The prospects for AI agents are still promising. Bank of America Securities is bullish on Salesforce, Inc. (CRM.US) against the trend.

Bank of America Securities released a research report, maintaining a "buy" rating on Salesforce, Inc. (CRM.US) with a target price of $350. Bank of America Securities continues to see the potential of Salesforce, Inc.'s Agentforce product, but due to the unstable macroeconomic situation, the significant growth of this product is expected to be delayed until the first half of the 2027 fiscal year, rather than the previously expected second half of the 2026 fiscal year. Agentforce allows companies to deploy autonomous Artificial Intelligence (AI) agents to handle various tasks, thereby improving productivity and efficiency. The product was first introduced in September 2024. Bank of America Securities estimates, "The entire process from data preparation to deploying agents takes six to seven months, during which transaction volume will increase significantly." Bank of America Securities analysts Brad Sills and Carly Liu stated in their investor report on Monday, "Feedback from partners indicates that the return on investment for Agentforce is still evolving based on use cases. However, based on current use cases, charging $0.50 to $1 per conversation seems to be considered a reasonable price (consistent with our model assumptions of $0.50 to $0.60). Key use cases for Service Cloud development include freight tracking, product information retrieval, and renewal sales automation." Agentforce's architecture is based on the Atlas reasoning engine, which integrates first and third-party large language models (LLMs) to help AI agents understand intent and take action. Its design aims to allow customers to freely choose LLMs for reasoning. As of Monday's closing of the US stock market, Salesforce, Inc. (CRM.US) fell over 4%, to $236.26. The stock has fallen by 29% so far this year.