$CRMB âą bull pennant breakout đ
đ BofA double upgraded it to Buy from Underperform, target $285 from $160, after CTO checks said big companies aren't replacing Salesforce for AI. Q2 revenue $11.3B, up 11%. FY27 revenue guide raised to $46.1B to $46.4B, including slightly above 3 points from Informatica. Agentforce plus Data 360 ARR almost $3.9B, up over 210%.
Real risk here: one upgrade gapped it over the line, it hasn't closed above $231 yet (Friday $229.13), and a data-breach class action over the 2025 customer hacks survived a motion to dismiss in mid-September.
â ïž Confirm close over $231
đą TP1 $254.80 (+7.1%) · TP2 $262.34 (+10.2%) · TP3 $268.27 (+12.7%)
â Invalid close under $224.40 (-5.7%)
#stocks
đ BofA double upgraded it to Buy from Underperform, target $285 from $160, after CTO checks said big companies aren't replacing Salesforce for AI. Q2 revenue $11.3B, up 11%. FY27 revenue guide raised to $46.1B to $46.4B, including slightly above 3 points from Informatica. Agentforce plus Data 360 ARR almost $3.9B, up over 210%.
Real risk here: one upgrade gapped it over the line, it hasn't closed above $231 yet (Friday $229.13), and a data-breach class action over the 2025 customer hacks survived a motion to dismiss in mid-September.
â ïž Confirm close over $231
đą TP1 $254.80 (+7.1%) · TP2 $262.34 (+10.2%) · TP3 $268.27 (+12.7%)
â Invalid close under $224.40 (-5.7%)
#stocks