Wall Street Analysts Are Bullish On Salesforce's AI Vision - Here's Why

Salesforce's Agentforce 2.0 and Analyst Ratings - Salesforce announced the release of Agentforce 2 0, a second-generation technology integrated with Slack, set to launch in February 2025 [1] - The company plans to hire 2 000 AI-focused salespeople to support its growth [1] - Analysts from Needham, BofA Securities, Goldman Sachs, Truist, and Wedbush maintained Buy or Outperform ratings on Salesforce with price targets ranging from $375 to $440 [1][2][8][11][15] Agentforce 2 0 Features and Market Impact - Agentforce 2 0 enhances internal processes and enterprise information gathering by leveraging Slack as a central hub, expanding beyond the Sales and Service focus of version 1 0 [4] - The platform integrates with Mulesoft and Data Cloud, with enhancements to the Atlas Reasoning Engine enabling more complex use cases [5] - The Total Addressable Market (TAM) for AI spending is estimated to expand by over $740 billion, with Agentforce expected to drive incremental revenue growth, particularly by fiscal 2027 [5] Analyst Insights on Agentforce 2 0 - Needham's Scott Berg highlighted over 1 000 Agentforce deals closed, compared to 200+ in Q3 2025, indicating strong market traction [3][11] - BofA Securities' Brad Sills noted Agentforce's integration into sales, marketing, and Slack, with potential incremental revenue growth of 1%-2% in fiscal 2026 and 2027 [6][7] - Goldman Sachs' Kash Rangan emphasized Salesforce's technical leadership, with over 1 000 deals closed and thousands more in the pipeline, signaling strong product-market fit [8][9] Financial Projections and Market Opportunities - Needham projected Q4 revenue of $10 04 billion and adjusted EPS of $2 60 [5] - Wedbush's Daniel Ives projected Q4 revenue of $10 01 billion and adjusted EPS of $2 60, with Salesforce positioned to capture a $7 trillion digital labor market opportunity [15][14] - Salesforce's AI-driven growth could add ~$80 per share to its valuation over the next 12 to 18 months [15] Stock Performance - Salesforce stock traded higher by 0 23% to $351 77 at the last check on Wednesday [16]