Salesforce (NASDAQ: CRM) beats Q2 FY2027 Non-GAAP EPS consensus of $3.27 per share (26 August 2026, confirmed by Salesforce press release or Bloomberg)
Hit
✦ AI-generated prediction
Published on 25. August 2026
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Predicted for 26. August 2026
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Based on: Historical Cycle
Salesforce reports Q2 FY2027 results after close on 26 August 2026. Zacks consensus: $3.27 Non-GAAP EPS, matching the company's own guidance ceiling ($3.25–$3.27). Salesforce beat EPS consensus in 11 of the last 12 quarters. AI-driven Agentforce platform is boosting licence and cloud revenue; Reuters and Bloomberg report strong enterprise deal closings in Q2. No explicit prediction market quotes; model assigns ~70% beat probability based on historical beat rate and consensus bandwidth.
Data basis for this prediction
- Yahoo Finance: CRM Q2 FY2027 Earnings Preview, Konsens 3,27 USD (24. Aug. 2026)
- Zacks: CRM EPS Beat-Rate 11 von 12 Quartalen (24. Aug. 2026)
- Daily Political: CRM Ergebnis-Datum Mittwoch, 26. Aug. 2026 bestätigt (24. Aug. 2026)
- Salesforce Investor Relations: Guidance-Range Q2 FY2027 3,25–3,27 USD Non-GAAP EPS
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Salesforce meldete am 26. August 2026 einen Non-GAAP-EPS von 5,90 USD für Q2 FY2027 – ein massiver Beat gegenüber dem Konsens von 3,27 USD (+80 %). Der Haupttreiber war ein einmaliger Bewertungsgewinn von rund 2,6 Mrd. USD aus der strategischen Beteiligung am KI-Startup Anthropic, der die operative Agentforce-Wachstumsstory (Agentforce/Data-360-ARR +210 % auf 3,9 Mrd. USD) weit überlagerte. Der Umsatz betrug 11,35 Mrd. USD (+11 % YoY), nahe am Konsens. Die Aktie legte nachbörslich rund 9–14 % zu. Die Vorhersage (Beat gegenüber 3,27 USD) trat ein, allerdings primär durch den Anthropic-Investitionsgewinn und nicht – wie in der Begründung angenommen – allein durch das Agentforce-Lizenzgeschäft. Quellen: Salesforce Investor Relations (investor.salesforce.com, 26.08.2026), SEC Form 8-K (crm-q2fy27xexhibit991.htm), Alphastreet Q2 2027 Earnings Highlights.
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
Bitcoin at $78,136 (September 9, 2026). Kalshi markets assign ~83% probability of BTC touching $100,000 at any point in 2026. Polymarket gives BTC 68% odds to close above $90,000 by year-end. A year-end close above $100,000 (not just a touch) is more demanding: median year-end contract estimates imply ~$81,000. Arguments for >$100k close: historical Q4 seasonality (+49% in Q4 2024, +56% in Q4 2023), ETF inflows, institutional demand. Headwinds: active Fed hiking cycle (~3.75% current funds rate), 10yr yield at 4.86%.