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Source document· March 27, 2026

This Software Company Is Betting $25 Billion That Its Stock Is Severely Undervalued Right Now

View original at nasdaq.com

This Software Company Is Betting $25 Billion That Its Stock Is Severely Undervalued Right Now Key Points Slowing revenue growth and AI fears have cut this stock's earnings multiple over the last few years…

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Management expects investors to see revenue acceleration in the second half of 2027, sooner than previously anticipated
60% confidence
The highest-quality SaaS companies with wide moats could find AI more of a friend than a foe, making the current sell-off a massive buying opportunity
60% confidence
Management expects enterprise adoption of AI to increase token usage, creating opportunity to sell additional credits or unlimited access while keeping prices stable as cost per token declines
60% confidence
The 10 best stocks for investors to buy now do not include Salesforce
60% confidence
Revenue will climb to $63 billion by fiscal 2030, implying annualized revenue growth of 11% over the next four years
60% confidence
Total annual recurring revenue tied to AI efforts (Agentforce, Data 360, and Informatica cloud) stood at $2.9 billion as of the end of the year
60% confidence
Management sees potential for AI to expand addressable market as agentic capabilities increase ROI, encouraging more companies to buy more licenses
60% confidence
Stock Advisor's total average return is 898%, compared to 182% for the S&P 500
60% confidence
Management expects to produce an adjusted operating margin around 40% by fiscal 2030, resulting in average operating income growth of around 15.5% over the next four years
60% confidence
Agentforce sales increased 169% year over year to $800 million last quarter
60% confidence
Net new annual order value (AOV) growth increased in the second half of fiscal 2026 relative to the second half of 2025
60% confidence

Data points we hold from this source

Salesforce · ev to ebitda	10 multiple
Salesforce · annual recurring revenue ai	2.9 USD