Salesforce Stock: Analysts Spot Value as AI Strategy Takes Shape

Market attention is turning to Salesforce as it launches a comprehensive new initiative aimed at accelerating enterprise adoption of artificial intelligence. The move comes alongside analysis suggesting the stock, which has lagged behind sector peers, may be poised for a recovery.

This week, Salesforce introduced its "AI Fluency Playbook," a strategic framework designed to help organizations deploy autonomous AI agents into complex business workflows. The program directly targets a key barrier to implementation: workforce readiness. According to the company's internal data, 85% of employees at client firms now express confidence in using AI tools, creating a ripe environment for the playbook's rollout.

The underlying strategy represents a significant shift toward consumption-based revenue models tied directly to usage of the company's Agentforce platform. Market experts identify this transition as the primary anticipated growth driver for Salesforce's fiscal year 2027. In a complementary move to bolster its ecosystem, the company expanded its startup program into Sri Lanka last Friday, signaling a deeper push into emerging technology markets across South Asia.

Valuation Presents a Potential Opportunity

Despite a 2.1% share price decline on Thursday, optimistic analyst commentary is growing. Zacks Investment Research recently highlighted Salesforce as one of two "beaten-down tech stocks with recovery potential," citing several key factors.

Should investors sell immediately? Or is it worth buying Salesforce?

• Attractive Valuation: The stock currently trades at a forward price-to-earnings (P/E) ratio of 22.6 based on expected earnings, which sits below the industry average of 23.0.
• Strengthening Profitability: Improved cost discipline has recently supported the company's operational margins.
• Solid Growth Outlook: For fiscal year 2026, the market anticipates revenue of approximately $41.5 billion, representing expected growth of 9 to 10 percent.

Having underperformed the broader tech rally in 2025 with a decline of roughly 20%, the stock's current valuation is viewed by some as creating room for a potential rebound.

Forthcoming Earnings to Serve as Key Test

The crucial test for this strategy will arrive on February 25, 2026, when Salesforce reports its fourth-quarter and full-year 2026 results. Analysts are projecting earnings per share (EPS) of $3.05 for the final quarter. A central unanswered question is whether the new AI tools will demonstrably generate incremental sales—a proof point the market will be seeking in the coming months.

From a technical perspective, the shares are hovering near their 50-day moving average around the $250 level. Successfully maintaining support at this price point, coupled with positive early signals regarding the adoption of the AI Fluency Playbook, could provide fresh momentum. The initial uptake rate of the new program is likely to act as an early indicator for the renewal cycles of Agentforce contracts in the first quarter of 2027.