salesforce(US:CRM) ZACKS·2025-05-28 20:00Core Insights - Salesforce is expected to report first-quarter fiscal 2026 results with projected revenues of $9.74 billion, reflecting a 6.6% year-over-year increase, and earnings per share (EPS) of $2.54, indicating a 4.1% growth year over year [2][4] Financial Projections - Current quarter revenue estimate is $9.74 billion, with a high estimate of $9.768 billion and a low estimate of $9.72 billion [3] - For the next quarter, revenue is projected at $10.02 billion, with year-over-year growth estimates of 8.61% for the current quarter and 7.45% for the next quarter [3] - EPS estimates for the current quarter stand at $2.54, with a high estimate of $2.56 and a low estimate of $2.50 [3] Growth Drivers - Strong momentum in Salesforce's AI platform, Agentforce, is expected to enhance earnings in the fiscal first quarter, providing customers with AI agents for customer service and technical issues [6][7] - The acquisition of Informatica for $8 billion is anticipated to strengthen Salesforce's AI strategy and improve its data foundation, leading to substantial growth [8][9] - The Customer Relationship Management (CRM) market is projected to grow at a 14.6% CAGR from 2025 to 2030, supporting Salesforce's revenue growth expectations of 7% to 8% for fiscal 2026 [10] Stock Trading Strategies - The anticipated positive fiscal results, along with the Informatica acquisition and competitive positioning in the CRM market, suggest that existing stakeholders may hold onto Salesforce stock [11] - Salesforce's cash-rich status will enable it to pay off debts, pursue strategic acquisitions, and invest in growth opportunities [11]