The future of AI agents is promising, Wall Street analysts support Salesforce, Inc. (CRM.US).

After Salesforce, Inc. (CRM.US) released its fourth quarter report for the 2025 fiscal year, the stock price fell on Thursday. However, Wall Street analysts pointed out that this customer relationship management company is still expected to see a 10% growth in revenue this year, and its artificial intelligence (AI) strategy has potential for growth. Salesforce, Inc. expects revenue to reach $40.5 billion to $40.9 billion in the 2026 fiscal year ending January 2026, but it is still below the market's general expectation of $41.5 billion. The company has been promoting its artificial intelligence (AI) agent system "Agentforce." Salesforce, Inc. CEO Marc Benioff said, "There have been very few enterprise software companies that have truly achieved this kind of performance. I think only a few companies have achieved revenue expectations of $40 billion, and that's what our current expectations are. Our two latest major products are Data Cloud and Agentforce, and now we can see the AI product line as a multi-billion dollar product line." Wedbush reiterated its "outperform" rating for Salesforce, Inc. with a target price of $425. Wedbush analyst Daniel Ives said on Thursday, "Salesforce, Inc.'s guidance for the 2026 fiscal year, both in revenue and profit, is below Wall Street's expectations, as the company expects to face $200 million in foreign exchange headwinds in the 2026 fiscal year, while also looking to further drive its Agentforce strategy." Ives added, "The monetization of Agentforce is still in its early stages, and we believe that as the AI revolution enters the software phase, the company is taking a cautious approach to expand Agentforce, which will pay off in the long term." Morgan Stanley maintains an "overweight" rating for Salesforce, Inc. with a target price of $405. The bank believes that Agentforce can drive Salesforce, Inc.'s stock price up in the 2026 fiscal year. Morgan Stanley analysts led by Keith Weiss stated, "Since going public in full in October last year, Salesforce, Inc. has signed over 5,000 Agentforce agreements, including over 3,000 paying Agentforce customers. In addition, management has introduced a new metric of Data Cloud + artificial intelligence (Agentforce and Copilot), with ARR reaching $900 million, a year-on-year increase of 120%." Bank of America Securities reiterated its "buy" rating for Salesforce, Inc., but lowered the target price from $440 to $400, as it is becoming a high-quality GARP (growth at a reasonable price) stock. Bank of America Securities analysts Brad Sills and Carly Liu said, "Our view has not changed, that Salesforce, Inc. will become the next high-quality GARP stock, with revenue growth rates consistently in the low double digits and cash flow growth rates of around 15%." They also stated, "Salesforce, Inc. still has the potential for healthy revenue growth (could reach 12% to 13% in an optimistic scenario). The performance and outlook for the fourth quarter indicate that the company is moving towards its 10% growth target, with improvements in the macroeconomic environment and Agentforce set to increase the annual growth rate by 1 to 2 percentage points." As of Thursday's closing, Salesforce, Inc. fell 4%, to $294.9 per share.