2 AI Stocks With 85% and 70% Upside to Buy During a Software Bear Market

While SaaS stocks have been hammered due to AI concerns, ServiceNow and Salesforce are well-positioned to thrive as AI orchestration platforms. ServiceNow's CMDB serves as the heart of customer infrastructure, while Salesforce's data mastery positions it as an ideal AI agent launch platform. Both stocks offer significant upside potential despite sector headwinds.

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Publisher: The Motley Fool

Author: Geoffrey Seiler

Categories: Equities, Earnings, M&A, Technology, AI, Semiconductors

Tickers: NOW, CRM, PLTR, BABA

Sentiment: Positive — Company is well-positioned as an AI orchestration layer with its CMDB at the center of customer infrastructure. Revenue growth around 20% with potential 85% upside based on 10x P/S valuation multiple. Proactively positioned for agentic AI era with Data 360 and Informatica acquisition creating a master data platform. Projected 11% CAGR through 2030 with 70% upside potential based on 6x P/S valuation.

Keywords: AI stocks, SaaS bear market, software stocks, AI orchestration, agentic AI, configuration management database, data governance

Insights:

• NOW: Positive: Company is well-positioned as an AI orchestration layer with its CMDB at the center of customer infrastructure. Revenue growth around 20% with potential 85% upside based on 10x P/S valuation multiple.
• CRM: Positive: Proactively positioned for agentic AI era with Data 360 and Informatica acquisition creating a master data platform. Projected 11% CAGR through 2030 with 70% upside potential based on 6x P/S valuation.
• PLTR: Neutral: Mentioned as one of few SaaS companies to see growth acceleration due to AI tailwinds, but no detailed analysis provided in the article.

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