CRM

Salesforce, Inc.

TechnologySoftware - ApplicationNASDAQ

$181.79

-$11.74 (-6.46%)today

Conviction

0/ 10

Fair Value$273.85

Upside+50.64%

Signal0

Market Cap$173.3B

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

KEY VALUE DRIVERS

Spearman correlation — what moves this valuation most

Quick Take

Salesforce, Inc.

Trailing P/E23.7x

Forward P/E12.4x

P/S4.2x

EPS (TTM)$7.80

Analyst Target$273.85

Analyst Upside50.6%

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...