Intuit and Salesforce Stocks Offer Nearly 90% Upside as AI Fears Subside

Software giants adapt to AI disruption, post strong growth and earnings outlooks

Mar. 19, 2026 at 1:26pm

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Intuit Inc. (INTU) and Salesforce (CRM) have seen their stock prices plummet in 2026 due to fears that artificial intelligence (AI) could disrupt the software industry. However, both companies have been successfully integrating AI into their offerings and are posting impressive growth and earnings numbers, indicating the AI fears may be overblown. With the stocks trading around 45% below their all-time highs, they now offer nearly 90% upside potential if they can regain those previous peak levels.

Why it matters

Intuit and Salesforce are two of the largest and most influential software companies, with their products being essential for businesses and consumers. Their ability to adapt to the rise of AI will have major implications for the broader software industry and the technology sector as a whole.

The details

Both Intuit and Salesforce have been aggressively incorporating AI into their product suites in recent years. Intuit has been "defining a new category at the intersection of AI and human intelligence" and has seen strong growth in its AI-powered offerings. Salesforce launched its Agentforce AI tool in 2024 and has seen that product reach $800 million in annual recurring revenue. Despite the AI disruption fears, both companies have continued to post strong revenue and earnings growth, with Intuit growing revenue by 16% in fiscal 2025 and Salesforce projecting over 9% revenue growth in fiscal 2027.

  • Intuit began revamping its business to incorporate AI in 2024.
  • Salesforce launched its Agentforce AI tool in 2024.
  • Intuit grew its Q2 FY26 revenue by 17%.
  • Salesforce reached $800 million in annual recurring revenue for Agentforce AI in fiscal 2026.

The players

Intuit Inc.

An American software company that develops and sells financial and tax preparation software and related services, including TurboTax, Mint, and QuickBooks.

Salesforce

An American cloud-based software company that provides customer relationship management (CRM) services, as well as a variety of enterprise applications focused on customer service, marketing automation, analytics, and application development.

Marc Benioff

The CEO of Salesforce.

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What they’re saying

“We've rebuilt Salesforce to become the operating system for the Agentic Enterprise, bringing humans and agents together on one trusted platform.”

— Marc Benioff, CEO

What’s next

Investors will be closely watching to see if Intuit and Salesforce can continue to successfully integrate AI into their products and maintain their strong growth trajectories.

The takeaway

Intuit and Salesforce have proven their ability to adapt to technological disruption, and their current stock prices offer a compelling entry point for investors who believe they can continue to thrive in the age of AI.