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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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What we drew from this source

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

    60% confidence

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

    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 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

  • Stock Advisor's total average return is 898%, compared to 182% for the S&P 500

    60% confidence

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

    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 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

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

    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

Data points we hold from this source

Salesforce · ev to ebitda10 multiple
Salesforce · annual recurring revenue ai2.9 USD
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
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
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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