Stock to Buy Before Its Revenue Accelerates in the Back Half of 2026

Salesforce is positioned for AI-driven revenue growth, with Agentforce and Data 360 driving a combined $3.4 billion in annual recurring revenue, up more than 200% year over year and including $1.1 billion from the Informatica acquisition. Organic growth runs near 100%, with Agentforce surpassing a $1 billion annualized run rate as AI services expand across platforms. AI revenue remains a small slice of total sales but is a meaningful growth engine, setting up a revenue acceleration into the second half of fiscal 2027. Management raised full-year guidance to $45.9–$46.2 billion in revenue and $14.06–$14.12 in EPS, with ~11% expected annual growth through 2030 and a $27 billion accelerated share repurchase. The stock trades under 12x earnings at the midpoint, reinforcing AI-driven momentum as a profitability catalyst.