Salesforce Secures $300 Price Targets, Projects Q4 Revenue of $11.13B–$11.23B
Oppenheimer and Stifel Nicolaus both reiterated Buy ratings on Salesforce with $300 price targets ahead of its fiscal Q4 2026 earnings release. The company forecasts revenue of $11.13 billion to $11.23 billion, implying 11%–12% growth, while targeting GAAP EPS of $1.57 and highlighting rising Agentforce token consumption as a growth driver.
1. Analyst Ratings and Price Targets
Analysts at Oppenheimer and Stifel Nicolaus both reiterated Buy ratings on Salesforce, setting price targets at $300, underscoring confidence in the company’s SaaS market leadership and growth trajectory.
2. Fiscal Q4 2026 Guidance
Salesforce projects fiscal Q4 revenue between $11.13 billion and $11.23 billion, representing 11%–12% year-over-year growth; Wall Street consensus stands at $11.18 billion in revenue and a GAAP EPS of $1.57.
3. Agentforce as Growth Catalyst
Stifel highlights accelerating consumption of Agentforce AI tokens as a key differentiator that boosts cloud services momentum, helping Salesforce compete with AI leaders and aiming to surpass market estimates.