Is Salesforce or ServiceNow a Better Stock to Buy Right Now?
View original at finance.yahoo.comIs Salesforce or ServiceNow a Better Stock to Buy Right Now? Software stocks spent the first part of 2026 among the market's weakest names…
What we drew from this source
The claims Via News extracted from this document. We point to the source; we don't replace it.
Salesforce's Q1 FY2027 revenue growth of 13% was an acceleration from the 9% growth reported two quarters earlier, though part of that lift came from the Informatica acquisition
60% confidenceAfter a roughly 30% year-to-date decline, Salesforce now trades at a price-to-earnings ratio of about 22, which represents a reasonable valuation
60% confidenceAnnual recurring revenue from Agentforce surpassed $1 billion for the first time, up 205% year over year
60% confidenceInvestors worried that AI agents would chip away at the per-seat licensing model on which much of enterprise software is built, driving the sector's early-2026 selloff
60% confidenceSlack was nearly half of Salesforce's million-plus customer wins in Q1 FY2027, up 80% year-over-year
60% confidenceSalesforce guided full fiscal year 2027 revenue of approximately $45.9 billion to $46.2 billion, representing approximately 11% total growth, of which only about 8 percentage points is organic with Informatica contributing the remainder
60% confidence
Data points we hold from this source
| Salesforce · margin | 34.8 percent |
| Salesforce · margin | 32.3 percent |