CRM

Salesforce, Inc.

TechnologySoftware - ApplicationNASDAQ

$191.10

+$16.03 (8.39%)today

Conviction

0/ 10

Fair Value$273.85

Upside+43.30%

Signal0

Market Cap$172.5B

52W Range$174.57–$296.05

Next EarningsMay 27

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$145.48

Current Price$179.31

Upside / Down-18.9%

P(Undervalued)10.2%

P(20%+ Up)0.4%

P(15%+ Down)60.7%

Fair Value Distribution — percentile bands

10.2% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

12.7%/yr

±4.3% · revenue growth to justify current price

FCF-Based Reverse DCF

1.9%/yr

±2.5% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

Premium Content

Upgrade to premium for full distribution data, sensitivity analysis, and segment breakdowns.

Quick Take

Salesforce, Inc.

Trailing P/E23.6x

Forward P/E12.4x

P/S4.2x

EPS (TTM)$7.81

Analyst Target$273.85

Analyst Upside43.3%

No Eagle analysis yet. Request a full review including conviction score, bull/bear cases, and thesis.

Bull Case

No analysis yet

Bear Case

No analysis yet

Research Feed

sec_10qFeb 28

Conviction: unchanged

CRM Q3 FY2026 10-Q Analysis: Agentforce Gaining Traction, Informatica Debt Overhang

Q3 FY26 solid at 9% revenue growth / 21% op margin. Agentforce 360 Platform surging +19% YoY — the AI monetization thesis is live. Informatica (.6B acquisition, closed Nov 2025, funded with B floating...