Analysts’ Opinions Are Mixed on These Technology Stocks: Salesforce (NYSE: CRM), Porch Group (NASDAQ: PRCH) and Oracle (NYSE: ORCL)We maintain our FY26-28E earnings forecast largely unchanged, and also keep our target price of US$388.0 based on 21x FY26E EV/EBITDA. Investors’ concerns about AI disrupting the enterprise SaaS business model are weighing on short- term sentiment. That said, we remain positive on Salesforce’s value proposition, supported by its data cloud infra and Agentforce solutions. Maintain BUY. 2QFY26 cRPO ahead of previous guidance. cRPO grew by 11% 1% ahead of previous guidance, mainly driven by 1) strong performance in the small and mid-market businesses; 2) strong sales execution in technology, communication and media sectors. Sales/ service/platform & other/marketing & commerce/integration & analytics cloud revenue was up by 9/9/17/4/13% YoY in 2QFY26.
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