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Source document· February 23, 2026

Salesforce: Boring on the Surface, Dangerous to Ignore

View original at finance.yahoo.com
Salesforce: Boring on the Surface, Dangerous to Ignore This article first appeared on GuruFocus. Looking at the current state of the tech market, I see a fascinating disconnect between reality and sentiment…
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  • More than half of the new bookings for AI products (Agentforce and Data Cloud) are coming from existing customers

    80% confidence

  • Management noted that for the first time in years, the deal size for new business is growing faster than the deal size for existing business renewals

    80% confidence

  • Management signaled they are going to accelerate share buybacks in the second half of the fiscal year

    80% confidence

  • The narrative has been dominated by fears that artificial intelligence will disrupt Salesforce's business model

    80% confidence

  • If the stock simply re-rated to its average historical P/E multiple of around 22x, the price would jump to over $280

    80% confidence

  • The market is treating Salesforce like a boring legacy company that has seen its best days

    80% confidence

  • Salesforce is successfully selling the AI agents themselves, opposite to fears that AI will replace human workers and shrink revenue

    80% confidence

  • Rating Salesforce as 'Strong Buy' with expected fair value of roughly $314 per share

    80% confidence
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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Salesforce: Boring on the Surface, Dangerous to Ignore — Source | Via News | ViaNews Market