Salesforce is moving from traditional seat-based SaaS pricing to a metered, usage-based model focused on workflow, aiming to become the key metering layer for enterprise software. In Q1 FY27, the company reported 13% revenue growth, a 34.8% non-GAAP operating margin, and $6.6 billion in free cash flow. Its newer data and agentic software layers are growing three times faster than legacy applications, supported by innovations like audit-lineage and zero-copy federation that create competitive advantages. Analysts see a fair value of $237.59 per share, suggesting 44% upside, though risks include cost of goods sold for inference, potential cannibalization of seat licenses, and concentrated adoption.
Salesforce's stock has fallen over 40% since January, reaching multi-year lows, even as the company reports accelerating revenue growth and plans further top-line gains in the second half of 2027. Its Agentforce annual recurring revenue is growing at...
Salesforce's shares have dropped for 14 consecutive days, marking their longest losing streak since 2004, with a total decline of 28%. Investors are concerned about the company's ability to leverage artificial intelligence effectively, especially fol...
