The Zhitong Finance App learned that Morgan Stanley published a research report stating that after the Dreamforce Investor Day (CRM.US) meeting, it maintained the stock's “same rating as the general market”, with a target price of 235 US dollars. The bank said that SAFTSE did not update its financial guidelines at the conference, and that the outlook for fiscal year 2027 and the long-term framework for achieving “Rule of 50” by fiscal year 2030 remain the same. Management is more vocal about the accelerated spread of AI on the enterprise side, but partner research shows that the large-scale deployment of Agentforce is still in its early stages. The debate over whether SEFTSE can achieve organic revenue acceleration in the second half of fiscal year 2027, and whether the “end of SaaS” (SaaS Pocalypse) has given way to “SaaS acceleration” (SaaS Acceleration), did not dissipate due to Investor Day.

The Zhitong Finance App learned that Morgan Stanley published a research report stating that after the Dreamforce Investor Day (CRM.US) meeting, it maintained the stock's “same rating as the general market”, with a target price of 235 US dollars. The bank said that SAFTSE did not update its financial guidelines at the conference, and that the outlook for fiscal year 2027 and the long-term framework for achieving “Rule of 50” by fiscal year 2030 remain the same. Management is more vocal about the accelerated spread of AI on the enterprise side, but partner research shows that the large-scale deployment of Agentforce is still in its early stages. The debate over whether SEFTSE can achieve organic revenue acceleration in the second half of fiscal year 2027, and whether the “end of SaaS” (SaaS Pocalypse) has given way to “SaaS acceleration” (SaaS Acceleration), did not dissipate due to Investor Day.