Salesforce Reports Strong Q4 Results, Stock Drops Amid AI Concerns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 26 2026
0mins
Should l Buy HUBS?
Source: CNBC
- Strong Performance: Salesforce reported Q4 2026 revenue of $11.2 billion, a 12% year-over-year increase that exceeded market expectations of $11.18 billion, indicating robust growth potential driven by its Agentforce AI platform.
- Adjusted EPS Beat: The adjusted earnings per share reached $3.81, surpassing the consensus estimate by 77 cents and reflecting a 37% year-over-year increase, although overall margin performance was mixed with GAAP results falling short of expectations.
- Agentforce Platform Success: Since its launch, the Agentforce platform has closed over 29,000 deals, generating $800 million in annual recurring revenue, highlighting its significance in enterprise transformation, despite ongoing market skepticism about its long-term growth potential.
- Future Guidance: Salesforce anticipates Q1 FY 2027 revenue between $11.03 billion and $11.08 billion, with adjusted EPS projected at $3.11 to $3.13, slightly above market expectations, yet overall guidance remains below analyst forecasts, reflecting concerns about growth sustainability.
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Analyst Views on HUBS
Wall Street analysts forecast HUBS stock price to rise
27 Analyst Rating
24 Buy
3 Hold
0 Sell
Strong Buy
Current: 296.560
Low
450.00
Averages
582.08
High
800.00
Current: 296.560
Low
450.00
Averages
582.08
High
800.00
About HUBS
HubSpot, Inc. provides a customer platform that helps businesses connect and grow better. The Company delivers seamless connection for customer-facing teams with a unified platform that includes artificial intelligence (AI)-powered engagement hubs, a Smart CRM, and a connected ecosystem with over 1,700 app marketplace integrations, a community network, and educational content. Its AI-powered engagement hubs include Marketing, Sales, Service, Operations, Content, and Commerce, as well as other tools and integrations that enable companies to attract, engage, and delight customers throughout the customer lifecycle. Its customer platform features a central database of lead and customer interactions, and integrated applications designed to help businesses attract visitors to their websites, convert visitors into leads, close leads into customers, transact with those customers, and delight them so they become promoters of those businesses. Breeze is its AI that powers the customer platform.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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