"The headline story here is the EPS beat paired with genuine AI monetization. Agentforce ARR hit $800M, up 169% YoY, and combined Agentforce and Data Cloud ARR exceeded $2.9B, growing over 200% YoY. Current RPO of $35.1B, up 16%, suggests durable near-term revenue visibility."
"With the stock trading at roughly 19x forward earnings against a Wall Street consensus price target of $306 from 44 buy ratings, investors weighing the setup should watch Q1 FY27 results closely. If Agentforce deal volume continues to compound at its current pace and H2 organic reacceleration materializes, the gap between the current price and analyst targets narrows considerably."
Salesforce achieved a strong Q4 FY26 with non-GAAP EPS of $3.81, significantly exceeding the $3.05 consensus estimate. Agentforce momentum demonstrates meaningful commercial traction from the company's AI strategy, with ARR reaching $800M and growing 169% year-over-year. Combined Agentforce and Data Cloud ARR surpassed $2.9B with over 200% YoY growth. Current RPO of $35.1B increased 16%, providing visibility into near-term revenue. The company authorized a new $50B share repurchase program and raised its dividend by 5.8% to $0.44 quarterly. However, FY27 guidance suggests modest organic growth until the second half, and Informatica integration presents execution risks. The stock trades at approximately 19x forward earnings with a consensus price target of $306.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]