Salesforce Downgraded: Analysts Find Agentforce Strategy Lacking

Salesforce's new AI platform Agentforce has led to a downgrade in its stock valuation after failing to meet analyst expectations. The move reflects waning confidence in the company's digital transformation strategy. Agentforce, designed to integrate into customer workflows, faced skepticism in the market, resulting in a 15% decline in share price.

■Merrill Lynch analysts adjusted their target price to $185 from $210, citing insufficient competitive edge.

■JPMorgan highlighted that returns from AI investments fell short of anticipated benchmarks.

■Market reaction showed modest volatility in European equity indices.

■The company's Q3 revenue guidance deviations heightened investor risk perception.

Piyasalar, yapay zeka yatırımlarının kısa vadeli getirileriyle uzun vadeli stratejiler arasındaki farkı yeniden değerlendiriyor. Salesforce'in Agentforce hataları, sektördeki diğer entelektüel yatırımların gelecekteki performansını da etkileyebilir.