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Salesforce (CRM) stock: Analysts raise price target to $300 after Dreamforce AI strategy

2026-09-18 00:33:43

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核心亮点

Salesforce 的六项 AI 收入战略

分析师社区反应

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该公司预计 2030 财年营收将超过 630 亿美元，超越华尔街共识预测的 606.6 亿美元。

Dreamforce 大会作为实现雄心勃勃的收入目标平台，首席执行官 Marc Benioff 对战略方向表现出强烈信心。

Stifel 将 Salesforce (CRM) 的目标股价从 275 美元上调至 300 美元，重申“买入”评级。

公司详细阐述了六种不同的 AI 创收策略，包括 Agentforce、Data 360、Agent Fabric 和 API 产品。

多家华尔街机构维持“买入”或“跑赢大盘”立场，其中几家将目标价提升至 300 美元关口。

在本周举行的 Dreamforce 大会上，Salesforce 公布了一项雄心勃勃的 2030 财年年度营收目标，即超过 630 亿美元。根据 FactSet 分析师汇编的数据，这一预测超过了市场共识预期的 606.6 亿美元。

这一披露发生在周三 Dreamforce 活动期间的专门投资者和分析师演示环节。CEO Marc Benioff 向与会者强调：“我们的相关性从未像现在这样高。”

Salesforce, Inc., CRM

CRM 股票目前交易价格为 250.54 美元，当日下跌 2%。该股票的市盈率为 23.24，PEG 比率为 0.38，Stifel 认为鉴于公司的增长轨迹，这些指标具有吸引力。

Stifel 将其 CRM 目标价格从 275 美元上调至 300 美元，同时维持“买入”评级。这家投资公司指出，管理层强调了前所未有的管道水平，并表示乐观地认为，净新增年度订单价值的扩张将继续超过整体年度订单价值的增长。

Salesforce 的六项 AI 收入战略

Stifel 确定了 Salesforce 打算利用的六个不同收入渠道：扩展核心许可、高级 SKU 增强、Agentforce 和预构建代理解决方案、Data 360 产品、Agent Fabric 和 Guardian 产品，以及 API、MCP、上下文服务和基础设施能力。

据该公司称，这些路径是支撑 Salesforce 中期扩张前景的关键催化剂。该公司的毛利率为 77%，过去十二个月的营收增长率为 11%。

Dreamforce 的核心信息集中在客户如何能够以简单的方式构建基于 Salesforce 数据生态系统的定制应用程序、仪表板和解决方案。Stifel 观察到，公司通过 AIforce 拥抱界面转型。渠道合作伙伴评估表明，客户对这些功能表现出浓厚的兴趣和显著的采用潜力。

分析师社区反应

在本周披露后，多家华尔街机构发布了有利评估。

Oppenheimer maintains its "outperform" rating with a price target of $275, citing the 11% compound annual growth rate implicit in the 2030 target.

TD Cowen maintains its "Buy" rating and $300 price target, emphasizing Salesforce's focus on integrating AIforce and Slack platforms.

Cantor Fitzgerald reiterated its "overmatched" rating and $300 price target, focusing on new products including the Headless 360 and Claudeforce.

Guggenheim raised its price target from $270 to $300, thanks to Salesforce's methodological approach to AI pricing strategies.

DA Davidson raised its price target to $225 from $200 while maintaining a "neutral" stance.

This long-term revenue forecast comes after Salesforce raised guidance a month ago after the company delivered better-than-expected second-quarter profits and revenue results thanks to strong demand for its AI and data solutions.

Benioff said on Dreamforce: "We now have the ability to go out to any customer and show them a technology that can revolutionize their company very quickly, which is unprecedented."

Management emphasized that record-high pipeline indicators and encouraging partner feedback are key indicators during analyst day activities.

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