Salesforce was the focus on Wednesday evening: the AI specialist published its quarterly figures. This is how the stock reacts.
Salesforce presented its balance sheet for the second quarter of the 2026 financial year on Wednesday.
According to this, the company achieved a result per share (EPS) of $ 1.96, while analysts had previously expected a profit of $ 2.78 per share. In the previous year, the profit was $ 1.47 per share.
Salesforce exceeded expectations when it comes to sales. After $ 9.33 million in the previous year, the company now recorded $ 10.24 million, while experts had previously predicted revenues of $ 10.14 million.
Disappointing outlook: Investors emit Salesforce
A disappointing view overshadows good quarterly figures from Salesforce on Thursday. The share traded on the NYSE sometimes reacts to $ 242.23 with losses of 5.54 percent. The weak development of the past few months will probably continue. The 30 percent threshold approaches the annual loss of the Salesforce shares.
The outlook for sales in the current quarter of a year stirs up concerns about the trend topic of artificial intelligence (AI), to which the Americans have now been swung up. Salesforce promised revenues between $ 10.24 and $ 10.29 billion for the current quarter, while the analyst cut was at the top of this range. It went under that the analyst expectations were exceeded in the second business quarter (at the end of July).
Expert Karl Keirstead from Swiss Bank UBS complained that Salesforce had not increased his forecast for the 2026 financial year for the second time in a row – despite the strong growth of the AI and data area. This suggests that the market environment for CRM software – Customer Relationship Management, i.e. software for customer relationship management – is already quite ripe, while AI investment of customers in this area is “still at a very early stage”.
Kirk Mantern from Evercore Isi does not want to overestimate the negative course reaction. The reaction to the view seems a bit exaggerated. Although he did not expect the starting signal for a bull market in this quarter, he mentioned the perspective for the subscription sales positively. Their stabilization in the second half of the year should “be good enough to ultimately steer the mood in the right direction”.
In the width, it also looked better in the technology industry on Thursday than with Salesforce: on Nasdaq, further stabilization is bought with scarce profits. Title of the German Salesforce Branch company SAP recently moved in Frankfurt with 1.38 percent in plus 234.55 euros.
Redaktion finanzen.net with material from dpa-afx
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