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Further Reading from MarketBeat

Why Analysts Still See Big Upside in Salesforce After the SaaS Scare

Author: Thomas Hughes. Published: 2/16/2026. 

What You Need to Know

• 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.

Salesforce (NYSE: CRM) stock has fallen sharply, creating what many see as a deep-value buying opportunity amid this year’s broader sell-off in software stocks. The so-called SaaS apocalypse is likely overstated, and analysts are taking note. While AI can disrupt SaaS businesses, not all vendors are equally exposed. Leading AI modelers are moving into new verticals, which could threaten some SaaS providers — but many SaaS companies, including Salesforce, are embedding AI to add value for clients.

Salesforce has been a leader in AI, machine learning and automation for years. Its Data Cloud and Agentforce combination creates a unified platform for CRM data, data management and insights, plus AI-powered execution. The result is an automated, end-to-end CRM platform that drives efficiencies internally and externally. On the model side, Salesforce has partnered with the major AI providers, integrating access and application of those models across its platforms.

Analysts Trimmed Targets, Highlighting Market Overreaction

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Analyst activity contributed to Salesforce’s share-price decline as some analysts trimmed targets in late 2025 and early 2026. But the market appears to have overreacted, pushing the price well below the lowest posted target. As of mid-February, upside potential starts at about 15% and runs as high as roughly 70% at the consensus.

While the trend of downward revisions suggests the stock could remain below consensus for a time, the $221 low-end target looks like an outlier. Most targets range from about $235 to nearly $400 — well above the lowest figure. The takeaway for investors is that analysts are uncertain about the near-term outlook but still see meaningful upside, generally in the moderate to robust double-digit range.

Recent commentary includes updates from Wedbush analyst Dan Ives, who argues the SaaS sell-off is overdone and describes the pullback as a “table-pounding” buying opportunity for quality SaaS names. Ives views Salesforce not as an AI loser but as a core participant in the AI transition, and he has added the stock back into the Dan Ives Wedbush AI Revolution ETF (NYSEARCA: IVES) portfolio.

The ETF reinclusion underscores another bullish factor supporting the outlook: institutions, which own about 80% of the shares, have been accumulating in 2026. MarketBeat data show institutions buying at roughly a 2-to-1 rate over the trailing 12 months and maintaining that trend into early 2026. That institutional demand provides a solid support base and a market tailwind that has strengthened as the price declined. Short interest has been elevated recently, but remains low enough that it is unlikely to be a major market mover; short-sellers have not meaningfully increased positions during the weakness.

Undervalued Salesforce Could Rise Significantly on Valuation Alone

Whether or not disruption emerges, Salesforce’s revenue and earnings outlook remains solid, and the market appears to be undervaluing the business. Analysts’ estimates put the stock at roughly 16x this year’s earnings — reasonable in its own right — and under 7x a 2035 earnings projection, implying the potential for substantial long-term gains. Some analyses suggest a 200% to 400% price increase could be possible over time if the company re-rates toward multiples more typical of blue-chip tech names. Large-cap tech firms often trade closer to 30x current-year earnings; the main thing missing here is a clear catalyst, which could come from upcoming earnings and guidance.

Salesforce’s Q4 fiscal 2026 earnings report, due in late February, is a likely catalyst and may outperform current consensus. Analysts have been raising estimates, but the consensus remains in the single digits despite the company’s forecast of acceleration into double-digit growth. Guidance — whether signaling weakness or strength — will be crucial for near-term share-price direction.

Price action has been choppy. The market pushed to fresh lows in early February and could move lower, but as of mid-month there are signs of indecision that could mark a bottom. If the stock has put in a floor, initial resistance levels are near $195 and $225, while key support sits around $180.

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