Salesforce stock holds Market Outperform rating at JMP

Published 19/05/2025, 10:02
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On Monday, Salesforce.com Inc (NYSE:CRM) maintained its Market Outperform rating and $430.00 price target from JMP Securities. The affirmation comes after Salesforce introduced new flexible pricing for its Agentforce product on Thursday, May 15. Despite the company’s stock decline of 13% year to date, which contrasts with a 1% rise in both the S&P 500 and the Russell 3000, JMP Securities remains confident in Salesforce’s performance.

JMP Securities’ stance on Salesforce reflects their continued optimism in the company’s strategic decisions and market position. The new pricing model for Agentforce is an example of Salesforce’s ongoing efforts to adapt its offerings to meet market demands and customer needs. With impressive gross profit margins of 77.19% and revenue growth of 8.72% in the last twelve months, the company demonstrates strong operational efficiency.

Salesforce’s stock performance has not mirrored the broader market trends this year, with a notable decrease in its value. However, JMP Securities’ analysis suggests that the company’s fundamentals and market strategies, such as the recent pricing changes, could provide a strong foundation for future growth.

The $430.00 price target set by JMP Securities indicates their belief in Salesforce’s potential to reach higher market valuations. According to InvestingPro’s Fair Value analysis, the stock appears undervalued at current levels, supporting JMP’s bullish stance. This target remains unchanged even after the recent pricing strategy announcement and the stock’s performance relative to the broader market indices. InvestingPro offers 12 additional key insights about Salesforce’s valuation and growth prospects in their comprehensive Pro Research Report.

JMP Securities’ reiteration of the Market Outperform rating underscores their confidence in Salesforce’s long-term prospects. With a market capitalization of $279.35 billion and a favorable PEG ratio of 0.88, indicating attractive pricing relative to growth, the company’s fundamentals support this optimistic view. As Salesforce continues to innovate and tailor its services, analysts at JMP Securities seem to believe the company will navigate market fluctuations and maintain a trajectory that aligns with their positive outlook.

In other recent news, Salesforce has been in the spotlight with several significant developments. Analysts from TD Cowen and Needham have maintained their Buy ratings on Salesforce, with price targets of $375 and $400, respectively. TD Cowen’s analysis points to strengths in Salesforce’s Data and AI offerings, while Needham highlights the company’s focus on expanding agentic innovations and customer service applications. Conversely, DA Davidson downgraded Salesforce to an Underperform rating, citing concerns over the company’s strategic focus on AI at the expense of its core business.

Salesforce has also introduced a new flexible AI pricing model for its Agentforce platform, allowing businesses to manage AI investments with the ’Flex (NASDAQ:FLEX) Credits’ system. This move has been positively received by industry analysts, who appreciate the scalability and cost-effectiveness of the new pricing structure. Meanwhile, Proof Mark, a partner and shareholder, has issued governance concerns through an open letter to Salesforce’s CEO, questioning the board’s fiduciary responsibilities. These developments reflect the dynamic landscape Salesforce navigates as it balances innovation with core business priorities.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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