At YourDailyAnalysis, we note – Salesforce shares surged more than 6% in premarket trading after the company unveiled an updated forecast projecting faster revenue growth in the coming years. This announcement helped ease investor concerns that the rapid rise of artificial intelligence could undermine demand for corporate software.
Earlier this year, under the leadership of Marc Benioff, Salesforce reported its first revenue decline in three years – a signal that rattled markets and sent the company’s stock down by more than a quarter since the start of 2025. However, the new forecast – projecting over $60 billion in revenue by 2030 – has shifted the narrative and restored confidence in the company’s long-term growth potential.
Our analysts at YourDailyAnalysis emphasize that the outlook does not yet include the additional boost expected from the planned $8 billion acquisition of Informatica. The deal, set to close in the first half of next year, will strengthen Salesforce’s position in artificial intelligence by integrating Informatica’s advanced data management tools into its cloud ecosystem.
In addition, Salesforce announced a $7 billion share buyback over the next six months. According to J.P. Morgan, this reflects the company’s strong confidence in free cash flow stability and signals a near-term rebound in bookings and revenue growth.
At YourDailyAnalysis, we observe that the new forecast “reshapes the narrative around Salesforce” – shifting investor attention toward sustainable double-digit growth and a stronger long-term margin outlook.
This week, the company also expanded its partnerships with OpenAI and Anthropic, integrating their advanced AI models into the Agentforce 360 platform, which has now been launched globally. Moreover, Salesforce announced plans to invest $15 billion in San Francisco over the next five years to accelerate AI adoption.
We at Your Daily Analysis believe – Salesforce is not merely recovering from a slowdown but setting a new benchmark for the tech sector, combining robust financial results with a strategic focus on AI-driven innovation.
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