What happened
BofA analyst Tal Liani double-upgraded Salesforce to buy from underperform and set a price target of 285, as the stock climbed and has retreated 13% in 2026.
Why it matters
The upgrade rests on improving trends for monetizing AI products, and Liani sees Salesforce as offering one of the most comprehensive approaches to enterprise AI.
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The call is notable for its size: Tal Liani moved Salesforce straight from underperform to buy rather than nudging the rating up one notch. That jump came as the stock climbed, and after it had retreated 13% in 2026 — a gap between the share price's recent run and BofA's new target of 285.
The stated reason is AI monetization. Liani's view is that Salesforce offers one of the most comprehensive approaches to enterprise AI, which is what the bank is now pricing into the stock. Investors will be watching whether that view of Salesforce's AI products translates into the kind of results that justify the reversal.
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