Salesforce Inc (CRM) FY2026Q3 Earning Prediction
Salesforce Inc (CRM) is set to release its FY2026Q3 earnings performance on 12/03 05:00:00 in After Hours trading. Consensus forecasts predict a revenue of 10.00B and an earnings per share (EPS) of 2.85 for the FY2026Q3. 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 forecast reflects a neutral stance due to balanced risks associated with AI adoption, margin pressures from investments, and competitive dynamics.
Scenario Analysis
Key Indicators Forecast
No data
Prediction Logic & Rational
AI-Driven Growth vs. Execution Risks: While Salesforce has aggressively expanded its AI ecosystem (Agentforce 360 partnerships with Google, Anthropic, and OpenAI; Doti/Apromore acquisitions), adoption and revenue impact remain unproven. Analysts note Agentforce is still a "show-me story," with mixed partner feedback on deal activity.
Margin Stability vs. Investments: Operational excellence ( 34.3% operating margin) and cost discipline support EPS, but aggressive investments ($15B San Francisco AI hub, $6B UK expansion) could pressure margins near-term.
Data Cloud Momentum vs. Competition: Data Cloud’s 140% customer growth is strong, but OpenAI’s Tailor Assist and Veeva’s CRM gains suggest rising competition in core verticals.
Cash Flow Strength: Share buybacks ($7B planned) and $15B operating cash flow target are achievable, but not enough to offset revenue uncertainty.
Tactical Strategy Recommendations
- Options Play: Buy straddle (long Dec03 $235 call + put) to hedge mixed signals.
- Stock: Avoid directional bets pre-earnings; wait for clarity on AI adoption.
- Pairs Trade: Short CRM vs. long BRZE (Needham’s Conviction List swap) to capitalize on shifting AI sentiment.
Rationale: Neutral consensus reflects balanced risks, but volatility is likely given AI narrative sensitivity. Focus on post-earnings guidance for FY30 $60B roadmap execution.
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 FY2026Q3 Earnings Release Date and Time?
Salesforce Inc (CRM) is scheduled to release its FY2026Q3 earnings report onDec 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 FY2026Q3 Revenue and EPS?
Analysts' consensus predicts 10.00B in revenue and an EPS of 3.00 for Salesforce Inc's FY2026Q3.
What Does Intellectia's AI Predict for Salesforce Inc FY2026Q3 Earnings?
Intellectia's exclusive AI algorithms forecast a Neutral forSalesforce Inc's FY2026Q3 earnings, with a prediction date of Dec 3, 2025. Salesforce Inc Salesforce's earnings forecast reflects a neutral stance due to balanced risks associated with AI adoption, margin pressures from investments, and competitive dynamics.
How Can I Use This Earnings Prediction to Trade CRM Stock?
Leverage Intellectia's AI forecast to position trades ahead of theDec 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 FY2026Q3?
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!
