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Exclusive News Why Analysts Still See Big Upside in Salesforce After the SaaS ScareSubmitted by Thomas Hughes. Article Published: 2/16/2026. 
Key Points - Salesforce’s pullback has analysts debating risk versus opportunity, but most price targets still imply notable upside.
- The company’s AI strategy centers on unifying data and execution through Data Cloud and Agentforce, plus broad model partnerships.
- Valuation, upcoming earnings, and guidance are positioned as the key swing factors for the stock.
- Special Report: [Sponsorship-Ad-6-Format3]
Salesforce (NYSE: CRM) has seen its stock decline sharply, creating what many view as a deep-value opportunity amid this year's broad sell-off in software names. The notion of a full-blown software-as-a-service (SaaS) apocalypse is likely overstated, and analysts are taking note. While AI can disrupt SaaS companies, not all are equally exposed. Leading AI modelers are expanding into new verticals, posing a threat to some vendors — but many SaaS firms are embracing AI to add client value. Salesforce, for example, has long been a leader in AI, machine learning and automation. Its Data Cloud/Agentforce combination creates a unified platform for CRM data management, insights and AI-driven execution. The result is an automated, end-to-end CRM platform that improves internal efficiencies and customer-facing processes. Salesforce has also integrated partnerships with major AI model providers, making those capabilities available across its platforms. Analysts Trimmed Targets: Highlight Market's Overreaction Analyst activity contributed to Salesforce's share-price decline, as several analysts trimmed price targets in late 2025 and early 2026. But the market appears to have overreacted, pushing the stock well below most targets. Upside potential ranged from roughly 15% at the low end to about 70% at the high end of consensus as of mid-February. Although the revision trend suggests downside risk versus prior consensus, the $221 low-end target is an outlier. Most price targets fall between about $235 and nearly $400, well above current levels. The takeaway: analysts are uncertain about the timing, but many still see meaningful upside in the stock, generally in the moderate to robust double-digit range. Recent commentaries include updates from Wedbush and from Dan Ives. Ives argues the SaaS sell-off is overdone, calling it a "table-pounding" buying opportunity for select SaaS names. He does not view Salesforce as an AI loser but rather as a core participant in the AI transition and has added it back to the Dan Ives Wedbush AI Revolution ETF (NYSEARCA: IVES) portfolio. That ETF reinclusion underscores another bullish factor supporting the stock. Institutions — which own roughly 80% of the shares — have been accumulating in 2026. MarketBeat data show institutional buying at about a 2-to-1 pace over the trailing 12 months, a trend that has continued into early 2026. That creates a meaningful support base and a favorable tailwind as the price declined. Short interest has risen in recent months but remains too low to materially move the stock. Underappreciated Salesforce Could Deliver Triple-Digit Gains Based on Valuation Whether or not disruption materializes, Salesforce's revenue and earnings outlook stays solid and the market appears to be undervaluing the company. Analysts' estimates price the stock at roughly 16x this year's earnings and under 7x the 2035 forecast, implying the possibility of a 200% to 400% stock-price increase over time. By comparison, blue-chip tech names commonly trade closer to 30x current-year earnings. What may be missing is a catalyst — which could come from the company's upcoming earnings release and forward guidance. The Q4 fiscal 2026 earnings report, due in late February, is expected to beat consensus. Analysts have been raising estimates, but the consensus still assumes single-digit growth even as the company forecasts an acceleration into double digits. Guidance will therefore be a key catalyst: any signs of strength or weakness could move the stock meaningfully. Price action has been volatile. The stock fell to fresh lows in early February and may test lower levels, but by mid-month the market showed signs of indecision and could be near a bottom. If so, resistance lies near $195 and $225, with critical support around $180. 
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