% undervalued intrinsic discount
04 Sep
US$250.76
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1Y
2.8%
7D
-2.1%

Author's Valuation

US$344.6

27.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Sep 25

Amid concerns about softer near-term demand, subdued enterprise renewals, and limited immediate AI revenue impact—offset by long-term optimism around new product themes and margin expansion—analyst sentiment on Salesforce has turned more cautious, resulting in a consensus price target that remains unchanged at $344.64. Analyst Commentary Analysts are lowering price targets amid softer near-term demand signals, partner feedback indicating underwhelming Q2 activity, and subdued expectations for renewal business, particularly at the enterprise level.

Shared on07 May 25
Fair value Decreased 7.90%

Shared on30 Apr 25
Fair value Increased 0.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Increased 0.10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 1.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.085%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 7.51%

AnalystConsensusTarget has decreased future PE multiple from 53.8x to 44.3x.