Does the next jewel of Wall Street?: Investors highlight an action linked to AI with Suba potential

In an environment where technological actions They monopolize the news by valuations that many analysts consider exaggerated, Hoh exceptions that still offer real value. One of them, according to Morningstar, is Salesforce, The American firm that transformed the sector with its software model as a service (SAAS) and today stands out for its solidity and growth potential.

The aSalesforce currently trades 27% Below its intrinsic value, estimated by the firm at US $ 325 per title. “While artificial intelligence becomes the new growth engine for the sector, Salesforce maintains a reserved but forceful strategy,” they stand out from Morningstar.

It is no accident: Salesforce was a pioneer in integrating AI capabilities into its platform with the launch of Einstein almost a decade ago. Since then, this bet has deepened with new solutions such as Agentforcewhich incorporates generative in commercial experience, and with acquisitions such as the recent purchase of Computingwhich strengthens its domain in data management and analysis.

Thanks to this approach, Morningstar included it among the “actions for the next phase of the rise of artificial intelligence”, And he considers it one of the six best stock opportunities in July, designed for long -term investors.

Salesforce: Competitive strength and entry barriers

One of the main attributes that analysts value in Salesforce is their “Wide Moat”, or sustainable competitive advantage. This is mainly due to the high cost costs facing the companies that use their integrated solutions. Products like Sales cloud, Service Cloud and Salesforce Platform represent, According to the firm, true “Crown jewels”, with entry barriers very difficult to overcome.

Besides, Salesforce dominates around 30% of the sales automation market, A segment still expanding, marked by its high fragmentation and double -digit sustained growth. This domain, together with the integration of solutions in key areas such as marketing, customer and analytical service, allows you to generate internal synergies that reinforce your value proposition.

Growth projections for Salesforce

Facing the next few yearsMorningstar projects an annual growth of 8% in income up to 2030with a notable improvement in the operating margins, which would go from the current 31% to be located in the high range of 30% towards the end of the decade.

With these foundations, A fair value of US $ 325 per share is calculated, which implies a multiple EV/sales of 7 times by 2026a adjusted per of 29 times and a return of the free cash flow of 4%. In other words, Salesforce is still undervalued in relation to its real potential.

The risks of action

Not everything is certain. One of the strategic risks indicated is the strong dependence of the founder and CEO, Marc Benioff, key figure in the vision and course of the company. His eventual departure would be a true leadership test.

To this is added the exposure of the company to SAles Cloud as the main income engine. A prolonged deceleration in this unit could affect its stock market performance. As for AI, although agentforce is promising, analysts warn that they must still demonstrate whether to position themselves as a real differentiator or if it will remain as another tool in a highly competitive market.

In a sector dominated by grandiloquent promises and expectations difficult to sustain, Salesforce represents a discreet but powerful alternative. With a consolidated trajectory, a clear strategy and a reasonable assessment, it is emerging as one of the most serious and silent bets of technology for the coming years.