Salesforce shares fell more than 3% after the company’s Dreamforce conference and investor day, despite at least six Wall Street firms raising their price targets. Several targets reached $300 as analysts cited Agentforce adoption, AI partnerships, pipeline strength and broader monetization opportunities across premium editions, consumption and headless use cases. Management maintained its fiscal 2030 revenue objective of $63 billion or more and said organic growth should accelerate in the latter part of fiscal 2027 and afterward, while providing no formal fiscal 2028 guidance. Salesforce introduced Koa, a reasoning-based artificial intelligence model developed with Nvidia for customer relationship management applications. In its second quarter of fiscal 2027, revenue rose 10.8% year over year to $11.35 billion, non-GAAP earnings per share reached $5.90 versus a $3.27 consensus, and current remaining performance obligations increased 14% to $33.50 billion. Agentforce annual recurring revenue exceeded $1.5 billion, up more than 240%, while combined Agentforce and Data 360 annual recurring revenue approached $3.90 billion. Full-year fiscal 2027 revenue guidance was raised to $46.10 billion to $46.40 billion. Salesforce traded at $243.11, up 24.17% over the past month but down 7.58% year to date, at roughly 15 times forward earnings. A newer market snapshot cited 34 Buy, six Strong Buy and 14 Hold ratings, with a consensus target of $278.93, while an earlier snapshot recorded 28 Buys, 10 Holds and one Sell and a $272.54 target. Execution on Agentforce adoption and the integrations of Informatica, Contentful and Fin remain key tests of the re-rating thesis.