Salesforce Inc. (NASDAQ: CRM) beats Q2 FY2027 adjusted Non-GAAP EPS consensus with ≥ $3.30 per share (August 26, 2026, after market close, confirmed by Salesforce press release)
Hit
✦ AI-generated prediction
Published on 21. August 2026
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Predicted for 26. August 2026
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Based on: Historical Cycle
Sell-side consensus for Q2 FY2027 is $3.09–$3.27 adjusted Non-GAAP EPS. Salesforce beat EPS consensus in 12 of the last 14 quarters. Agentforce, Salesforce's AI platform, crossed $1B annual run rate — a structural growth accelerator supporting operating margins. Stock rose ahead of earnings, implying positive internal signals. Q1 FY2027 delivered $3.88 adj. EPS; Q2 seasonally has lower margins, but AI monetization leverage favors beating the consensus high ($3.27). No direct Polymarket market available.
Data basis for this prediction
- Salesforce Q2 FY2027 Earnings: 26. August 2026 AMC (investor.salesforce.com)
- EPS-Konsens $3,09–$3,27 adj. Non-GAAP (TipRanks, 21.8.2026)
- Agentforce: >$1 Mrd. Jahresumsatz überschritten (yahoo finance, 21.8.2026)
- CRM-Aktie steigt vor Earnings-Veröffentlichung (ad-hoc-news.de, 21.8.2026)
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 nach Börsenschluss für Q2 FY2027 einen Non-GAAP-EPS von 5,90 USD – weit über dem Vorhersage-Schwellenwert von ≥ 3,30 USD und einem Konsensschätzwert von 3,27 USD (Übertreffung um +80,4 %). Der Haupttreiber war jedoch kein rein operativer Effekt: Salesforce verbuchte einen Investitionsgewinn von ca. 2,6 Mrd. USD aus seiner Beteiligung am KI-Startup Anthropic (nach dessen Bewertung auf ~965 Mrd. USD), der das Non-GAAP-Ergebnis massiv aufblähte – der operative Non-GAAP-Gewinn (adj. operating income 3,87 Mrd. USD vs. erwartet 3,80 Mrd. USD) schlug die Schätzungen nur moderat. Der Umsatz von 11,35 Mrd. USD traf den Konsens weitgehend punktgenau. Die Aktie stieg im nachbörslichen Handel um ~14 %. Die formale Bedingung der Vorhersage (Non-GAAP-EPS ≥ 3,30 USD, bestätigt per Salesforce-Pressemitteilung) ist erfüllt. Quellen: Salesforce-Pressemitteilung (salesforce.com/news/press-releases/2026/08/26/fy27-q2-earnings/), CNBC (cnbc.com/2026/08/26/salesforce-crm-q2-earnings-report-2027.html), FinancialContent/StockStory (markets.financialcontent.com).
📈 Economy
✦ AI
Take-Two Interactive reports Q2 FY2027 (July–September 2026) results on November 9 after market close. Estimated analyst consensus: approx. -$0.45 EPS (heavy investment cycle around GTA VI and other AAA titles). TTWO has beaten consensus in 6 of the last 8 quarters; strong Recurrent Consumer Spending base (mobile, NBA 2K, GTA Online) consistently delivers positive surprises on cost discipline. Report date confirmed by TipRanks Earnings Calendar (as of Nov 8, 2026). Verification by TTWO Investor Relations or Bloomberg by November 10, 2026, 10:00 ET.
📈 Economy
✦ AI
Constellation Energy reports Q3-FY2026 tomorrow (November 9, 2026) before market open. TradingView and Gurufocus put the EPS consensus at $3.90/share, with revenue consensus at $9.23B. CEG has beaten estimates in 7 of the last 8 quarters — an 87.5% historical beat rate. Driver: Structurally rising nuclear power demand for AI data centers (e.g., Microsoft contracts) boosts reactor utilization and secures stable cash flows. Risk: Stock fell ~9% post-midterm results, reflecting repriced regulatory uncertainty that could overshadow near-term operational strength. Strong fundamentals and consistent beat history nevertheless support another consensus beat.
📈 Economy
✦ AI
Walmart has beaten EPS estimates for four consecutive quarters. The official consensus is $0.64/share — identical to the top of management guidance ($0.62–$0.64). Analysts average $0.72 (range $0.70–$0.73), anticipating another structural beat. Drivers: Robust US consumer (October CPI ~3.5–3.7%; September retail sales +0.8% MoM), ongoing grocery market share gains, and strong e-commerce and advertising growth. Risk: Management lowered full-year guidance after Q2; macro headwinds from elevated prices could compress volume mixes. The consistent beat history and structural tailwinds prevail.