10:15 AM EST, 12/04/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We keep our 12-month target at $300, a deep historical discount P/E of 20.6x our CY 2027 EPS. We raise our FY 26 EPS view to $11.78 from $11.35, FY 27 to $12.90 from $12.58, and FY 28 to $14.55 from $14.13. We believe Oct-Q results are a reason to be optimistic about Agentforce trends (+50% Q/Q) while CRM's bookings grew at a healthy clip (11%). We expect Agentforce metrics to improve further (18.5K deals, 9.5K paid, 3.2T tokens processed), partly reflecting an expanding sales team (+20% YTD) and overall broader customer adoption. Customers in production with Agentforce jumped 70% Q/Q, but it will likely take time for notable scale. The Informatica deal strengthens CRM's data foundation narrative, but uncertainty about long-term prospects for the broader SaaS space remains an issue. Performance from Slack (+13%) was a bright spot, with a vision to turn Slackbot into a powerful front-end agent for the enterprise space. Valuation remains compelling (about 16x our CY 2027 view) along with its Rule of 50 target.