Salesforce Inc (CRM) FY2026Q2 Earning Prediction
Salesforce Inc (CRM) is set to release its FY2026Q2 earnings performance on 09/03 04:00:00 in After Hours trading. Consensus forecasts predict a revenue of 10.00B and an earnings per share (EPS) of 2.78 for the FY2026Q2. 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
The earnings forecast suggests mixed signals with a neutral stance supported by in-line expectations, countered by strategic investments and macroeconomic uncertainties.
Scenario Analysis
Key Indicators Forecast
No data
Prediction Logic & Rational
Prediction: Neutral
Justification: The Fact Data presents mixed signals with countervailing forces across key metrics. While new partnerships (PepsiCo, PayPal, Nexstar) and price increases (effective August 1) suggest potential revenue upside, softness in renewal activity (TD Cowen, Klarna’s exit) and competitive pressures (Veeva’s pharma client wins) offset these positives. Analysts broadly expect in-line results, and Salesforce’s strategic investments (e.g., $750M in Genesys) create near-term cash flow headwinds. Macro uncertainty and muted AI monetization visibility further limit confidence in a decisive Beat/Miss.
Tactical Strategy Recommendations
Trading Strategy
Neutral Stance with Hedges:
- Short-Term Options: Buy Sept 6th expiry straddles (~$250 strike) to capitalize on low implied volatility (IV) amid muted expectations.
- Pairs Trade: Long CRM vs. Short VEEV (Veeva) to hedge against pharma sector losses.
- Post-Earnings Play: If Neutral/Beat, sell upside calls into any relief rally; if Miss, consider puts targeting $230 support.
Rationale: Consensus expectations are low (-6.68% underperformance vs. S&P 500), but Fact Data lacks catalysts for a decisive breakout. The stock likely treads water absent material AI monetization or margin upside.
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 FY2026Q2 Earnings Release Date and Time?
Salesforce Inc (CRM) is scheduled to release its FY2026Q2 earnings report onSep 3, 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 FY2026Q2 Revenue and EPS?
Analysts' consensus predicts 10.00B in revenue and an EPS of 3.00 for Salesforce Inc's FY2026Q2.
What Does Intellectia's AI Predict for Salesforce Inc FY2026Q2 Earnings?
Intellectia's exclusive AI algorithms forecast a Neutral forSalesforce Inc's FY2026Q2 earnings, with a prediction date of Sep 3, 2025. Salesforce Inc The earnings forecast suggests mixed signals with a neutral stance supported by in-line expectations, countered by strategic investments and macroeconomic uncertainties.
How Can I Use This Earnings Prediction to Trade CRM Stock?
Leverage Intellectia's AI forecast to position trades ahead of theSep 3, 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 FY2026Q2?
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!
