AI Stocks to Watch: Salesforce, HubSpot, and monday.com Expected to Soar 45% or More in the Next 12 Months

Analysts on Wall Street predict that Salesforce, HubSpot, and monday.com shares could soar 30% or more over the next 12 months. Salesforce's acquisition of Informatica and strong Data Cloud and AI segment growth are positives. HubSpot's AI-powered customer platform and growth potential are also attractive, despite disappointing revenue per user figures.

Analysts on Wall Street have expressed optimism about the future prospects of Salesforce, HubSpot, and monday.com, predicting that their shares could soar 30% or more over the next 12 months. These predictions are driven by several key factors, including Salesforce's acquisition of Informatica and strong growth in its Data Cloud and AI segment, as well as HubSpot's AI-powered customer platform and growth potential.

Salesforce's acquisition of Informatica, announced in May, has been a significant driver of optimism. Informatica's dominance in data integration, quality, and governance is critical to powering Salesforce's Agentforce AI push. According to Amit Walia, CEO of Informatica, the deal hinges on Informatica's capabilities, which are essential for data management and AI growth [1].

Salesforce's Data Cloud and AI segment have shown strong growth, which is expected to continue. The company's focus on AI-driven innovation and data management is seen as a key growth area. Additionally, the acquisition of Informatica is expected to accelerate this growth by providing a robust data management stack [1].

HubSpot, on the other hand, has been facing challenges with its revenue per user figures. However, the company's strong Q2 results and improved profit guidance have been encouraging. The integration of new no-code form automation tools in the HubSpot App Marketplace is also seen as a positive development, as it broadens the company's solutions and appeal among businesses seeking advanced workflow and data automation [2].

monday.com, despite a recent dip in stock price due to fears of a slowdown, is expected to continue its growth trajectory. The company's focus on AI and automation is seen as a key differentiator in the market. Analysts are encouraged by the company's ability to adapt and innovate in the face of changing market conditions [3].

In conclusion, the optimism surrounding these three companies is driven by their strong focus on AI and data management, as well as their ability to adapt to changing market conditions. While there are risks and challenges, the potential for significant gains in the next 12 months is seen as a strong possibility.

References:
[1] https://www.thehindubusinessline.com/info-tech/informatica-to-power-salesforces-agentforce-with-top-tier-data-management-says-ceo/article69929015.ece
[2] https://simplywall.st/stocks/us/software/nyse-hubs/hubspot/news/does-hubspots-hubs-ecosystem-expansion-and-profit-outlook-re
[3] https://www.mitrade.com/insights/news/live-news/article-8-1045885-20250817