Salesforce forecasts quarterly revenue above estimates
Salesforce reported Q4 revenue of $11.20 billion, beating estimates, and launched a $50 billion buyback to boost shareholder value amid strong AI platform demand.
- For the quarter that ended on Jan. 31, Salesforce reported $11.20 billion in revenue and allocated $50 billion for share buybacks, despite weaker guidance.
- Guidance showed fiscal 2027 guidance of $13.11 to $13.19 in adjusted EPS on $45.8 billion to $46.2 billion in revenue, trailing Wall Street projections, which contributed to shares slipping.
- Alongside results, Salesforce completed its $8 billion Informatica acquisition, which contributed $399 million in revenue, and highlighted AI progress with Agentforce exceeding $800 million and a new Slackbot.
- Market reaction showed Salesforce shares slipped 3% in extended trading, with investors worried generative AI might dampen enterprise business software demand as shares fell 28% in 2026.
- Looking ahead, Salesforce projects a $63 billion fiscal 2030 revenue target and emphasizes AI agents and Agentforce as key growth drivers.
13 Articles
13 Articles
Salesforce Faces Its Defining Moment as Agentforce Moves From Hype to Hard Revenue
Quick Read Salesforce (CRM) reports Q4 results tonight. The critical metric is whether Agentforce shows revenue acceleration beyond the $1.4B ARR disclosed last quarter. Salesforce stock dropped 30% YTD despite Agentforce ARR surging 114% YoY. Investors shifted from celebrating metrics to demanding revenue proof. The bear case is AI agents erode Salesforce per-seat pricing faster than Agentforce offsets it. One Fortune 500 firm negotiated a 3…
The AI Stock That Insiders Are Loading Up On for 2026
Key PointsSalesforce, despite a dip in share prices this year, remains fundamentally strong. In December, Salesforce saw significant insider buying. Since December, there has only been a single insider selling shares. 10 stocks we like better than Salesforce › Insider buying is one of the best indicators of how a stock might perform in the future. The people running a company or who sit on its board of directors know it best. How could they not?…
Salesforce forecasts quarterly revenue above estimates
Salesforce forecast first-quarter revenue above Wall Street expectations on Wednesday, betting on strong demand for its enterprise business software as it ramps up monetization for its artificial intelligence agentic platform.
Coverage Details
Bias Distribution
- 78% of the sources are Center
Factuality
To view factuality data please Upgrade to Premium










