Analysts Slash Salesforce Targets to $200–$280 After Mixed Q4 Results
Salesforce shares have dropped 35% over the past year and 22% year to date as Stifel, Mizuho, Baird, BMO and Piper Sandler cut price targets to $200–$280. Mixed fiscal Q4 results and a slightly below-consensus FY27 revenue growth guide of 10.5% have weighed on sentiment as AI execution concerns persist.
1. Stock Decline and Analyst Price Target Cuts
Over the past year, Salesforce shares have declined 35% and 22% year to date, prompting Stifel, Mizuho, Baird, BMO and Piper Sandler to lower price targets to a range of $200 to $280 while maintaining neutral to outperform ratings.
2. Fiscal Q4 Results and FY27 Guidance
Salesforce’s fiscal fourth-quarter results featured mixed performance, missing constant-currency organic revenue growth targets, and its FY27 revenue growth forecast of 10.5% fell slightly below consensus expectations of 11.1%.
3. AI Execution Concerns
Analysts highlighted uncertainty over Salesforce’s ability to capitalize on AI opportunities, noting that debates around execution in the AI market have dampened investor sentiment and contributed to the downward pressure on valuation.