Salesforce stock gains on raised guidance and AI growth

Published on 09/02/2026 at 16:45 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Salesforce stock holds near a recent high after Q2 fiscal 2026 revenue reached 11.35 billion USD and adjusted EPS hit 5.90 USD. The latest update also lifted full-year revenue guidance and kept AI momentum in view.

Salesforce Inc., US79466L3024, Illustration mit AI erstellt.

Salesforce stock (ISIN US79466L3024) closed at 258.11 USD on September 1, 2026, after gaining 0.22 percent, while MarketScreener data put the shares near an average price target of 268.10 USD.

Q2 figures set the tone

In Q2 fiscal 2026, Salesforce reported revenue of 11.35 billion USD, up 11 percent year over year, and adjusted EPS of 5.90 USD versus consensus at 3.27 USD. That is a clear earnings beat of 2.63 USD per share.

The same earnings update lifted full-year fiscal 2026 revenue guidance by 200 million USD to 41.1 billion to 41.3 billion USD and raised the non-GAAP operating margin target to 34 percent. Current remaining performance obligations climbed 14 percent in constant currency to 33.5 billion USD, a useful read on future contracted revenue.

AI revenue keeps growing

Agentforce annual recurring revenue crossed 1.5 billion USD, more than 240 percent above the year-earlier level, while combined AI and data annual recurring revenue neared 3.9 billion USD after rising by more than 210 percent. Those figures show that the AI line is no longer a side story in Salesforce's numbers.

For investors, the gap between the latest close of 258.11 USD and the 268.10 USD average target is the cleanest market reference. The stock also stayed close to its 52-week high of 269.11 USD, according to Benzinga Pro data.

Go deeper

Salesforce guidance and AI momentum in focus

The latest quarter combined a revenue beat, higher guidance and fast AI growth, which keeps the valuation debate centered on execution.

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Agentforce drives the product story

Agentforce is the clearest product reference in the current results, with quarterly ARR above 1.5 billion USD and bookings momentum feeding the wider AI and data suite. That makes the product story measurable, not just thematic.

Salesforce stock snapshot

Salesforce stock traded on the New York Stock Exchange at 258.11 USD on September 1, 2026. Market capitalization stood at 250.0 billion USD on the same date.