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Investing.com - Cantor Fitzgerald maintained its Overweight rating and $325 price target on Salesforce (NYSE:CRM) Wednesday following the company’s announcement of new AI pricing structures and product updates. According to InvestingPro data, 37 analysts have recently revised their earnings expectations upward, with price targets ranging from $225 to $440.
The cloud software giant, currently valued at $248 billion, revealed three key developments: general availability of pricing for new Agentforce Add-Ons and Agentforce 1 Editions, approximately 6% average price increases across Enterprise and Unlimited Editions of several core products, and new Slack plans featuring enhanced AI capabilities. The company maintains impressive gross profit margins of 77.3%, demonstrating strong pricing power.
Cantor Fitzgerald noted the simplified Agentforce pricing and packaging could lower adoption barriers, potentially driving broader artificial intelligence usage throughout customer organizations.
The research firm indicated the 6% price increases will gradually impact Salesforce’s financial results, providing support for slight revenue growth acceleration in the second half of fiscal 2026, though Cantor’s estimates remain unchanged for now.
Cantor Fitzgerald emphasized that AI monetization will remain a key focus for investors, with Salesforce already demonstrating pricing power and strong demand that could grow as more enterprises seek to extract value from data within their Salesforce deployments.
In other recent news, Salesforce has announced a 6% price increase for many of its major products, including the Enterprise and Unlimited Editions for Sales Cloud, Service Cloud, and Field Service, effective August 1, 2025. This move is part of Salesforce’s strategy to integrate AI capabilities into its offerings. The company also introduced new Agentforce add-ons and Agentforce 1 Editions, replacing previous Einstein add-ons, with prices starting at $125 and $550 per user per month, respectively. Cantor Fitzgerald has maintained its Overweight rating on Salesforce, highlighting the significant growth of the Agentforce product, which has already generated over $100 million in annual recurring revenue since its launch. The firm projects that Agentforce could reach $1 billion in annual recurring revenue within a few years, further bolstering Salesforce’s Data Cloud + AI business.
Truist Securities reiterated its buy rating with a $400 price target for Salesforce, citing positive customer feedback and potential growth in the Marketing & Commerce Cloud segment. Meanwhile, Stifel also maintained its Buy rating, focusing on the upcoming launch of Marketing Cloud Next (LON:NXT), which aims to consolidate Salesforce’s marketing technology offerings. However, Erste Group downgraded Salesforce from Buy to Hold due to anticipated lower revenue and net profit growth compared to the previous year. Despite Salesforce’s strong position in AI-driven data analysis, the slower growth projections have influenced its stock rating. These developments reflect Salesforce’s ongoing efforts to enhance its product offerings while navigating market challenges.
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