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Source document· March 23, 2026

Once-in-a-Decade Opportunity: 1 AI Software Stock to Buy While It's Still Down

View original at nasdaq.com
Once-in-a-Decade Opportunity: 1 AI Software Stock to Buy While It's Still Down Key Points Salesforce's AI business is scaling rapidly, with Agentforce reaching annual recurring revenue of $800 million…
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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 stock seems like a smart buy now considering its relatively modest valuation alongside improving AI-powered growth indicators

    60% confidence

  • Stock Advisor's total average return is 898%, compared to 183% for the S&P 500

    60% confidence

  • More than 60% of Agentforce and Data 360 bookings were from existing customers

    60% confidence

  • The 10 best stocks for investors to buy now do not include Salesforce

    60% confidence

  • Salesforce expects organic subscription and support revenue growth to reaccelerate in the second half of fiscal 2027

    60% confidence

  • All the top 10 deals secured by Salesforce in the fourth quarter included Agentforce

    60% confidence

Data points we hold from this source

Salesforce · remaining performance obligations72.4 USD
Salesforce · current rpo growth16 percent
Salesforce · current rpo35.1 USD
Salesforce · agentforce data360 arr growth200 percent
Salesforce · agentforce data360 combined arr2.9 USD
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
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Once-in-a-Decade Opportunity: 1 AI Software Stock to Buy While It's Still Down — Source | Via News | ViaNews Market