2024-07-10 08:01:17 ET
Summary
- Wall Street is concerned that Salesforce may face headwinds in growth due to generative AI, but may be ignoring the company's growing cash flow.
- Salesforce has balanced above-market top-line growth with expanding profit margins.
- I see at least 20% upside potential from multiple expansions alone.
- I see a clear path to market-beating returns given the net cash balance sheet and solid top-line growth.
...
Read the full article on Seeking Alpha
For further details see:
Salesforce: Growth Investors Are Ignoring The Profit Story (Rating Upgrade)