CRMSalesforce, Inc.
- Next report
- Dec 2
- Wednesday, in 20 days · time not announced yet
- EPS expected
- $2.41
- quarter ending Oct 31, 2026
- Price
- $217.55
- −0.21% today · $154B cap
Past and upcoming reports
2
| Dec 2, 2026 | Oct 31, 2026 | Time not announced yet | $2.41 | not yet | |
| May 27, 2026 | Apr 30, 2026 | After the market closes | $2.30 | not recorded | −0.75% |
Pre-earnings read
No pre-earnings read for this report
None for this company right now.
After the report
May 27, 2026 report
Salesforce shares fell 2.6% post-earnings amid AI pricing changes and cautious outlook
Salesforce reported earnings on May 27 without EPS disclosure. shares declined 2.6% reflecting investor caution over AI pricing shifts and sector weakness. Management highlighted a $6B UK investment and $850M AI startup deployment, projecting 10.9% revenue and 5% earnings growth for the year.
Reported against expected
EPS actuals unavailable. consensus EPS estimate was $2.30 for the quarter.
Guidance
Management projects 10.9% revenue growth and 5% earnings growth for fiscal year 2026, signaling moderate expansion.
How the stock reacted
Shares declined 2.6% to $166.45 on heavy volume following earnings release, reflecting investor caution.
What changed
Salesforce announced 10.9% revenue growth guidance and AI pricing changes post-earnings.
What the price now assumes
Stock dropped 2.6% on earnings day, pricing in risks from AI pricing shifts and sector headwinds.
What it means for the business
Investors should adopt a cautious stance, monitoring upcoming AI strategy outcomes and next-quarter guidance.
The next one to three months, as we saw it then
Better case30%
AI investments and pricing stabilize, supporting revenue growth above 10.9% and margin expansion.
Base case50%
Revenue grows near 10.9% with moderate margin pressure from AI pricing changes, maintaining current valuation.
Worse case20%
AI pricing changes and sector weakness cause revenue growth to slow below 9% and margins to compress.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.