Motley Fool flags Palantir, Salesforce and Meta as agentic AI stocks
The investment commentary points to AI platforms, data products and potential transaction revenue, while disclosing holdings and recommendations involving the three companies.
A Motley Fool article has identified Palantir Technologies, Salesforce and Meta Platforms as stocks it believes could benefit from the growth of agentic artificial intelligence, software designed to perform tasks for people and organisations.
The article highlights Palantir’s artificial intelligence platform, which it says is designed to provide controls over who authorises an AI agent’s actions, their cost and whether they can be trusted. It also points to Palantir’s ontology, which links data with real-world objects, workflows and processes.
Salesforce is presented as another potential beneficiary. The article cites Agentforce annual recurring revenue of $1.5 billion, up 240 per cent year on year, and Data 360 annual recurring revenue of $2.4 billion, described as triple the prior level. It also highlights Salesforce’s data products and Slack as part of its AI agent offering.
Meta is included for its reported personal AI agent, Muse. The article says the service could include free, $20-a-month Power and $100-a-month Maximum tiers, with functions such as making purchases, booking travel and managing email. It argues that affiliate and processing fees from transactions could create a new revenue stream alongside Meta’s advertising business.
The claims and forecasts are investment commentary from The Motley Fool and were not independently verified in the supplied material. The article’s author disclosed positions in Meta and Salesforce, while The Motley Fool disclosed positions in and recommendations for all three companies.
