$Salesforce.com(CRM)$ $SPDR S&P 500 ETF Trust(SPY)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$ Salesforce's forward P/E is under 10 now, which is a pretty compelling valuation.
It's deeply oversold, and there's a significant gap to analyst price targets. Agentforce ARR is growing rapidly, and deal volume is at record levels. The Agentic Work Units metric points to solid actual usage.
Revenue reacceleration seems to be on the horizon, and the company is doing record buybacks at depressed prices. The backlog of over $67 billion provides good revenue visibility.
Margins are expanding while the company is still growing. It holds a dominant market position with around 150,000 customers and what looks like a durable moat.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments