2026-01-15 19:25:03

Salesforce's start to the year has been rough. The CRM leader's stock price has fallen by 10% since the beginning of the year and has even become the worst performer in the Dow Jones Index this year. Last year was even worse, with a full-year decline of 24%. Plus, the company is still in a leadership transition, prompting many investors to wonder—will AI dismantle this software giant along with the entire industry?

That said, Salesforce still shows some resilience. The company has still raised its earnings forecast for fiscal 2026 and launched a new AI strategy, indicating it is not just sitting and waiting. JPMorgan analysts acknowledge that the company is currently in a complex transition phase but remain optimistic about its long-term prospects. Evercore ISI and Truist Securities have set target prices of $340 and $380, respectively. While the market is pessimistic, Wall Street's outlook remains optimistic, and this stark contrast is quite interesting.

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FastLeaver

· 10h ago

A 24% drop is really incredible, but now they still dare to raise expectations—either they are truly confident or just bluffing. Those guys on Wall Street are shouting 340, 380 every day. Let's just see if they can actually achieve it in the end. With a change of leadership and AI transformation, CRM is definitely going to be reshuffled. The higher the target price is called out, the less I believe it. Let's wait and see. The market and Wall Street are singing opposite tunes—are these opportunities or traps? It's hard to say for sure.

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GateUser-7b078580

· 10h ago

The data shows that this drop is indeed brutal... Although Wall Street is still calling for high prices, let's wait and see; the historical lows may not have been reached yet.

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Degen4Breakfast

· 10h ago

Oh my, SFDC has really been a mess these past two years. But what does raising guidance mean? Are they trying to fool us into taking over? New leadership + AI disruption, who can handle this combo... Wall Street folks are starting to hype again, I remain skeptical. After falling so much, could it be... time to buy the dip? No, better wait and see. Is AI really going to kill SaaS? Who will survive this round is still uncertain. 340 or 380, close enough. The key is whether they can truly implement this AI strategy. With the stock price so bad, the new CEO is under a lot of pressure. I bet they can turn it around. Wall Street is optimistic, but what the market thinks is the real deal. Maybe it's still a bit early to buy now.

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FundingMartyr

· 10h ago

Despite falling so much, they still dare to raise expectations. This move is really bold. However, during the leadership change, it's quite brave to be optimistic about it, betting that AI can turn things around this time?

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SilentAlpha

· 10h ago

The stock price has fallen so much, yet they still dare to raise expectations. Either they really have some substance, or they are just gambling. Can the new CEO turn the situation around? It's a bit uncertain. I'm a bit skeptical about Wall Street's recent calls; it feels like they're setting traps for retail investors. Changing leadership + AI transformation, in essence, still a gamble on the future, and the risks are not small. After falling so much, is it actually an opportunity? Or is it smarter to keep observing? Target price of 340 to 380? How much is the gap from the current price? Doubling or just a slight increase? If this company really goes under, the entire CRM sector might be buried with it. I'm not optimistic in the short term; if it can rise in the long term, that would be a win.

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GmGnSleeper

· 10h ago

Leadership change + AI double strike, this pace is indeed exciting... However, raising expectations is still a bit aggressive; it seems Salesforce has no intention of lying flat.

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GasFeeCrier

· 10h ago

Are you still daring to raise expectations after such a drop? Is it truly confidence or just stubbornness... --- What is Wall Street up to again? Saying it will go from 340 to 380, acting like they really believe it. --- Changing leadership + AI disruption, this combo is indeed quite aggressive. --- Forget it, no one is doing well in CRM right now, it all depends on who can last longer. --- Anyway, I can't understand it. Even after such a big drop, some people are still optimistic. Am I too inexperienced or are they too optimistic? --- Raising expectations is really a brilliant move. The stock price has fallen so much, yet they still pretend nothing's wrong. --- The question is, is the new AI strategy reliable? That's the key, right? --- JPMorgan Chase can say nice things about anyone, but the real question is whether they can make money.

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