Salesforce is expected to report fourth-quarter revenue of $11.18 billion (+11.7% YoY) and adjusted EPS of $3.03 (+9% YoY) as it concludes its fiscal year 2026. The company’s stock is currently trading at $185.16, significantly trailing the median analyst price target of $325.00 following a period of steep valuation compression due to AI disruption fears.
Investors are primarily focused on the growth of Current Remaining Performance Obligations (cRPO) and the commercial trajectory of Agentforce, Salesforce's new autonomous AI agent platform. Management recently increased full-year revenue projections on the back of strong Agentforce momentum, which reached over 9,500 paid deals in the previous quarter. Analysts are looking for evidence that these AI initiatives can drive double-digit growth and offset deceleration in core cloud segments.