Story perspectives

Salesforce Beats EPS Estimates, But Shares Drop 5%

2/26/2026

Summary

Story summary

Salesforce, Inc. reported Q4 FY2026 results with adjusted EPS of $3.81, above the $3.05 consensus, and revenue of $11.20 billion.
Salesforce forecast FY2027 revenue of $45.80–$46.20 billion, below Wall Street projections.
Shares fell about 5% after hours amid concerns about slowing enterprise software spend and AI startup competition.
Salesforce announced a $50 billion share buyback and raised its long-term revenue forecast to $63 billion, citing AI growth.

History

Historical Context

The dot-com bubble burst in 2000 significantly impacted technology stocks, including Salesforce, which laid off 20% of its workforce. Founded in 1999, Salesforce rebounded by 2001, increasing revenue from $5.4 million to $22.4 million. Today, concerns about slowing enterprise software spending reflect the volatility of the early 2000s, as companies face competition from emerging AI startups.

1 of 2

Story summary

Salesforce, Inc. reported Q4 FY2026 results with adjusted EPS of $3.81, above the $3.05 consensus, and revenue of $11.20 billion.
Salesforce forecast FY2027 revenue of $45.80–$46.20 billion, below Wall Street projections.
Shares fell about 5% after hours amid concerns about slowing enterprise software spend and AI startup competition.
Salesforce announced a $50 billion share buyback and raised its long-term revenue forecast to $63 billion, citing AI growth.

1 / 2