CRMBullpending
Financial EducationTarget Price
$400
“I think the stock exits 2029 as a $400 plus dollar stock.”
Thesis at the time
Strongly BullishThe YouTuber believes Salesforce's new Cloud Force partnership with Anthropic is a game-changing catalyst that alleviates fears of slow revenue death, driving the stock up double digits after hours despite a mediocre income statement with rising cost of revenue. He gives specific price targets through year-end 2026 and out to 2029.
Key arguments
- Cloud Force partnership with Anthropic (Claude) seen as hugely expansive for Salesforce's long-term TAM
- 97% quarter-over-quarter growth in agentic work units signals AI transition is working
- Guidance came in a couple hundred million ahead of analyst expectations
- Healthy operating cash flow of $1.3 billion and free cash flow of $1.1 billion
- Don't bet against Marc Benioff, who has repeatedly proven doubters wrong
Counter-arguments acknowledged
- Total cost of revenue up 18%, outstripping revenue growth of 11%
- R&D and sales/marketing expenses grew faster than gross profit and revenue
- Expense problem at Salesforce has worsened compared to the prior quarter
Hedges and caveats (from the video)
- Acknowledges bumpy ride and volatility in portfolio performance
- Notes frustration with Nvidia's muted price reaction despite strong earnings
- Mentions past losses on Salesforce before recent recovery
- Video discusses portfolio performance rather than providing explicit price targets
The call
- Date said
- Aug 26, 2026
- Timeframe
- exit 2029
- Deadline
- Dec 31, 2029
- Current price (live)
- $233.28$166.72 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Specific price and timeframe given, but softened with the hedge phrase 'I think'.
Source
This 1 Stock will SOAR now‼️
Said on Aug 26, 2026Open on YouTube ↗