Analyst Sees Salesforce Soaring 200% Despite 33% Rout
Salesforce (CRM) has cratered 33% year-to-date in 2026 despite posting five consecutive earnings beats and triple-digit AI growth. One analyst sees the stock surging nearly 200%, creating an unprecedented gap between the most bullish and bearish analysts.
Key Numbers
According to 24/7 Wall St., Salesforce (CRM) has plunged 33% year-to-date in 2026 despite delivering five straight earnings beats and triple-digit growth in its AI business. Meanwhile, one analyst sees the stock nearly 200% higher, widening the gap between the most bullish and bearish analysts to an extreme.
Recommendation Change
The report does not name the analyst or provide details of the new recommendation, but notes that the most bullish price target implies roughly a tripling from current levels.
Analyst Rationale
The bullish analyst believes strong AI revenue growth, combined with consistent earnings beats, supports a significant upside. The company also benefits from a large, loyal customer base.
Context
On the other hand, bears likely focus on slowing overall growth and competitive pressures from Oracle (ORCL), ServiceNow (NOW), and HubSpot (HUBS). A relatively high valuation may also cap gains.
What to Make of It
The wide gap between bulls and bears reflects uncertainty about Salesforce's future. Investors should watch upcoming quarterly results and AI growth to see which view prevails.
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