Salesforce's valuation has fallen even as earnings nearly doubled. Two years ago it earned $5.56 a share and traded at 39 times earnings; today it earns $10.96 a share at 18 times. x.com 

Salesforce looks driven by real earnings growth rather than a re-rating, making it a fresh bet on software. Per a @newsinvesting outlook the post quotes, Salesforce shows a genuine earnings inflection and triple-digit Agentforce growth, not just multiple expansion. x.com 

Salesforce is no longer cheap enough given how much wallet share core CRM is losing. Organic growth only matches nominal GDP despite a massive increase in agentic spending, and large enterprises increasingly see Salesforce as a data pipe for their own custom agents, an ex-growth business that deserves a low multiple. The Informatica acquisition doubles down on that weak model. Salesforce was too cheap at 12x non-GAAP earnings, but near high-teens it is fair, and terminal risks have not abated. … Show more

Salesforce has serious tail upside from explosive growth in agentic AI use, while its 16x P/E prices in only decline, which justified its 20% rally. x.com 

Salesforce now has a fundamental catalyst to go with its technical recovery: a big EPS beat and an expanded Anthropic partnership launching Claudeforce. Claudeforce lets sales teams pull Salesforce data, draft emails, update CRM records and run sales actions directly in Claude, with 37 prebuilt Sales Skills in testing and a wider preview next month. The chart was already repairing amid a software rebound, with positive gamma exposure in options; breaking resistance would open more upside. x.com 

Salesforce's only bull case is valuation and buybacks, and its 20% drop over five years happened for a reason. Even at about 18x earnings, down from 39x two years ago per @qualtrim, a PEG ratio of 2 means it is not cheap by any means. @StockMarketNerd notes the share count fell 15% year over year on accelerated buybacks, alongside a raised organic growth guide. x.com  x.com 

Salesforce is being treated as a slow, outdated software company even as it keeps growing recurring revenue, expanding margins and converting its massive customer base into earnings. Its latest quarter delivered 16% cRPO growth and a 52% jump in GAAP EPS. The narrative changes when Agentforce and its wider AI strategy become a measurable revenue driver rather than another product announcement. x.com 

Salesforce, at the forefront of CRM for decades, is far likelier to build an even better product for the AI era than companies are to build their own CRM, making it the favorite SaaS name. The case examines what it would take for Salesforce to compound about 27% a year over the next five years. x.com  x.com  x.com 

Salesforce's $25 billion accelerated buyback leans on debt in a way that risks leveraging its future, as happened at Fiserv. Fiserv cut its share count 21.5% with debt-funded buybacks averaging $167 a share, and now trades under $60 as growth fell. Salesforce can afford this round with $14 billion of free cash flow, but growth is slowing to single digits, AI isn't yet transforming its ecosystem, and its goodwill-heavy book limits deals. The risk is that multiples compress and it doubles down. … Show more

Salesforce's strong free cash flow and healthy balance sheet support its setup as enterprise AI adoption, Agentforce and AI-driven workflow automation advance. Its earnings gap on four times average volume has been followed by a tightening formation. x.com  x.com