Salesforce shares jump about 12% after hours after fiscal Q2 adjusted EPS hits $5.90 and 2027 outlook is raised
Salesforce posted a large EPS beat and modest revenue beat, with operating income above expectations and strong AI monetization signals as Agentforce ARR surpassed $1.5B. Management raised FY2027 revenue and adjusted EPS guidance materially, reflecting higher confidence in translating AI investment into profitable growth. Contributions from Informatica and pending AI-focused acquisitions, plus an Anthropic partnership, reinforce the enterprise AI adoption narrative, supporting after-hours strength in CRM.
AI Insight · NCSKCRM2USD/USDTAI Insight
▲ Bullish
⚠️ AI-generated insights are based on news content and are provided for informational purposes only. They do not constitute investment advice or represent the views of BingX. Investing involves risk. Please trade responsibly.
Salesforce reported fiscal second-quarter results with adjusted earnings of $5.90 per share versus the $3.27 consensus estimate. Revenue rose 11% year over year to $11.35 billion, slightly above expectations, while adjusted operating income increased to $3.87 billion. Agentforce annual recurring revenue surpassed $1.5 billion as the company said it is seeing customers pay to embed AI into day-to-day operations. Management lifted its fiscal 2027 guidance to $46.1 billion to $46.4 billion in revenue and adjusted EPS of $16.67 to $16.71, well above consensus.