(Part 2 of 5) Earnings Calendar - Salesforce (24Aug2026)
Earnings Calendar (24Aug2026)
I am interested in a few earnings that include Salesforce, Nvidia, Zoom, and PDD.
Let us look at Salesforce.
Technical Analysis has a recommendation of “strong buy”, and the Analysts Sentiment recommends a “Buy”. The stock price has fallen 16.78% from a year ago.
With the (analyst) price target of $243.98, there is a potential upside of 16.64%.
With the P/E Ratio of 24.2 and an EPS of 8.05, this appears to be rather attractive. One of the reasons why I have picked this stock is due to the potential disruption of AI. How will Salesforce navigate this? This can be a good case study for other companies offering enterprise solutions.
We are looking at the annual financial performance since 2022.
Revenue has been growing from $26.4B (2022) to $41.5B (2026). With this, we see a corresponding growth in gross profit from $19.4B to $32.2B over the same time frame. Net income grew from $1.4B to $7.4B over the same period. It is encouraging to see improving profitability (5x) when revenue grew by over 50% over the same window.
Looking at the period between 2022 and 2026, total assets have grown from $95.2B to $112.3B.
Total Liabilities grew from $37.0B to $53.1B over this time, and it is concerning that the growth rate of the liabilities is greater than the assets even though total assets is much higher in quantum. Total debt has risen from $14.3B to $17.7B, with total equities remaining approximately the same, hovering about $59B.
Looking at the cash flow, cash from operations grew from $6B to 14.9B during the same timeframe, an encouraging sign. The company has continued to deploy cash into investing and paying down the financing.
Salesforce news
Agentforce has surpassed $1 billion in annual sales, with combined AI and data software revenue around $3.4 billion. The company guided for Q2 revenue of roughly $11.27–11.35 billion (about 10% growth) and expects consensus figures near $11.33 billion in revenue with adjusted EPS of $3.27–3.28.Prior Q1 results showed $11.13 billion revenue (+13.3% YoY) and EPS of $3.88 (a significant beat). Salesforce secured a $1.6 billion three-year U.S. Department of Veterans Affairs deal for its Missionforce platform.Shares have rallied into the report amid investor focus on AI-driven growth, large share buybacks (including a major accelerated repurchase), and remaining performance obligations exceeding $33 billion, though concerns persist over growth sustainability and restructuring. - from Grok
Earnings
Salesforce, Inc. (CRM) is projected to report an adjusted Earnings Per Share (EPS) of $3.27 on revenue of $11.32 billion for its upcoming Q2 Fiscal Year 2027 earnings release. The official financial report will be announced on Wednesday, August 26, 2026, after the market closes.
Based on the above, I prefer to monitor the company. There are concerns that AI can disrupt such enterprise & SaaS players. This is something that we should consider for the longer term.
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