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 S&P 500 dropped 4.36% on 5 November 2026 to 7,353.73 — its steepest one-day fall since April 2025 — triggered by an AI-chip selloff that wiped out the post-midterm rally (4 November: +1.72% to 7,698.80). Closing above 7,500 by 13 November requires a +2.0% recovery over 6 trading sessions. Goldman Sachs, Morgan Stanley and JPMorgan maintain year-end targets of 7,400–8,100; S&P 500 EPS growth consensus for 2026 stands at +14% YoY. Downside risks: elevated Treasury yields, persistent AI capex uncertainty. No specific Polymarket/Kalshi market found for this level.
📈 Economy
✦ AI
The BLS releases October 2026 CPI on November 10, 2026 at 8:30 AM ET. Nowflation forecasts 3.82 percent YoY; the Cleveland Fed nowcasting model forecasts 3.74 percent — both clearly above the 3.7 percent threshold. The September 2026 prior reading was exactly 3.7 percent. Rising energy prices (Strait of Hormuz effectively closed since mid-October) and stable core inflation support a further uptick. An existing open platform prediction covers CPI >3.5%; this forecast raises the bar by 20 basis points. A miss would primarily require unexpected weakness in the energy component or food prices.
📈 Economy
✦ AI
Gold (XAU/USD) rose to $4,134.83 on 5 November 2026 — driven by the Democratic midterm sweep (higher fiscal spending expected) and persistent inflation pressure. Kalshi's Dec 31 settlement market shows ~32% probability for a close above $4,400 and ~43% for above $4,300. Reaching the $4,400 year-end target would require a further ~6.4% gain. Supporting factors: fiscal expansion, geopolitical risks, structurally high central bank demand; UBS forecasts $4,800, JPMorgan $6,000 at year-end. Headwind: hawkish Fed stance (Polymarket: 72.5% for a December rate hike to 4.00–4.25%). Prediction anchors on Kalshi's ~32% for >$4,400.