Salesforce Watch posted an update
Bank of America has upgraded Salesforce from Underperform to Buy, lifting its price target from $160 to $285.
Why it mattersThe change of heart turns on a question familiar to software companies: will AI make their products easier to bypass, or more valuable?
Discuss: BofA argues AI could make big businesses more dependent on platforms such as Salesforce. Is that a convincing case for the software incumbents, or could customers still move to AI-native alternatives?
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