Overview
- Salesforce will release fourth-quarter and full-year fiscal 2026 results after the market close on Wednesday.
- Options pricing suggests the stock could move about 9% up or down by the end of the week around the report.
- Visible Alpha consensus forecasts adjusted EPS of $3.05 and revenue of $11.18 billion, roughly 12% higher year over year.
- Shares are down about one-third this year during a broader software selloff, with new Anthropic AI tools fueling disruption worries.
- UBS and Oppenheimer cut price targets to $200 and $275 and cautioned on near-term growth and customer spending, while 15 of 20 analysts tracked by Visible Alpha still rate the stock a buy with an average target of $313.