根据美国银行的说法，随着人工智能融入其业务，Salesforce有望获得急需的提振。该行将股票评级从“跑输大盘”上调两级至“买入”，并将目标价从160美元上调至285美元，较股票最近收盘价高出24%。分析师塔尔·利亚尼周一表示：“大型企业（超过[中小型企业]）不太可能替换承载其业务逻辑、数据、工作流和合规框架的平台。如果有什么不同的话，人工智能应该会加深对这些平台的依赖。”
Salesforce could get a much-needed boost as it integrates artificial intelligence into its businesses, according to Bank of America. The bank double upgraded the stock to buy from underperform. It also raised its price target to $285 from $160, which is 24% above the level at which shares last closed. "Large enterprises (more than [small to medium-sized businesses] are unlikely to replace platforms that house their business logic, data, workflows and compliance frameworks," analyst Tal Liani said Monday. "If anything, AI should deepen dependence on these platforms."
2026年，Salesforce股价回落约14%，主要原因是投资者担心人工智能采用范围扩大可能削弱对软件工具的需求。CRM YTD mountain Salesforce在2026年下跌约14%。但根据美国银行的说法，Salesforce正在拥抱一项企业人工智能战略，这应该能让它吸引更多客户使用其平台。“我们持积极看法[Salesforce的人工智能战略以及人工智能是否能扩大企业在该平台上的支出]，再加上强劲的[自由现金流]创造和预期的增长再加速，推动了我们的上调，并支撑适度的估值溢价，”利亚尼写道。
Shares of Salesforce have pulled back about 14% in 2026, largely due to investors' fears that widening AI adoption could diminish demand for software tools. CRM YTD mountain Salesforce is down about 14% in 2026. But Salesforce is embracing an enterprise AI strategy that should allow it to attract more customers to its platform, per Bank of America. "Our positive view [Salesforce's AI strategy and whether AI can expand enterprise spending on the platform], together with strong [free cash flow] generation and expected growth reacceleration, drives our upgrade and supports a modest valuation premium," Liani wrote.
今年早些时候，Salesforce根据一份新闻稿启动了一项计划，以开发、测试和验证用于其企业产品的人工智能技术。两年前，该公司还推出了名为Agentforce的数千个自主人工智能驱动的代理军团。不过，利亚尼指出，Salesforce的人工智能收入仍然较小，且采用速度低于预期仍是股票短期内最大的风险。“然而，我们看到令人鼓舞的迹象表明势头正在改善，包括[净新增年度订单价值]强劲增长和Slack表现加速，这些都支持在未来几个季度实现更快增长，”分析师写道。美国银行的这一看法与华尔街共识一致。
Salesforce earlier this year launched an initiative to develop, test, and validate AI technology for its enterprise offerings, according to a press release . Two years earlier, the company also unveiled its army of thousands of autonomous AI-powered agents called Agentforce. To be sure, Salesforce's AI revenues is still small and slower-than-expected adoption remains the greatest near-term risk for the stock, according to Liani. "However, we see encouraging signs of improving momentum, including strong [net new annual order value] growth and accelerating Slack performance, which support a return to faster growth over the coming quarters," the analyst wrote. Bank of America's call falls in line with consensus on the Street.
LSEG数据显示，在覆盖Salesforce的51名分析师中，有36人对该股票给出买入或强烈买入评级。
Of the 51 analysts covering Salesforce, 36 have a buy or strong buy rating on the stock, LSEG data shows.