Salesforce faces a vital Agentforce test in upcoming earnings

3 hours ago 1

Mwangi Enos

Tue, May 26, 2026 astatine 12:17 PM CDT 4 min read

Few companies successful endeavor bundle person staked their aboriginal arsenic explicitly connected a azygous merchandise stake arsenic Salesforce has connected Agentforce.

The agentic AI level has been the centerpiece of each capitalist conversation, each net call, and each merchandise announcement for the past 2 quarters. On May 27, that stake gets its adjacent nationalist scorecard.

Salesforce (CRM) reports fiscal first-quarter 2027 net aft the close, with a league telephone scheduled for 5:00 PMET. The banal is down 31.86% year-to-date and 35.99% implicit the past year, according to Yahoo Finance.

It is simply a brutal agelong for a institution with $41.5 cardinal successful yearly gross and a bundle franchise that serves virtually each large endeavor connected earth. The selloff reflects capitalist skepticism astir whether Agentforce tin turn accelerated capable to warrant Salesforce's premium positioning successful a marketplace wherever AI tools are proliferating rapidly.

May 27 is wherever that skepticism either gets answered oregon deepens.

What analysts expect from Salesforce's Q1 fiscal 2027 results

Salesforce has beaten net expectations successful each of the past 4 quarters. Wall Street's setup heading into the people constituent astatine $3.12 EPS connected $11.05 cardinal successful revenue, an summation from $2.58 successful the year-ago quarter, according to MarketBeat.

The San Francisco, California-based institution is entering the 4th with full-year fiscal 2027 guidance already successful place.

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Revenue of $45.8 cardinal to $46.2 billion, representing 10% to 11% growth, with integrated gross re-acceleration expected successful the 2nd half, according to Salesforce's guidance issued alongside Q4 fiscal 2026 results successful February.

The metric investors volition ticker astir intimately is not the gross beat. It is the Agentforce trajectory. Specifically, whether woody count, (Annual Recurring Revenue) ARR, and accumulation relationship maturation maintained oregon accelerated the momentum established successful Q4.

The Agentforce numbers from Q4 that acceptable the barroom for May 27

Salesforce's Q4 fiscal 2026 results, reported February 25, 2026, provided the instauration for the existent bull and carnivore cases simultaneously:

Total gross of $11.2 billion, up 12.1% twelvemonth implicit year
Agentforce and Data 360 ARR exceeding $2.9 billion, up implicit 200% twelvemonth implicit year
Agentforce ARR of $800 million, up 169% twelvemonth implicit year
Over 29,000 Agentforce deals closed since launch, up 50% 4th implicit quarter
2.4 cardinal Agentic Work Units delivered, increasing 57% 4th implicit quarter
Agentforce accumulation accounts accrued astir 50% 4th implicit quarter
More than 19 trillion tokens processed to date, up 5 times twelvemonth implicit year
Source: Salesforce Fourth Quarter Fiscal 2026 Results