Salesforce: AI Agent 'Delayed', Has the SaaS Leader Become a Value Stock?

The SaaS leader $Salesforce(CRM.US), announced its Q3 FY2026 financial results (ending October 31) after the US stock market closed on December 4. The performance for the quarter was not good, with most key metrics falling short of market expectations. The relatively comforting aspect is that leading indicators (cRPO and new orders) showed a slight improvement on a low base. The highlight is that the company guided for significant growth improvement in the next quarter, mainly due to the consolidation impact of the acquisition of Informatica. Specifically: 1. Overall revenue growth continues to slow down...