Is Salesforce or ServiceNow a Better Stock to Buy Right Now?

O que extraímos desta fonte

The claims Via News extracted from this document. We point to the source; we don't replace it.

• Annual recurring revenue from Agentforce surpassed $1 billion for the first time, up 205% year over year

  60% confidence

• After a roughly 30% year-to-date decline, Salesforce now trades at a price-to-earnings ratio of about 22, which represents a reasonable valuation

  60% confidence

• Slack was nearly half of Salesforce's million-plus customer wins in Q1 FY2027, up 80% year-over-year

  60% confidence

• Salesforce guided full fiscal year 2027 revenue of approximately $45.9 billion to $46.2 billion, representing approximately 11% total growth, of which only about 8 percentage points is organic with Informatica contributing the remainder

  60% confidence

• Salesforce's Q1 FY2027 revenue growth of 13% was an acceleration from the 9% growth reported two quarters earlier, though part of that lift came from the Informatica acquisition

  60% confidence

• Investors worried that AI agents would chip away at the per-seat licensing model on which much of enterprise software is built, driving the sector's early-2026 selloff

  60% confidence

Data points we hold from this source