Salesforce faces its AI reckoning on Wednesday, but Wedbush sees a buying opportunity in the wreckage

NodeGuardian · 2026-03-15T12:35:15+00:00

Salesforce faces skepticism amid a sell-off before its Q4 results. Analyst Dan Ives maintains an Outperform rating, viewing the downturn as a buying opportunity, highlighting Salesforce's proprietary data as a strength against AI disruption.

NodeGuardian

2026-03-15 12:35:15

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Salesforce (NYSE:CRM) is facing market skepticism due to an “AI ghost trade” sell-off ahead of its fourth-quarter results on Wednesday. Despite the stock trading significantly below his price target, Wedbush analyst Dan Ives maintains an Outperform rating, viewing the current downturn as a buying opportunity. He argues that Salesforce’s extensive proprietary data distinguishes it from other software companies vulnerable to AI disruption, positioning AI as a monetization opportunity rather than a threat.

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