Salesforce Stock Could Pop on August 26 Earnings

Earnings
โดย 24/7 Wall St.·US·Read original
Summary · why it matters

Salesforce is positioned for a potential stock pop ahead of its fiscal Q2 2027 earnings report on August 26, 2026, with Polymarket assigning a 91% probability of an earnings beat. The company trades at a P/E of 23 with a free cash flow yield of 8.53%, generated $6.556 billion of free cash flow in Q1, and sits at $206.09, down 21.8% year-to-date against a Wall Street analyst target of $242.74 and a JPMorgan price target of $250. Agentforce ARR crossed $1 billion in Q1, with Agentforce plus Data 360 combined ARR of nearly $3.4 billion, up over 200% year over year, and current RPO is $33.6 billion, up 14% year over year. A $25 billion accelerated share repurchase delivered 103 million shares upfront, pulling the diluted share count from 970 million to 871 million in a single year and adding 23 cents to non-GAAP EPS in Q1, with a further $25 billion of authorization remaining. Salesforce printed revenue growth of 13.27% year over year in Q1 FY27, ahead of Oracle's most recently reported cloud-adjusted top-line pace, while noncurrent debt jumped to $39.3 billion from $10.4 billion to fund the ASR, with interest coverage at 27.5x.

Impact on stocks 4

Artificial Intelligence · 2 stocks
Salesforce.com Inc
CRM
▲ PositiveCapitalrelevance

Earnings beat probability high, strong FCF, buyback boosting EPS, and analyst targets above current price.

Digital Finance & Tokenization · 1 stocks
Cloud & Digital Infrastructure · 1 stocks

Off-coverage companies 1

PolymarketPrivate± Mixed
relevance