Wall Street Bullish on AI Stocks: Salesforce, HubSpot, and Monday.com Poised for Growth
Wall Street analysts are projecting significant upside for three under-the-radar AI plays, with Salesforce (CRM) leading the pack at a consensus 45% price target upside. The bullish outlook follows Big Tech's announced $364 billion AI infrastructure spend for 2025—a rising tide that lifts specialized SaaS providers.
Salesforce's pending acquisition of Informatica signals its aggressive push into AI-powered data management, with some analysts forecasting 84% upside. HubSpot (HUBS) and Monday.com (MNDY) similarly benefit from enterprise adoption trends, carrying 30%+ projected returns.
The projections underscore a divergence between consumer-facing AI applications and the profitable infrastructure layer. As cloud providers race to deploy capital expenditures, middleware providers stand to capture disproportionate value.