It was exciting for Salesforce investors on Wednesday: The SAP competitor took stock of his business development at the start of the year.
Salesforce earned more in the first quarter of 2026. The profit per share increased from $ 1.58 to $ 2.58 and thus exceeded the analyst estimates, which had previously been $ 2.55 per share.
The SAP competitor also had an increase on sales side: the proceeds climbed from $ 9.13 billion to $ 9.8 billion. In advance, experts had expected a sales jump to $ 9.75 billion.
Salesforce surprisingly optimistic thanks to AI hopes
Thanks to AI optimism, Salesforce looks surprisingly positive at the current financial year. The turnover should be $ 41 to $ 41.3 Experts have been expecting $ 40.8 billion so far.
Salesforce is also more confident when winning the profit per share and thus exceeds the expectations of analysts. According to the company, this should be $ 11.27 to $ 11.33. Salesforce had previously targeted $ 11,09 to $ 11.17, the expert forecasts were $ 11.16.
From the takeover of Informatica announced on Tuesday, the company does not expect effects on the current financial year due to the end of the end of 2027.
Salesforce share sags – cannot dispel growth worries
Salesforce came under a lot under pressure on Thursday after the presentation of business figures and an outlook of the US software group. As a burden, a skeptical analyst comment was added with a view to the recently announced takeover of the AI data specialist Informatica.
Salesforce’s shares at the NYSE temporarily bend by 5.12 percent to a good $ 261.90.
Thanks to AI optimism, Salesforce looks surprisingly positive about the current financial year. The spans for sales and adjusted profits per share exceeded the market expectations. However, this was not enough to dispel the fears of investors in view of a long -lasting trend for slower sales growth, Börsians said.
Skepsis provided that Salesforce had reported a poorer growth in its largest core business, namely apps for the management of sales and customer service teams. Out of investor perspective, artificial intelligence is now expected to make a significant contribution to sales.
In addition, the expert Brent Thill from the Jefferies analysis house complained that the dynamics in the cloud business continue to leave. In addition, a lion’s share of the higher sales expectations is only due to currency.
Analyst Rishi Jaluria from the Canadian Bank RBC referred to the INFORMACA takeover. The transaction is associated with risks. The expert also questioned their necessity.
Due to the course slide on Thursday, the chart picture also clouded. Salesforce’s shares now also fell under the 50-day average line, which describes the medium-term trend. Important short and long-term lines had already been broken down.
Redaktion finanzen.net with material from dpa-afx
By the way: Salesforce and other US shares are even tradable at Finance.net Zero until 11 p.m. (without order fees, plus spreads). Open Depot now for free And receive a free stock as a gift.
Selected leverage products on Salesforce
With knock-outs, speculative investors can participate disproportionately in price movements. Simply choose the desired lever and we will show you suitable open-end products on Salesforce
The lever must be between 2 and 20
Advertising