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

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• Management expects investors to see revenue acceleration in the second half of 2027, sooner than previously anticipated

  60% confidence

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

  60% confidence

• Agentforce sales increased 169% year over year to $800 million last quarter

  60% confidence

• Revenue will climb to $63 billion by fiscal 2030, implying annualized revenue growth of 11% over the next four years

  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

• 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

• 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

• Net new annual order value (AOV) growth increased in the second half of fiscal 2026 relative to the second half of 2025

  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

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