Here’s What to Expect From Salesforce’s Next Earnings Report
San Francisco, California-based Salesforce, Inc. (CRM) provides customer relationship management software that enables businesses to access, manage, and share sales information. Valued at a market cap of $332.2 billion, it helps firms streamline customer interactions, develop custom workflows, and provide tailored experiences using advanced analytics, AI, and integration tools. The leading agentic AI company is expected to announce its fiscal Q4 2025 on Wednesday, Feb. 26.
Ahead of the event, analysts expect CRM to report a profit of $1.95 per share, up 9.6% from $1.78 per share in the year-ago quarter. The company has consistently surpassed Wall Street’s EPS estimates in its last four quarterly reports. In the most recent quarter, CRM beat the consensus EPS estimate by a 4.5% margin.
For fiscal 2025, analysts expect CRM to report EPS of $7.48, up 23.4% from $6.06 in fiscal 2024.
CRM stock has outperformed the S&P 500’s ($SPX) 22.9% gains over the past 52 weeks, with shares up 24% during the period. In addition, the stock has outpaced the Technology Select Sector SPDR Fund’s (XLK) 12.8% rise over the same time frame.
CRM’s outperformance stems from its strong SaaS-based subscription model, which ensures steady revenue, and its acquisitions like Slack, Tableau, and MuleSoft, which expand its offerings and create cross-selling opportunities. Its AI-driven innovations, such as Agentforce and Retail Cloud with Modern POS, enhance customer base and employee engagement, while partnerships with NVIDIA Corporation (NVDA) further elevate its technological capabilities, driving advanced insights and increased productivity.
Moreover, shares of CRM climbed nearly 11% following its Q3 earnings release on Dec. 3 as the company reported better-than-expected revenue of $9.4 billion. Strong growth in key segments, including Sales Cloud and Service contributed to the revenue beat, despite a slight EPS miss at $2.41. The company also slightly raised its full-year fiscal 2025 revenue guidance to $37.8 billion - $38 billion, further fueling investor optimism.
Analysts’ consensus opinion on CRM stock is bullish, with a “Strong Buy” rating overall. Out of 45 analysts covering the stock, 33 advise a “Strong Buy” rating, three suggest a “Moderate Buy,” seven give a “Hold,” and two recommend a “Strong Sell.” As of writing, CRM is trading below the average analyst price target of $397.81.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.