Salesforce (CRM) is scheduled to report results of its fourth fiscal quarter after the market close on Wednesday, Feb. 26, with a conference call scheduled for 5:00 pm ET. What to watch for:

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GUIDANCE: Along with its third quarter earnings report, Salesforce guided to FY25 adjusted earnings per share of $9.98-$10.03 on a revenue of $37.8B-$38B, which compared to analyst estimates of $10.11 and $37.9B, respectively, at the time of the report. Consensus for EPS has since dropped to $10.02, while estimates for revenue have risen to $37.95B. The company also provided Q4 adjusted EPS guidance of $2.57-$2.62 on revenue of $9.9B-$10.1B. Consensus for earnings, which was at $2.63 at the time, has fallen to $2.61, and consensus for revenue, which was at $10.05B, has dropped to $10.04B.

PARTNERSHIPS, FEATURES: In November, Salesforce announced that appliance manufacturer Fisher & Paykel would deploy Agentforce to scale its customer support team. The company also announced agentic lifecycle management tools to automate Agentforce testing, prototype agents in Sandbox environments, and transparently manage usage at scale. In December, Salesforce announced an expanded collaboration with the Adecco Group (AHEXY) to reimagine recruiting and support for job applicants. Additionally, the company announced that Vivint is leveraging Agentforce to augment its customer service teams. Salesforce also announced the launch of “Agentforce 2.0,” the newest version of its Agentforce digital labor platform for enterprises, in December. In January, the company unveiled Agentforce for Retail and Retail Cloud with Modern POS, helping store associates, customer service representatives, and digital merchants boost productivity and sales, while delivering more personalized shopping experiences. Additionally in January, Salesforce announced that SharkNinja (SN) was implementing Agentforce and other Salesforce products, including Commerce Cloud, to drive global growth. The company also announced plans to expand its presence in Saudi Arabia with a new regional headquarters in Riyadh as well as plans to partner with IBM(IBM) to open a Center of Excellence in Riyadh. Salesforce also announced plans to invest $500M in Argentina over the next five years in January.

ANALYST VIEWS: On Tuesday, Citi lowered the firm’s price target on Salesforce to $350 from $390 and kept a Neutral rating on the shares. The firm’s partner checks suggest mixed demand trends for Salesforce with higher 2025 growth targets and strong Agentforce activity, but heavy discounts to drive adoption. Citi expects the company’s revenue and bookings growth to “remain constrained” in the high-single-digits, though it generally sees consensus estimates as achievable for Q4 and Q1.

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Additionally on Friday, TD Cowen kept a Buy rating on Salesforce with a $400 price target. TD is “constructive” on Salesforce’s artificial intelligence positioning with Agentforce, following “several positive” channel checks and survey results. However, the firm continues to think Agentforce will take time to impact numbers. Channel checks also point to solid growth execution in the company’s core business, the analyst said, TD expects a “consistent” remaining performance obligation beat cadence and views Data Cloud and MULE as key to strengthening Salesforce’s growth levers for fiscal 2026.

Meanwhile on Friday, BMO Capital lowered the firm’s price target on Salesforce to $375 from $425 and kept an Outperform rating on the shares. The firm warned that the company could be among the Software names with initial FY26 guidance that disappoints investors, the analyst said. BMO remains positive on Agentforce, but given the consumption-based nature of revenues, the management will include very little Agentforce impact in the initial FY26 revenue guidance, the firm added, also removing the stock from its “Top Picks” list.

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