Salesforce highlighted the success of its Agentforce and Data 360 AI franchises, which achieved nearly $1.4 billion in ARR, leading the company to raise its fiscal 2026 revenue outlook to $41.45–$41.55 billion and increase adjusted EPS guidance.
- The combined ARR of $1.4 billion represents a year-over-year growth of ~114%, with the Agentforce franchise alone surpassing $500 million.
- Wall Street consensus targets cluster in the low-to-mid $320s, implying potential low-20% upside from current levels.
- Salesforce last closed at $265.26 and traded slightly lower in after-hours at $265.01 (-0.09%).