Salesforce's Earnings Report is Coming Wednesday: Key Points to Monitor.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 25 2026
0mins
Should l Buy FDS?
Source: Barron's
Earnings Announcement: Salesforce's earnings report is set to be released after the market closes on Wednesday.
Investor Sentiment: The results could influence investor attitudes towards software companies, either boosting positivity or causing caution among shareholders.
AI Product Performance: The key factor in the earnings report will be the sales performance of Salesforce's main AI product.
Market Impact: The outcome of the earnings could have broader implications for the software sector and investor confidence.
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Analyst Views on FDS
Wall Street analysts forecast FDS stock price to rise
12 Analyst Rating
1 Buy
7 Hold
4 Sell
Hold
Current: 204.550
Low
253.00
Averages
295.91
High
326.00
Current: 204.550
Low
253.00
Averages
295.91
High
326.00
About FDS
FactSet Research Systems Inc. is a global financial digital platform and enterprise solutions provider. The Company's solutions deliver financial data, analytics, and open technology to global clients, including individual users. Its segments include the Americas, EMEA and Asia Pacific. It provides financial data and market intelligence on securities, companies, industries and people to enable its clients to research investment ideas and analyze, monitor and manage their portfolios. It supports various workflows, including investment research, quantitative research, portfolio management and trading, portfolio analytics, wealth management, ESG investing solutions, industry analysis and data solutions. It provides open and flexible technology offerings, including a configurable desktop and mobile platform, and comprehensive data feeds. Its technology also includes LogoIntern, a workflow tool to streamline the task of adding, organizing, and formatting logos into pitch decks.
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.
- Earnings Announcement: FactSet Research Systems is set to announce its Q2 earnings on March 31 before market open, with a consensus EPS estimate of $4.38, reflecting a 2.3% year-over-year growth, indicating stable profitability.
- Revenue Expectations: The anticipated revenue for Q2 is $604.95 million, representing a 6.0% year-over-year increase, which suggests sustained demand and growth potential in the market, potentially boosting investor confidence.
- Performance Beat Record: Over the past two years, FactSet has beaten EPS estimates 75% of the time and revenue estimates 88% of the time, a strong performance record that may attract more investor interest.
- Estimate Revision Trends: In the last three months, EPS estimates have seen four upward revisions and one downward revision, while revenue estimates have experienced two upward revisions with none downward, reflecting analysts' optimistic outlook on the company's future performance.
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- Earnings Call Announcement: FactSet Research Systems Inc will host a conference call on March 31, 2026, at 9:00 AM ET to discuss its Q2 2026 earnings results, aiming to provide investors with the latest financial information and company developments.
- Webcast Access: Investors can participate in the call by logging onto https://investor.factset.com/events/event-details/factset-second-quarter-2026-webcast, ensuring they receive timely insights and analyses of the company's performance.
- Investor Communication Strategy: This earnings call serves as a crucial platform for FactSet to communicate with investors, enhancing transparency and improving market understanding and confidence in its financial performance.
- Market Reaction Expectations: While specific financial data has yet to be disclosed, investor interest in FactSet's performance is high, and the call is expected to influence its stock price, reflecting market expectations for the company's future growth.
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- Guidance Upgrade: FactSet's Q2 earnings report reveals an increase in its fiscal 2026 earnings per share forecast to a range of $14.85 to $15.45, up from the previous range of $14.55 to $15.25, indicating strong confidence in future profitability.
- Adjusted Earnings Forecast: The company raised its adjusted earnings per share guidance to between $17.25 and $17.75, compared to the prior range of $16.90 to $17.60, reflecting its competitive position and potential for earnings growth in the market.
- Revenue Expectations Increase: FactSet now anticipates revenues for fiscal 2026 to be between $2.45 billion and $2.47 billion, an increase from the previous forecast of $2.423 billion to $2.448 billion, suggesting positive performance in customer demand and market share.
- Positive Stock Reaction: Following the earnings announcement, FDS shares rose by $11.44, or 5.59%, in pre-market trading, demonstrating investor optimism regarding the company's outlook.
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- Earnings Decline: FactSet reported a net profit of $133.06 million for Q2, translating to $3.59 per share, which is a decrease from $144.86 million and $3.76 per share last year, indicating profitability challenges for the company.
- Adjusted Earnings: Excluding items, FactSet's adjusted earnings stood at $165.27 million or $4.46 per share, reflecting a stronger performance in adjusted terms, yet the overall profit decline remains a concern.
- Revenue Growth: The company achieved a 7.1% year-over-year revenue increase, reaching $611.02 million compared to $570.66 million last year, suggesting resilience in market demand despite the profit drop.
- Future Guidance: FactSet provided full-year EPS guidance of $17.25 to $17.75 and revenue expectations between $2.450 billion and $2.470 billion, indicating a cautiously optimistic outlook for future performance.
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- Strong Earnings Performance: FactSet reported a Q2 non-GAAP EPS of $4.46, beating expectations by $0.08, indicating sustained profitability that is likely to positively impact stock prices.
- Significant Revenue Growth: The company achieved revenues of $611 million, reflecting a 7.1% year-over-year increase and exceeding market expectations by $6.05 million, showcasing robust demand in wealth management and corporate clients, thereby solidifying its market position.
- Client and User Growth: As of February 28, 2026, FactSet had 9,101 clients, a net increase of 98, and 241,352 users, up by 1,489, demonstrating the company's appeal in wealth management and dealmaker segments, enhancing future revenue potential.
- Stable Annual Retention Rates: The annual ASV retention rate exceeded 95% as of February 28, 2026, with a client retention rate of 91%, indicating success in customer relationship management that supports long-term revenue stability.
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- Earnings Release Preview: Major earnings reports are expected before the market opens on Tuesday, including Constellation Energy Corporation (CEG), McCormick & Company (MKC), and Bitfarms Ltd. (BITF), which will provide crucial performance data that could influence market sentiment.
- Market Focus: Earnings from Charlotte's Web Holdings (CWBHF) and FactSet Research Systems (FDS) are also highly anticipated, with analysts closely monitoring their performance to assess future growth potential and competitive positioning in their respective markets.
- Additional Earnings Announcements: In addition to the major companies, several others such as AIRO, FRMM, IMNN, JILL, NVVE, PRPL, SNX, TE, and TONX are also set to release earnings before Tuesday's open, further enriching the market landscape.
- Investor Strategy Adjustments: As earnings season approaches, investors may adjust their strategies based on these results, particularly in a context of increasing market volatility, where the outcomes of these reports will directly impact the performance of related stocks.
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