Is It Time to Buy Salesforce Stock With AI Agent Momentum Mounting?

08.12.25 17:00 Uhr

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Salesforce (NYSE: CRM) turned in solid fiscal 2026 third-quarter results and issued upbeat guidance on the back of the strong momentum it is seeing with its artificial intelligence (AI) agent platform, Agentforce, helping send its stock higher. However, the stock has still lost a quarter of its value this year, as investors remain cautious on the impact that AI will have on software-as-a-service (SaaS) companies, which tend to price their solutions on a per-user basis.Let's take a closer look at its results and prospects to see if now is the time to jump into the stock.Agentforce helped drive Salesforce's growth this quarter, with the AI agent platform seeing its annual recurring revenue (ARR) surge 330% to $540 million. Meanwhile, Agentforce was included in six of its top 10 deals in the quarter. It said it currently has 9,500 paid Agentforce deals, which is up 50% from just last quarter. Meanwhile, its has more than 18,500 Agentforce deals in total. It noted that its flexible pricing options, which can be seat- or usage-based, have helped drive AI agent adoption. Continue readingWeiter zum vollständigen Artikel bei MotleyFool

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04.12.2025Salesforce BuyGoldman Sachs Group Inc.
04.12.2025Salesforce OverweightBarclays Capital
04.12.2025Salesforce OverweightJP Morgan Chase & Co.
04.12.2025Salesforce BuyJefferies & Company Inc.
01.12.2025Salesforce BuyJefferies & Company Inc.
DatumRatingAnalyst
04.12.2025Salesforce BuyGoldman Sachs Group Inc.
04.12.2025Salesforce OverweightBarclays Capital
04.12.2025Salesforce OverweightJP Morgan Chase & Co.
04.12.2025Salesforce BuyJefferies & Company Inc.
01.12.2025Salesforce BuyJefferies & Company Inc.
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04.09.2025Salesforce NeutralUBS AG
18.08.2025Salesforce Sector PerformRBC Capital Markets
18.08.2025Salesforce NeutralUBS AG
09.06.2025Salesforce Sector PerformRBC Capital Markets
29.05.2025Salesforce Sector PerformRBC Capital Markets
DatumRatingAnalyst
11.01.2023Salesforce UnderperformBernstein Research
19.06.2020Slack SellGoldman Sachs Group Inc.
19.05.2016Salesforce UnderperformBernstein Research
19.11.2015Salesforce UnderperformBernstein Research
19.11.2015Salesforce verkaufenJefferies & Company Inc.

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