Salesforce Invests Heavily in 'Agentic AI' by Acquiring Regrello to Eliminate Manual Tasks and Facilitate AI-Driven Automations

Written by Emily J. Thompson, Senior Investment Analyst

META.O-1.3%

CRM.N-0.05%

Source: Benzinga

Updated: Aug 19 2025

0mins

Source: Benzinga

Salesforce Acquisition: Salesforce Inc. has signed an agreement to acquire Regrello, an AI-driven automation platform, as part of its strategy to enhance agentic process automation amid a surge in global mergers and acquisitions.
Integration with Existing Platforms: The acquisition will integrate Regrello's technology with Salesforce's Agentforce and Slack platforms, aiming to transform manual workflows into AI-powered automations.
Transaction Details: The deal is expected to close in Salesforce's third fiscal quarter of 2026, funded through cash reserves without affecting the company's capital return program or fiscal guidance.
Market Context: This acquisition aligns with a broader trend in the tech sector, where $478 billion in technology deals have been recorded globally, representing 24% of total M&A activity this year.

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Intellectia

Analyst Views on META

Wall Street analysts forecast META stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for META is 832.06 USD with a low forecast of 655.15 USD and a high forecast of 1117 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

43 Analyst Rating

36 Buy

6 Hold

1 Sell

Strong Buy

Current: 652.710

Low

655.15

Averages

832.06

High

1117

Current: 652.710

Low

655.15

Averages

832.06

High

1117

Morgan Stanley

Brian Nowak

Overweight

downgrade

$820 -> $750

2025-12-11

New

Reason

Morgan Stanley

Brian Nowak

Price Target

$820 -> $750

2025-12-11

New

downgrade

Overweight

Reason

Morgan Stanley analyst Brian Nowak lowered the firm's price target on Meta Platforms to $750 from $820 and keeps an Overweight rating on the shares. While the firm is "bullish" into 2026, it is lowering its FY26 and FY27 EPS estimates by about 8% each on the back of 5% and 6%, respectively, higher operating expense expectations and now models $33 of FY27 EPS, the analyst tells investors.

Morgan Stanley

Overweight

downgrade

$820 -> $750

2025-12-11

New

Reason

Morgan Stanley

Price Target

$820 -> $750

2025-12-11

New

downgrade

Overweight

Reason

Morgan Stanley lowered the firm's price target on Meta Platforms to $750 from $820 and keeps an Overweight rating on the shares. While the firm is "bullish" into 2026, it is lowering its FY26 and FY27 EPS estimates by about 8% each on the back of 5% and 6%, respectively, higher operating expense expectations and now models $33 of FY27 EPS, the analyst tells investors. Investor sentiment has turned negative, but Meta's revenue runway and innovation are "underappreciated," adds the analyst, who lays out a $1,000 per share "bull case" for the stock.

Mizuho

Outperform

maintain

$815

2025-12-04

Reason

Mizuho

Price Target

$815

2025-12-04

maintain

Outperform

Reason

Mizuho reiterated an Outperform rating and $815 price target on Meta Platforms, saying the firm sees a "significant rally ahead" for the shares. The firm recommends investors add to positions in light of multiple press reports that the company plans to cut up to 30% out of Metaverse spending and was asking managers to identify broader cuts across the company. Metaverse cuts of this magnitude could add roughly $2 per share to the firm's 2026 EPS estimate of $29.50, with Reality Labs losses of roughly $5.85 per share, the analyst tells investors in a research note. The firm suspects some of this development is incremental, but ultimately the plan to cut back in an area viewed as a black hohe alone should give investors more confidence the move to scale up investment in generative AI is not a blank check forever.

BofA

Buy

maintain

$810

2025-12-04

Reason

BofA

Price Target

$810

2025-12-04

maintain

Buy

Reason

BofA reiterated a Buy rating and $810 price target on Meta after Bloomberg reported the company is evaluating up to a 30% reduction in the 2026 Metaverse budget. Since Q3 earnings, when Meta noted that total expenses would grow "significantly" faster in 2026 than in 2025, the stock has been under pressure, the analyst tells investors in a research note. The firm noted that the recent news will likely change assumptions on the magnitude of expense growth downside in 2026/2027 and reinforces the view that Meta remains financially disciplined.

See All Ratings

About META

Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.

About the author

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Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.