Salesforce Inc (CRM) FY2026Q1 Earning Prediction
Salesforce Inc (CRM) is set to release its FY2026Q1 earnings performance on 05/28 04:00:00 in After Hours trading. Consensus forecasts predict a revenue of 10.00B and an earnings per share (EPS) of 2.55 for the FY2026Q1. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
AI Earnings Prediction
Salesforce's earnings are expected to align with consensus, with modest EPS upside but limited revenue growth due to mixed demand signals and AI investment impacts.
Scenario Analysis
Key Indicators Forecast
No data
Prediction Logic & Rational
Logic & Justification:
Mixed Demand Signals: Fact data reveals contradictory trends. While Salesforce launched AgentExchange (AI monetization) and benefits from reduced antitrust pressure on Slack, analysts highlight customer pauses in key verticals (retail/manufacturing) due to tariff concerns. These headwinds directly threaten revenue growth, the most critical metric.
Cash Flow Resilience: The 4% dividend hike signals confidence in cash generation, supporting operating/free cash flow forecasts. However, margin improvements (via cost controls) are offset by AI investments, limiting EPS upside.
AI Overhangs: Analysts question the near-term impact of Agentforce/AI tools, with DA Davidson downgrading due to "premature AI focus" and deceleration in core cloud growth. This creates uncertainty around RPO momentum.
Tactical Strategy Recommendations
Trading Strategy
- Options Play: Sell short-dated strangle (strike prices ±5% from current price) to capitalize on muted volatility expectations.
- Stock: Wait for post-earnings dip below $280 (if Neutral/Miss) to accumulate, given long-term AI optionality and cash flow durability.
- Pairs Trade: Long CRM / Short SNOW (Snowflake), as Salesforce’s cash flow stability contrasts with Snowflake’s higher exposure to cloud spending cuts.
Earnings Surprise Analysis
CRM Transcript
The earnings call highlights strong financial performance with a 9% revenue increase and impressive operating and free cash flow growth. Raised guidance, significant expansion in AI and Data Cloud ARR, and a robust share repurchase program further bolster confidence. Despite some strategic risks and unclear management responses in the Q&A, the overall sentiment is positive due to strong demand, increased sales capacity, and innovative product launches.
CRM Report
Frequently Asked Questions
What is the Salesforce Inc FY2026Q1 Earnings Release Date and Time?
Salesforce Inc (CRM) is scheduled to release its FY2026Q1 earnings report onMay 28, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
What Are the Consensus Forecasts for Salesforce Inc FY2026Q1 Revenue and EPS?
Analysts' consensus predicts 10.00B in revenue and an EPS of 3.00 for Salesforce Inc's FY2026Q1.
What Does Intellectia's AI Predict for Salesforce Inc FY2026Q1 Earnings?
Intellectia's exclusive AI algorithms forecast a Neutral forSalesforce Inc's FY2026Q1 earnings, with a prediction date of May 28, 2025. Salesforce Inc Salesforce's earnings are expected to align with consensus, with modest EPS upside but limited revenue growth due to mixed demand signals and AI investment impacts.
How Can I Use This Earnings Prediction to Trade CRM Stock?
Leverage Intellectia's AI forecast to position trades ahead of theMay 28, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
How Accurate Is Intellectia's AI for Earnings Predictions Like Salesforce Inc FY2026Q1?
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
How does AI Earnings Prediction generate its forecasts?
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
When are the predictions available, and how often are they updated?
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Can I use AI Earnings Prediction for all types of stocks?
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2025-2026 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
