Agentforce Triggers Renewal Surge, Sparking Salesforce AI Boom: Analyst

Agentforce Triggers Renewal Surge, Sparking Salesforce AI Boom: Analyst

Salesforce Inc. (NYSE: CRM ) is expanding its AI monetization strategy while targeting stronger revenue growth, higher customer spending and continued shareholder returns.

BNP Sees Revenue Reacceleration Ahead

BNP Paribas analyst Stefan Slowinski came away from Salesforce’s Dreamforce Conference and Investor Day "incrementally positive," citing accelerating new business activity relative to existing contract values. He expects those trends to support a revenue reacceleration beginning in the third quarter. BNP Paribas maintained a $265 price forecast, representing about 6% upside from Salesforce’s Sept. 16 price of $250.50. Salesforce kept its fiscal 2030 revenue outlook at $63 billion, including Informatica. Slowinski said discussions with management suggested confidence and visibility around r...