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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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What we drew from this source

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

    80% confidence

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

    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

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

    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

  • More than half of the new bookings for AI products (Agentforce and Data Cloud) are coming from existing customers

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise AI Agents Scale Up Through Partnerships and Funding, But Data Readiness Lags Ambition
A wave of vertical AI-agent startups (Swarm, Veridox, Avallon AI, DA2, F2, Earthian, Meanwhile, Covecta, Penguin AI, Maisa AI) is being funded and profiled just as major infrastructure players — Microsoft/Mistral, Siemens/NVIDIA, and Manulife/Microsoft — cement enterprise AI governance and compute partnerships. Yet a Google Cloud report shows AI agents still lack access to the majority of company data (only 45% on average), and insider selling at incumbent C3.ai signals investor caution even as adoption intent (100% planned agentic AI use within two years) races ahead of actual data infrastructure.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
We flag conflicts openly ›
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Salesforce: Boring on the Surface, Dangerous to Ignore — Source | Via News | Via News