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EARNINGS HUB
$CRM
CRM Earnings: Beat 4/4 · 4 quarters tracked
LAST 30 DAYS
3 articles
AVG GRADE
HIGH
score: 0.50
SENTIMENT
—
TOTAL VIEWS
156
ESEN AI · 30-DAY COVERAGE SUMMARY
Salesforce navigated mixed momentum over the past 30 days as the stock balanced aggressive artificial intelligence investments against analyst skepticism and valuation concerns. The company executed three acquisitions in June while maintaining an aggressive share buyback program, signaling management confidence despite a KeyBanc downgrade that raised questions about near-term catalysts. This dealmaking pace reflects conviction that AI integration remains strategically essential for competitive positioning in enterprise software.
Within the broader technology sector, CRM demonstrated relative strength amid Nasdaq volatility, suggesting selective investor appetite for established cloud platforms. ServiceNow's 20 percent revenue growth and sustained margin expansion underscore the sector's underlying health, positioning Salesforce as a bellwether alongside Palantir for software's recovery trajectory. Technical analysis identified bullish reversal characteristics with stabilization around key support levels.
Looking forward, execution on acquisition integration and translation of AI investments into customer value represents the critical test. Without demonstrable revenue acceleration from these strategic bets, valuation compression pressures may persist despite portfolio defensiveness.
◈ EARNINGS HUB · 2026-09
CRM Earnings: Beat, Surprise History & Forecast
4/4 quarters beaten · Last EPS $5.90 (+78.4%) · AI Grade: HIGH
◈ ESEN AI · EARNINGS PREVIEW
CRM reported EPS of $5.90 in its most recent quarter (2026-09), beating consensus estimate of $3.31 by +78.4%. Over the last 4 quarters, the company has beaten estimates 4 times (100% beat rate) with an average surprise of +34.5%. ESEN AI grade: HIGH.
LAST EPS
$5.90
est $3.31
LAST SURPRISE
+78.4%
2026-09
BEAT RATE
4/4
beats / quarters
AVG SURPRISE
+34.5%
last 4Q
◆ EPS MOMENTUM
2026-09-30
$5.90
$3.31
+78.4%
2026-06-30
$3.88
$3.15
+23.2%
2026-03-31
$3.81
$3.08
+23.9%
2025-12-31
$3.25
$2.89
+12.6%
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◈ FREQUENTLY ASKED QUESTIONS
When did $CRM last report earnings?
CRM last reported earnings on 2026-09-30, with actual EPS of $5.90 vs estimate of $3.31.
Did $CRM beat earnings estimates?
Yes, CRM beat consensus EPS by +78.4% in its most recent quarter.
What is $CRM's earnings beat rate?
CRM has beaten consensus EPS in 4 of 4 quarters (100%). Average surprise: +34.5%.
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ESEN Analytics
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