KeyBanc reiterates Overweight rating on Salesforce stock, sees growth acceleration

Published 16/10/2025, 11:54
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Investing.com - KeyBanc maintained its Overweight rating and $400.00 price target on Salesforce.com (NYSE:CRM), representing a significant upside from the current price of $236.58, in a research note released Thursday. The company, with a market capitalization of $225 billion, maintains a perfect Piotroski Score of 9 according to InvestingPro data.

The investment firm highlighted comments from Salesforce CRO Miguel Milano and COFO Robin Washington that point to an upcoming acceleration in growth for the cloud software giant.

KeyBanc analyst Jackson Ader noted that growth inflection is becoming visible through converging trends in net-new business and overall average order value (AOV).

The research note explained that when the net-new business line rises above the overall line, it signals coming acceleration - a pattern that is currently emerging "as we speak," according to Milano’s comments.

KeyBanc emphasized that this potential growth inflection is precisely what investors have been waiting for, with visual indicators suggesting the "starting line is within sight" for this anticipated acceleration.

In other recent news, Salesforce has been the focus of several analyst reports following its Dreamforce conference and Analyst Day. Canaccord Genuity reiterated its Buy rating with a $300 price target, citing improvements in Salesforce’s platform and sales capacity. BofA Securities also maintained a Buy rating, setting a $325 price target, and noted Salesforce’s ambitious topline growth and margin expansion targets through fiscal year 2030. Wolfe Research echoed a positive sentiment with an Outperform rating and a $310 price target, highlighting Salesforce’s confidence in reaching $60 billion in revenue by 2030. Needham kept its Buy rating and a $400 price target, emphasizing the significant increase in investments from large language model vendors in Salesforce applications. Stifel reiterated a Buy rating with a $300 price target, following the introduction of Agentforce 360, which enhances Salesforce’s agentic capabilities. These developments reflect a broad consensus among analysts on Salesforce’s strategic direction and growth potential.

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