Barclays named Salesforce a top favored name in the US software sector for 2026. The investment bank views investor fears regarding growth deceleration and AI reducing demand as "overblown or mistimed." Barclays anticipates revenue growth will reaccelerate during 2026.
Barclays attributes the positive outlook to easier year-over-year comparisons. The bank also cites expanded sales capacity. Initial revenue contributions from new AI products, such as Agentforce, also support the forecast.
Goldman Sachs recently initiated coverage on Salesforce. The firm assigned a Buy rating. Goldman Sachs cited the company's AI vision as a potential performance driver.