Salesforce, Inc. (NYSE:CRM) is one of the stocks that was on Jim Cramer’s radar recently. Cramer highlighted it as “formerly the king of the enterprise software stocks,” as he stated: The problem is that most stocks in the service economy and the tech economy trade at relatively high multiples, and people simply aren’t willing to pay as much for them with these AI apocalypse fears floating around. The multiples are too high. We see it in Salesforce, reports this week. This company, formerly the king of th ...

Core Insights - Salesforce reported a non-GAAP EPS of $3.81, exceeding estimates by 25%, with Agentforce ARR reaching $800 million [1] - The company closed 29,000 Agentforce deals in Q4, marking a 50% increase quarter-over-quarter [1] - FY27 revenue guidance is set at $45.8 billion to $46.2 billion, indicating organic growth acceleration expected only in the second half of the fiscal year [1] Q4 FY26 Earnings Performance - **Revenue Performance**: Revenue of $11.20 billion grew 12.1% year-over-year, slightly beating expectations; subscription and support revenue, which constitutes 95% of total revenue, rose 13% year-over-year to $10.68 billion [1] - **Earnings Beat**: Non-GAAP EPS of $3.81 surpassed estimates by $0.76, reflecting a 37% increase from $2.78 in Q4 FY25, marking the largest earnings surprise in recent quarters [1] - **Forward Guidance**: FY27 revenue is projected to grow by 10-11%, with Informatica contributing approximately 3 percentage points to this growth [1] - **Profit Margins**: Non-GAAP operating margin expanded by 110 basis points year-over-year to 34.2%; GAAP operating margin decreased to 16.7% due to costs associated with Informatica [1] - **Cash Generation**: Free cash flow increased by 39.5% year-over-year to $5.32 billion for the quarter, with full-year free cash flow reaching $14.4 billion, a nearly 16% increase [1] - **Management Tone**: CEO Marc Benioff emphasized the success of Agentforce, noting 29,000 deals closed, a 50% increase quarter-over-quarter, and reaffirmed a raised FY30 revenue target of $63 billion [1] Bottom Line - The significant EPS beat and the momentum in AI monetization through Agentforce, which saw ARR grow by 169% year-over-year, are key highlights [1] - Current RPO stands at $35.1 billion, reflecting a 16% increase, indicating strong near-term revenue visibility [1] - A new $50 billion share repurchase authorization and a 5.8% increase in quarterly dividends to $0.44 reinforce the company's capital discipline [1] - Caution is advised as FY27 guidance suggests modest organic growth until the second half, and there are execution risks associated with the Informatica integration [1]

The major U.S. index futures are currently pointing to a roughly flat open on Thursday, with stocks likely to show a lack of direction after moving notably higher over the two previous sessions.A mixed reaction to earnings news from Dow components Nvidia (NVDA) and Salesforce (CRM) may lead to choppy trading on Wall Street.Shares of Nvidia are jumping by 1.0 percent in pre-market trading after the AI leader reported better than expected fiscal fourth quarter results and provided upbeat guidance."Despite al ...

智通财经APP获悉，赛富时(CRM.US)召开 FY26Q4 财报电话会。公司料Q1 营收为 110.3 亿至 110.8 亿 美元 ，预计名义增长率约为 12% 至 13% 。同时，预计 Q1 的 CRPO 名义同比增长约为 14% 。FY27 全 年 营收预期 458 亿-462 亿美元(增速约 10%-11%)。基于 Q4 的强劲表现以及对 Informatica 整合的信 心，公司将 2030 财年的收入目标上调至 630 亿美元。公司宣布将股票回购授权额度增加至 500 亿美 元，管理层认为当前股价被低估，是极佳的买入机会。 公司管理层强调 AI 不再只是辅助，而是重新定义工作流。AgentForce 在发布后的前 15 个月内完成了 2.9 万笔订单，季度环比增长 50%。包含 Informatica 在内的 AgentForce 和 Data 360 业务 ARR 已超过 29 亿美元，同比大幅增长 200%。Q4 前 100 大单中，超过 75% 的订单包含了 AgentForce 和 Data360。 公 司引入 "智能体工作单元" 来衡量 AI 产生的实际价值。目前平台已交付 24 亿个 ...

赛富时（CRM）周四盘前下跌0.8%。该公司第四季度业绩超出预期，并公布了500亿美元的股票回购计 划，但由于2027财年营收指引喜忧参半，股价下跌。首席执行官马克·贝尼奥夫认为，人工智能智能体 将增强而非取代企业软件。 来源：环球市场播报 ...

Key Takeaways Salesforce's Q4 earnings beat expectations, and revenues rose 12% year over year.CRM saw broad strength across renamed Agentforce segments, led by 37% growth in the 360 Platform.CRM initiates FY27 guidance, projecting up to $46.2B in revenues and higher non-GAAP EPS and cash flow.Salesforce, Inc. (CRM) reported better-than-expected results for the fourth quarter of fiscal 2026. Fourth-quarter non-GAAP earnings were $3.81 per share, which beat the Zacks Consensus Estimate by 25.69%. The bottom ...

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

1. 2月26日(周四)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.12%，标普500指数期货涨0.08%，纳指期货涨0.02%。 | ■ US 30 | 49,540.40 | 49,541.20 | 49,360.00 | +58.10 | +0.12% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,952.00 | 6,958.00 | 6,930.80 | +5.90 | +0.08% | | ■ US Tech 100 | 25,333.90 | 25,369.80 | 25,218.70 | +4.90 | +0.02% | 2. 截至发稿，德国DAX指数涨0.46%，英国富时100指数涨0.19%，法国CAC40指数涨0.92%，欧洲斯托克50指数涨0.37%。 伊美第三轮谈判暂停，将于晚些时候恢复。据伊朗媒体以及阿曼方面确认，伊美在瑞士日内瓦举行的新一轮间接谈判暂停，计划于当天 晚些时候继续进行。阿曼方面表示，今日在日内瓦交换了富有创意且积极的方案，希望美伊谈判能取得更多进展。据报道，一辆据信载 有美国外交官的车队已离 ...

Nvidia ‌rose 1.2% in ⁠premarket trading ⁠after the chipmaker posted better-than-expected results for the January quarter and forecast current-quarter revenue above market estimates."The needle has clearly shifted when it ​comes to what its going to take to convince investors that the billions being poured into AI infrastructure will pay off," ​said Raffi Boyadjian, lead market analyst at Trading Point."Markets are now moving into a phase where they want to see tangible results of AI monetization before pus ...

Salesforce has reported a net income of $1.94bn, or $2.07 per diluted share, for the fourth quarter (Q4) ended 31 January 2026, a 14% increase compared to $1.7bn, or $1.75 per diluted share, for the same period of 2025. For the quarter, the company reported total revenue of $11.2bn, up from $10bn in the same period a year earlier, reflecting a 12% increase year-over-year and 10% growth in constant currency. Subscription and support revenue reached $10.7bn, representing a 13% annual rise. Current remain ...