When Salesforce (CRM) reports second-quarter earnings on Wednesday, bullish **** ysts will be looking for management to stick with its guidance for organic revenue growth to reaccelerate in the second half of the fiscal year. Heading into the earnings report, Salesforce stock has gained 33% since June 30 but is still down 21% in 2026.
Software stocks generally have rebounded in July and August, with some investors shrugging off worries over artificial intelligence disrupting the industry.
In Q2 earnings report previews, Wall Street **** ysts have focused on trends in customer contract renewals, the company's acquisition spree since May 2025, continued management turnover, and traction with new AI products. When reporting Q1 financial results, management guided to a revenue growth reacceleration in late 2026.
"We believe the primary driver of upside to the shares from current levels will be led by a re-rating, the magnitude and timing of which will depend on the revenue growth acceleration," said JPMorgan **** yst Samik Chatterjee, in a report.
In Q2, **** ysts project adjusted EPS of $3.28, up 12%, with revenue growing nearly 11% to $11.33 billion.
#revenue
Software stocks generally have rebounded in July and August, with some investors shrugging off worries over artificial intelligence disrupting the industry.
In Q2 earnings report previews, Wall Street **** ysts have focused on trends in customer contract renewals, the company's acquisition spree since May 2025, continued management turnover, and traction with new AI products. When reporting Q1 financial results, management guided to a revenue growth reacceleration in late 2026.
"We believe the primary driver of upside to the shares from current levels will be led by a re-rating, the magnitude and timing of which will depend on the revenue growth acceleration," said JPMorgan **** yst Samik Chatterjee, in a report.
In Q2, **** ysts project adjusted EPS of $3.28, up 12%, with revenue growing nearly 11% to $11.33 billion.
#revenue
18 days ago
