Goldman Sachs·2026-10-21CompanyBuy$271AMERICAS TECHNOLOGY: SOFTWARE Braze is differentiated technology; Salesforce questions will center on stack integration and expanding the TAM
Morgan Stanley·2026-10-20CompanyEqual-weight$235Salesforce, Inc. Braze Leaning Back Into Acquired Growth
BofA Securities·2026-10-12CompanyUnderperform → Buy▲$160 → $285▲Salesforce Inc (CRM.US) Upgrading to Buy: a sound strategy that addresses the AI risks and opportunities
Morgan Stanley·2026-10-26ThematicSoftware Token Thoughts – How Will Rising Open-Weight Model Adoption Impact Software
Morgan Stanley·2026-10-12SectorUS Tech 3Q26 CIO Survey — Better Budgets, Still Waiting for a Broader Inflection
Goldman Sachs·2026-10-06SectorAmericas Technology: Software,Front Office Takeaways post Gong Celebrate 2026
Bernstein·2026-10-02SectorUnderperform$195Global Software How do the AI Labs and neoclouds impact Cloud (IaaS PaaS)