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Salesforce Stock Finds Support as AI Momentum Builds
Authored by Thomas Hughes. Article Published: 5/29/2026.
Key Points
- Salesforce reported FQ1 net revenue of $11.31 billion, up 13.2% year-over-year, with adjusted earnings of $3.88 beating consensus by 75 cents.
- Agentforce, Salesforce's agentic AI platform, posted annual recurring revenue growth of more than 200%, signaling strong AI-driven business momentum.
- Institutions own more than 80% of CRM shares and have bought on balance for 10 consecutive quarters, reflecting sustained long-term confidence in the stock.
- Special Report: Elon’s “Hidden” Company
It has taken time, but Salesforce's (NYSE: CRM) bottom may now be behind it, and the stage appears set for a robust rebound. The SaaS apocalypse is not happening; Salesforce continues to gain traction, and its Q1 earnings results suggest that the virtuous cycle of AI is gaining momentum.
The virtuous cycle, driven by the bullish impact of AI spending, is reflected in results from NVIDIA (NASDAQ: NVDA) across the datacenter supply chain and into the services realm. When companies spend money on AI, it generates revenue and, in turn, increases AI demand.
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Behind a hidden government lab in Tennessee, 40,000 scientists are reportedly finishing work on an AI system described as 283 trillion times more powerful than today's data centers - spanning over 700 miles.
Called 'Golden Dawn,' this project could leapfrog ChatGPT, Gemini, and Grok upon launch and potentially trigger a $100 trillion reset of AI markets. Louis Navellier is naming the one stock at the center of it, down to the ticker, free through May 5th.
Click here to get the ticker and full details before May 5thNew spend equals new demand in an as-yet unending cycle. Because we are in the early phases of AI’s rollout, we can expect this cycle to sustain Salesforce's long-term growth.
Mixed Response Overshadows Bullish Outlook for CRM
Analysts had a mixed response to the Q1 results, with numerous negative price target revisions offset by reaffirmations and increases. The net result, however, was bullish. The 39 analysts MarketBeat tracks carry a 72% Buy-side bias, and revisions are clustered around the consensus. While some targets push the lower end, many are at the high end, with the average of $240 just below the broader 12-month consensus price target. The consensus assumes nearly 50% upside from the critical support target, which, coincidentally, aligns with the lowest analyst targets. Fresh target revisions imply 35% upside and a five-month high.
Technical stock price action and institutional trends also align with the critical support target around $160, which reflects the high set in 2019 before the COVID-19 pandemic. Price action since then has been volatile, driven by stimulus spending and accelerated digitization, but the stock has continued to show support at this level, as it does in late May. Support is visible in the weekly price candles and indicators, which suggest bears are losing control while bulls regain it.
Institutional trends reveal high ownership and aggressive accumulation. The group owns more than 80% of the stock, has bought on balance for 10 consecutive quarters, and has ramped up activity as the stock price has fallen. Bullish activity persisted into early Q2 2026 and will likely continue as the year progresses. The stock trades at a very low 12x the current-year earnings estimate, with growth accelerating under the influence of AI. Assuming the forecasts are right, the company could rise 200% in the near term and then double again over time, given the right catalysts.
Salesforce Posts Tepid Results, But Versus a High Bar
Salesforce’s Q1 results and guidance were tepid relative to analysts' forecasts, but the bar was set high, and the results were still strong. The company’s $11.31 billion in net revenue was up 13.2% year over year, accelerating both sequentially and versus the prior year, with growth the strongest it has been in three years. Results were underpinned by Agentforce, the agentic platform, which saw annual recurring revenue grow by more than 200%. Consumption, a critical factor, was also strong, rising by more than 110% sequentially, and Data 360 handled a 136% increase in records.
Margin news was also solid. The company reported gains across the board, with adjusted earnings rising 50% year over year (YOY) to $3.88, topping the consensus by 75 cents. More importantly, guidance was also solid, with the company forecasting another quarter of strength. Growth is expected to slow to just over 10%, but guidance is likely cautious. The more critical detail is that earnings are expected to outpace expectations by a wide margin, and management may also be guiding conservatively.
Among the factors highlighting the company’s strength are its financial position and capacity for capital return. The company initiated an accelerated $25 billion repurchase agreement, which is largely complete. The impact was a 10% YOY decline in diluted share count, with expectations for continued aggressive capital returns. Dividends are also part of the equation, yielding almost 1% as of late May, with annual distribution increases expected. As it stands, the balance sheet remains fortress-like, with ample cash and low leverage, enabling the company to execute its strategy and deliver results.
Analysts waiting to “see more” in Salesforce’s results may be missing the point. The company’s primary catalysts are AI integration, margin improvement, and capital returns, and it delivered on all three. In this context, CRM’s stock may struggle to move higher in the short term, but that is unlikely. The more likely outcome is that upcoming results turn more naysayers into supporters, helping to firm market sentiment. Until then, the stock may continue to hover near its current lows, but it is not expected to break below them.
Brady Corp Wires Up a Massive AI-Powered Breakout
Authored by Jeffrey Neal Johnson. Article Published: 5/19/2026.
Key Points
- Brady Corporation delivered exceptional quarterly earnings growth driven largely by explosive demand for compliance materials in new data centers.
- Management successfully executed a highly accretive acquisition that instantly doubles the addressable market and accelerates future revenue potential.
- The introduction of innovative portable thermal printing hardware is driving substantial sales growth while locking customers into a lucrative consumable ecosystem.
- Special Report: Elon’s “Hidden” Company
Brady Corporation (NYSE: BRC) has broken out of its traditional industrial mold, fueled by capacity-constrained demand for AI data center infrastructure and a highly accretive $1.4 billion acquisition. With gross margins expanding, this under-the-radar compliance manufacturer is rapidly being repriced as a premier picks-and-shovels enterprise automation play.
For decades, the market viewed Brady Corporation as a reliable, slow-growth dividend payer that produces industrial labels and safety signs. That narrative was shattered after a single-day stock repricing of more than 18%. The primary catalyst was a major earnings beat and a meaningful upward revision to full-year guidance.
Trump Just Named His Secret AI Project. It's Called "Golden Dawn." (Ad)
Behind a hidden government lab in Tennessee, 40,000 scientists are reportedly finishing work on an AI system described as 283 trillion times more powerful than today's data centers - spanning over 700 miles.
Called 'Golden Dawn,' this project could leapfrog ChatGPT, Gemini, and Grok upon launch and potentially trigger a $100 trillion reset of AI markets. Louis Navellier is naming the one stock at the center of it, down to the ticker, free through May 5th.
Click here to get the ticker and full details before May 5thBeneath the headline numbers, a structural shift is taking place in the physical economy. The hyper-growth in artificial intelligence depends entirely on physical data center infrastructure. Upgrading and expanding these facilities requires extensive compliance work, including high-margin wire identification, automated tracking hardware, and safety infrastructure. Brady Corporation sits directly in the path of this capital expenditure avalanche.
Wiring the AI Boom
The company's fiscal Q3 2026 earnings report revealed exceptional fundamental momentum. Brady Corporation reported record adjusted earnings per share (EPS) of $1.50, beating the Wall Street consensus estimate of $1.35. Revenue rose 13.8% year over year to $435.24 million, comfortably topping the expected $406.07 million.
The regional breakdown shows exactly where this growth is coming from. The Wire and Identification segment posted 19% growth in the Americas and Asia region and 13% growth in Europe. Management directly attributes this volume to data center construction. Data center integrators are currently operating near capacity limits, creating a multi-year backlog for Brady Corporation's identification infrastructure. Facilities cannot come online without exhaustive cable tagging and safety tracing, making Brady Corporation products a mandatory, non-negotiable line item in server farm construction budgets.
Adding to the organic growth story, the newly launched i4311 portable thermal printer is currently selling 50% above internal launch projections. The i4311 targets plant safety and manufacturing professionals, allowing operators to print complex compliance tags directly on the warehouse floor. In the industrial printing space, hardware placement creates a recurring revenue stream of high-margin specialty adhesive labels and proprietary ink ribbons. This razor-and-blade model creates a sticky consumables ecosystem that generates cash flow long after the initial equipment sale.
Crucially, this demand surge comes with strong pricing power. Brady Corporation expanded gross margins by 50 basis points year over year to 51.8%. Operating cash flow jumped 30.7% to $78.2 million. When an industrial manufacturer pushes gross margins past 50%, it signals that it provides mission-critical, highly engineered solutions rather than commoditized hardware.
Powering Up: Brady Acquires Honeywell PSS
While organic growth is accelerating, management also executed a major capital allocation pivot by agreeing to acquire the Productivity Solutions and Services division from Honeywell International (NASDAQ: HON) for $1.4 billion.
This transaction immediately doubles the addressable market for Brady Corporation. The Productivity Solutions and Services unit generates roughly $1.1 billion in annual revenue, adding significant scale and positioning Brady Corporation in the enterprise-level workforce productivity sector. By securing established mobility computers, barcode scanners, and operational intelligence software, Brady Corporation will compete directly with legacy giants like Zebra Technologies (NASDAQ: ZBRA) in the automated identification and data capture market.
Financially, the deal structure protects Brady's balance sheet. Financed through a $500 million term loan and $800 million in private placement debt, Brady Corporation is leveraging a preexisting $148.6 million net cash position and robust free cash flow to fund the expansion. Management expects an interest rate below 6% on the debt and projects net leverage will be around two to 2.5 times at closing. Thanks to its strong cash generation capabilities, Brady Corporation plans to deleverage quickly to below 2x within two years.
Management projects the acquisition will deliver 80 cents of adjusted EPS accretion in year one, before factoring in any operational savings. The market briefly misunderstood the transaction when two board members resigned earlier in the month, triggering a 10% sell-off. Management quickly clarified that the departures stemmed entirely from the severe, unexpected time commitments required to execute the complex integration, rather than internal friction. The board voted unanimously to approve the transaction, signaling total internal alignment on the strategic pivot.
Big Money Accumulates Brady
The climb in Brady's stock price to above $84 was not driven by retail short-squeeze mechanics. Short interest is negligible at 1.27% of the float, or roughly 540,000 shares. The aggressive price action stems entirely from genuine institutional accumulation and a fundamental recalibration of valuation multiples. Major quantitative and index players, such as First Trust Advisors and Dimensional Fund Advisors, hold significant positions, providing a stable foundation for the stock.
Derivatives data strongly support the bullish thesis. Options trading volume and bullish call flow have far exceeded historical earnings-day averages for Brady Corporation. Market makers are actively pricing in a sustained volatility expansion as institutional investors digest the pivot toward AI data center infrastructure.
Insiders recognized the valuation disconnect early. During the third quarter, management repurchased 63,000 shares at an average price of $81.59 per share. This capital deployment signals strong internal conviction in Brady's intrinsic value prior to the blowout earnings release.
Fully Charged: Plugging in for the Long Haul
Despite the recent move higher, Brady Corporation's valuation metrics remain well grounded. The stock trades at a trailing price-to-earnings (P/E) ratio of about 20 and a forward P/E ratio of just 17. Compared with peers in enterprise automation trading at steep growth premiums, Brady Corporation offers a highly profitable, lower-risk entry point for sector exposure.
The yield profile strongly favors long-term holders. Brady Corporation yields 1.1% and pays 98 cents annually. Backed by a 39-year consecutive track record of dividend increases, Brady Corporation holds elite status as a dividend aristocrat. The payout ratio remains highly conservative at just 23% of earnings and 14% of cash flow, leaving ample capital to service the new acquisition debt while continuing to raise the dividend.
Following the raised full-year fiscal 2026 adjusted EPS guidance to $5.20 to $5.30, Wall Street analysts are actively resetting consensus price targets to the $100 to $102 range. Investors seeking exposure to the physical buildout of AI infrastructure without paying extreme big tech multiples may want to add Brady Corporation to their watchlists. Cautious investors might prefer to wait for a broader market pullback to initiate a position, allowing the initial post-earnings volatility to settle into a new technical base.
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