Navigating Salesforce Ahead of Q2 Earnings: Buy, Sell, or Hold?

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Salesforce is set to release its second-quarter fiscal 2026 results on September 3, 2025. The company expects total revenues between $10.11 billion and $10.16 billion, with a midpoint of $10.135 billion, representing an anticipated increase of 8.7% year-over-year.

Non-GAAP earnings per share are estimated to be between $2.76 and $2.78, with the Zacks Consensus Estimate holding at $2.77, suggesting an 8.2% rise from the previous fiscal year. Salesforce has exceeded earnings expectations in three of the last four quarters, with an average surprise of 4.2%.

The company has noted growth in cloud solutions driven by increasing demand for generative AI tools. Key revenue estimates include $2.28 billion for Sales, $2.49 billion for Service, and $1.45 billion for Integration & Analytics, while ongoing cost restructuring efforts may enhance profitability during the quarter.

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