top of page
Search

Salesforce (CRM)

Writer: Abacus ResearchAbacus Research
Oct 31, 20241 min read

Salesforce is another potential convert to ‘AI beneficiary’, plus there are reasons to be positive on continued margin expansion.

  • The business has the potential to see both better revenue growth as well as expanding operating margins with a share price that is discounting neither.

  • If CRM can apply AgentForce to its own sales process, and there is a high ROI, then street ests look conservative to us.


Potential Upside:     $375 (+25%)

Sensible Downside: $270 (-10%)


 

Recent Posts

See All

Affirm (AFRM)

Share gainer with a proven business model? Or consumer stock right in front of a credit cycle? Yes, there is the potential for a...

 

Tesla FSD inflection

The bet is that FSD learning has gone exponential and Tesla is entering the ‘golden age of robotics.’ We believe that FSD learning has...

 

Comments

bottom of page