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Why Analysts Still See Big Upside in Salesforce After the SaaS Scare
Written by Thomas Hughes. Originally Published: 2/16/2026.
Key Points
- Salesforce’s pullback has analysts debating risk versus opportunity, but most price targets still imply notable upside.
- The company’s AI strategy centers on unifying data and execution through Data Cloud and Agentforce, plus broad model partnerships.
- Valuation, upcoming earnings, and guidance are positioned as the key swing factors for the stock.
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Salesforce (NYSE: CRM) stock has dropped significantly, creating a deep-value opportunity amid this year's broad sell-off in software stocks. But the notion of a software-as-a-service (SaaS) apocalypse is overblown, and analysts are taking note. While AI threatens some SaaS vendors, not all are equally at risk. Leading AI model providers are expanding into new verticals, and many SaaS companies are themselves leaning into AI to deliver more value to customers.
Salesforce has been a leader in AI, machine learning, and automation for years. Its Data Cloud and Agentforce combination creates a unified platform for CRM data, data management, AI-powered insights and execution. For businesses, that translates into an automated, end-to-end CRM platform that drives internal and external efficiencies. Salesforce has also partnered with the major AI model providers, integrating model access and applications across its platforms.
Analysts Trim Targets; Market Overreacted
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Analyst activity contributed to Salesforce's share decline, as some analysts trimmed price targets in late 2025 and early 2026. However, the market has overreacted, pushing the stock below most analysts' lowest targets. Mid-February upside ranges from roughly 15% at the low end to as much as about 70% at the high end of consensus.
Although the revision trend suggests some downside risk relative to prior consensus, the $221 low-end target appears to be an outlier; most targets fall between $235 and nearly $400. The takeaway: analysts are uncertain, but many still see moderate to strong double-digit upside potential.
Recent commentary includes updates from Wedbush and analyst Dan Ives. Ives said the SaaS sell-off is overdone and called it a "table-pounding" buying opportunity for select SaaS names. He views Salesforce not as an AI loser but as a core participant in the AI revolution and has re-added it to the portfolio of the Dan Ives Wedbush AI Revolution ETF (NYSEARCA: IVES).
Institutional behavior underpins another bullish factor. Institutions—who own roughly 80% of the shares—have been net buyers in 2026. MarketBeat data shows institutional buying at about a 2-to-1 pace over the trailing 12 months, a trend that continued into early 2026. That creates a supportive base even as the share price has fallen. Short interest has ticked up in recent months but remains too small to exert meaningful pressure; short-sellers have not aggressively added into the weakness.
Underappreciated Salesforce Could Deliver Triple-Digit Gains on Valuation Alone
Whether or not disruption arrives, Salesforce's revenue and earnings outlooks remain solid, and the market appears to be undervaluing the company. Current analyst estimates imply a multiple near 16x this year's earnings and under 7x the 2035 forecast. If the stock were to re-rate toward typical blue-chip tech multiples (around 30x current-year earnings), price gains of 200% to 400% could be possible over time. The missing ingredient is a catalyst, which could come from the upcoming earnings release and guidance.
The Q4 fiscal 2026 earnings report is due in late February and may outperform consensus. Analysts have been raising estimates, but the consensus growth forecast remains in the single digits despite the company forecasting acceleration into the double digits. Guidance will be a critical catalyst: any clear sign of acceleration or weakness could move the stock materially.
Price action has been volatile. Shares fell to fresh lows in early February and could test lower levels, but mid-February trading shows indecision that may indicate a floor. Near-term resistance is around $195 and $225, while key support sits near $180.
Synopsys: Long-Term Opportunity Outweighs Near-Term Headwinds
Written by Leo Miller. Originally Published: 2/27/2026.
Key Points
- NVIDIA-backed Synopsys has struggled as of late, but still maintains a dominant position in a key part of the semiconductor industry.
- The firm's Ansys acquisition is progressing, with new product monetization set for 2027.
- Synopsys' long-term outlook remains positive, with the stock trading at depressed valuation multiples compared to its history.
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Electronic design automation (EDA) stock Synopsys (NASDAQ: SNPS) has struggled over the last several months. While EDA revenue growth remains healthy, the firm's design IP revenue is declining — in part because one of Synopsys's largest semiconductor customers, Intel (NASDAQ: INTC), has faced headwinds. In addition, Synopsys received regulatory approval for its roughly $35 billion acquisition of Ansys, a deal that has been a near-term profitability drag.
There are reasons to be optimistic. Synopsys is a dominant player in EDA, a technology critical for semiconductor design. The Ansys acquisition expands the company's total addressable market from chips to full-system development. And NVIDIA (NASDAQ: NVDA) invested $2 billion in the firm, signaling confidence in the combined business.
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Click here now to see the full reportBelow we review Synopsys's latest financial results and the implications of the Ansys deal to assess the company's outlook.
SNPS Posts Beats, But Shares Falter Anyway on Lackluster Guidance Increase
In fiscal Q1 2026, Synopsys reported revenue of $2.41 billion, slightly above consensus of $2.39 billion. (The company's fiscal calendar differs from the calendar year.) Year-over-year revenue jumped about 66%, largely driven by the Ansys acquisition rather than purely organic growth.
Adjusted earnings per share (EPS) rose 24% to $3.77, topping the company's guidance and exceeding expectations of $3.56 (which implied roughly 17% growth).
On an organic basis, EDA sales increased 12% — a respectable but not spectacular result. Design IP revenue declined 6%, which management characterized as part of a "transition year" for that segment. Still, that 6% decline was the best performance for Design IP in five quarters; in three of the previous five quarters, declines exceeded 15%.
Despite the beats, Synopsys shares fell about 5% after the release. Several factors contributed. First, despite beating adjusted EPS by more than $0.20 in Q1, the company raised the midpoint of its full-year EPS guidance by only $0.06, suggesting management does not expect the Q1 tailwinds to persist. Second, NVIDIA reported on the same day and experienced a sell-off; given NVIDIA's central role in the semiconductor ecosystem, that likely weighed on Synopsys as well.
Ansys: Near-Term Profitability Headwind
The Ansys acquisition has materially affected Synopsys's GAAP profitability since the deal closed. In fiscal Q2 2025, Synopsys's GAAP operating margin was 23.5%; by fiscal Q4 2025 it had fallen to about 5.4% as the company absorbed Ansys's costs before realizing meaningful product or cost synergies.
There are early signs of recovery: GAAP operating margin improved by roughly 300 basis points in the latest quarter to 8.4%, suggesting the profitability rebound may be beginning.
The more meaningful benefits should arrive over the medium to long term. Synopsys expects roughly $400 million of cost synergies by year three of the merger and about $400 million of revenue synergies by year four. To reach those targets it will need to streamline operations, reduce headcount where appropriate, and develop combined products. The company plans to launch joint products in 2026 and begin monetizing them in fiscal 2027.
Ansys: Major Long-Term Addressable Market Tailwind
Higher revenues plus lower costs would go a long way toward restoring Synopsys's profitability. Over the longer term, the Ansys deal is especially compelling.
Synopsys's EDA tools help design chips — the "brains" of computing systems — but modern products increasingly integrate those chips into complex physical systems such as autonomous vehicles, drones, and robots. These systems face physical constraints like size, power consumption, and thermal limits. Synopsys argues it's inefficient to design the "brain" and the "body" of complex systems separately.
With Ansys's physics simulation software, engineers can model how physical limitations will affect a system before building it. That reduces the risk of designing a chip and the supporting hardware independently and discovering integration problems later. Fewer costly mistakes should encourage adoption of Synopsys's integrated software suite. As technology complexity grows, Synopsys stands to benefit from a larger addressable market for complete system design.
SNPS: A Long-Term Tech Winner
Despite recent underperformance, Synopsys's long-term prospects remain strong. The stock currently trades at a forward price-to-earnings ratio near 28x, below its three-year average of about 36x.
This discount to historical multiples increases the appeal of the long-term opportunity for investors who are comfortable looking past near-term integration and cyclical challenges.
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