Cantor Fitzgerald reaffirms Salesforce stock rating on AI strategy

Published 16/10/2025, 13:12
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Investing.com - Cantor Fitzgerald maintained its Overweight rating and $325.00 price target on Salesforce (NYSE:CRM) stock Thursday, citing the company’s strategic positioning in enterprise AI. The company, which boasts impressive gross profit margins of 77.65% and a perfect Piotroski Score of 9 according to InvestingPro, continues to demonstrate strong financial health in the competitive software sector.

The research firm highlighted Salesforce’s approach as "the AI orchestration layer for the enterprise," pointing specifically to the launch of Agentforce 360 which serves as an integration point for enterprise data, agents, assistants, and workflow automation.

Cantor Fitzgerald noted that Salesforce’s platform architecture expansion through Data 360 helps retain value within the company’s ecosystem while further embedding itself in enterprise technology stacks, supported by expanded partnerships with OpenAI and Anthropic, plus Zero Copy integrations with 108 partners.

The firm emphasized Slack’s critical role in Salesforce’s "Agentic Enterprise strategy," describing it as "the UI for enterprise AI" where employees can interact with AI tools while maintaining human oversight when desired.

Following the Dreamforce conference, Cantor Fitzgerald expressed increased confidence in Salesforce’s management strategy and ability to "win the AI-era just like it did the SaaS-era," supporting the firm’s projection that Salesforce can achieve over 10% organic revenue compound annual growth rate through fiscal year 2030 alongside operating profit margin improvements. InvestingPro analysis reveals the company’s strong financial position with moderate debt levels and robust cash flows, suggesting it’s well-positioned to fund its AI initiatives. For detailed insights into Salesforce’s valuation and growth prospects, investors can access the comprehensive Pro Research Report, available exclusively on InvestingPro.

In other recent news, Salesforce has attracted attention with its ambitious long-term guidance, projecting over $60 billion in revenue by fiscal 2030, which implies a compound annual growth rate (CAGR) of approximately 10%. This announcement came during the company’s Analyst Day event, where operating margins are also expected to reach about 40%. Goldman Sachs responded by reiterating its Buy rating and setting a price target of $385, indicating confidence in Salesforce’s growth strategy. Oppenheimer also maintained its Outperform rating, expressing optimism about Salesforce’s medium-term guidance, which suggests reaccelerating organic growth and margin expansion in the next 12-18 months.

Meanwhile, Guggenheim remains skeptical, maintaining a Neutral rating and questioning the feasibility of Salesforce’s revenue target, which requires a 10%+ organic revenue growth CAGR from fiscal year 2026 to 2030. KeyBanc, however, is more optimistic, reiterating an Overweight rating with a $400 price target, citing upcoming growth acceleration as noted by Salesforce executives. Canaccord Genuity also maintained its Buy rating with a $300 price target, highlighting Salesforce’s "reimagined platform for the Agentic Enterprise" as a positive factor, along with improvements in sales capacity and commercial licensing options. These developments reflect a mix of confidence and caution among analysts regarding Salesforce’s future prospects.

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