** Salesforce CRM.N on Wednesday forecast Q2 revenue below Wall Street estimates, with concerns about AI disrupting traditional software demand offsetting its better-than-expected first-quarter results

** Shares were down 1.67% at $174.55 premarket

AI RISING, MARKET CAUTIOUS

** Barclays ("overweight," PT: $286) says it "sees CRM as a wait-and-see story in the short term"

** Adds, outlook remains uncertain, but expects stronger H2 growth, supported by rising AI contributions to help improve investor sentiment toward CRM

** Morgan Stanley ("overweight," PT: $287) says co's strong positioning in GenAI remains underappreciated, despite market skepticism, with current valuation and the prospect of near‑term subscription growth acceleration offering support

** Wedbush ("outperform," PT: $325) sees Agentforce and a strong pipeline supporting potential growth acceleration in H2 FY27

** Raymond James ("strong buy," PT: $290) says optimism in key products is unlikely to materially shift investor views on the timing of a potential acceleration, though the sharp rise in AWU's (agentforce weekly users) points to expanding adoption