Salesforce (NYSE:CRM) at Fire-Sale Prices? Cantor Analyst Calls It ’All-Time Low Multiple’ Bargain
Wall Street wakes up to a screaming deal—or another value trap?
Cantor Fitzgerald’s latest note jolts the market: Salesforce stock trades at historic discount. 'All-time low multiple,' they declare, as if CRM just hit the clearance rack at a dying mall.
The Numbers Don’t Lie (Until They Do)
No fresh figures here—just the cold calculus of a beaten-down SaaS giant. At these multiples, even the suits are whispering 'buy.' But remember: 'Undervalued' is just 'overhyped' wearing a discount tag.
Tech’s Ugly Duckling or Future Cash Cow?
Active pipelines, cloud dominance, yada yada—same story since 2018. Yet here we are, debating whether it’s a steal or a relic. The street’s verdict? A shrug and a spreadsheet.
Closing thought: Nothing moves slower than a Wall Street 'buy' rating... except maybe Salesforce’s stock price.
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He noted that Salesforce is deeply embedded in enterprise operations, which should support steady revenue growth and strong free cash FLOW over time.
Also, VanVliet acknowledged market concerns around AI-driven disruption but argued that these fears are creating a compelling risk/reward setup for investors willing to hold through volatility.
“At 16x price-to-next-twelve-months FCF, CRM is trading near its all-time low multiple,” he said. The analyst added that a 20 to 25x multiple WOULD be more fitting for a company with Salesforce’s quality, margin expansion potential, and FCF growth.
Strategic Acquisitions Fuel Growth
Salesforce’s growth strategy continues to lean heavily on acquisitions that expand its platform capabilities and customer reach. Over the past few years, the company has made several purchases, including Doti, Tableau, and MuleSoft.
A major focus is on building an “agentic” AI stack to power autonomous AI agents. Acquisitions such as Informatica (INFA), Convergence.ai, and Bluebirds help in building this capability by providing the data and AI talent.
With these moves, CRM aims to strengthen its position as the go-to cloud-based CRM and enterprise collaboration suite.
Is CRM a Buy, Sell, or Hold?
Turning to Wall Street, CRM stock has a Moderate Buy consensus rating based on 30 Buys, nine Holds, and one Sell assigned in the last three months. At $328.14, the average Salesforce stock price target implies a 34.63% upside potential.
