Salesforce is Completely Underrated.
Benioff is currently being punished for grand statements and political missteps. But when AI revenues take off, mockery will turn into greed.
The increase in the long-term forecast marks a clear pivotal point.
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The stock is trading at its lowest valuation level in almost 10 years (EV/FCF < 20, PEG ≈ 1). The market is too pessimistic and impatient: While AI revenues are growing slower than Benioff’s grand statements might suggest – Salesforce has 150,000 enterprise customers, a leading CRM market position, and a powerful data cloud base. In 2026/27, the demand for autonomous agents, voice control, and industry-specific AI will explode – precisely where Salesforce already has the infrastructure. Benioff may sound over the top, but the story is...
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