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Exclusive Article Why Analysts Still See Big Upside in Salesforce After the SaaS ScareSubmitted by Thomas Hughes. Publication Date: 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 price drop sharply, creating a deep-value opportunity amid this year's broad sell-off in software stocks. The so-called SaaS apocalypse is overblown, and analysts are taking notice. While AI can disrupt SaaS vendors, not all are equally vulnerable. Leading AI modelers are expanding into new verticals, pressuring some SaaS providers — but many SaaS companies, including Salesforce, are deploying AI to add value for their customers. Salesforce has long been a leader in AI, machine learning, and automation. Its Data Cloud/Agentforce combination creates a unified platform for CRM data, data management, insights and AI-powered execution. That results in an automated end-to-end CRM platform that drives efficiencies both internally and externally. On the AI front, Salesforce has partnered with major model providers, integrating access and applications into its platforms. Analysts Trimmed Targets: Highlight Market's Overreaction Analyst activity contributed to Salesforce's stock decline: several analysts trimmed price targets in late 2025 and early 2026. Still, the market appears to have overreacted, trading well below most posted targets. As of mid-February, upside potential begins at roughly 15% and stretches to about 70% at the consensus level. Although the revision trend implies downside risk relative to consensus, the $221 low-end target looks like an outlier. Most targets sit between $235 and nearly $400 — well above that low figure. The takeaway: analysts are uncertain about the precise path forward but generally see meaningful upside in the stock, often in the moderate to strong double-digit range. Recent commentary from Wedbush and Dan Ives emphasized that the SaaS sell-off is likely overdone, describing it as a table-pounding buying opportunity for select SaaS names. Ives specifically sees Salesforce not as an AI loser but as a core participant in the AI revolution, and he has re-added it to the Dan Ives Wedbush AI Revolution ETF (NYSEARCA: IVES) portfolio. That reinclusion is another bullish factor underpinning the outlook. Institutions, which own roughly 80% of the stock, have been accumulating in 2026. MarketBeat data shows institutional buying at about a 2-to-1 pace over the trailing 12 months, and that trend continued into early 2026. That accumulation provides a solid support base and a market tailwind as the price fell. Short interest has risen in recent months but remains too low to have a large market-moving impact. Underappreciated Salesforce Can Rise Triple Digits on Valuation Alone Whether disrupted or not, Salesforce's revenue and earnings outlook remains robust, and the market appears to be underpricing it. Analysts' estimates imply the stock trades at roughly 16x this year's earnings and under 7x on a long-term (2035) forecast. That valuation gap suggests a potential 200% to 400% price gain over time. Blue-chip tech names — Salesforce included — typically tend to trade closer to 30x current-year earnings, so the multiple expansion alone could be meaningful. What's missing is a near-term catalyst, which might arrive with the next earnings release and guidance. The Q4 fiscal 2026 report is due in late February and is expected to beat consensus. Analysts have been nudging estimates higher, but consensus growth still sits in the single digits despite the company forecasting acceleration into the double digits. Guidance will be critical: any clear signs of strength or weakness should move the stock. Price action has been choppy. The stock hit fresh lows in early February and could move lower, but by mid-month the action showed signs of indecision that may indicate a tradeable floor. If the bottom is in, nearby resistance levels are around $195 and $225, with critical support near $180. 
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