Wed May 28 20:00:00 UTC 2025: ## Salesforce Set to Report Q1 Results Amidst Analyst Optimism and Informatica Acquisition
**SAN FRANCISCO, CA – May 28, 2025** – Cloud software giant Salesforce (CRM) is scheduled to release its first-quarter fiscal 2026 results after market close today. While the company’s stock is down approximately 18% year-to-date, analysts remain largely optimistic about its potential.
According to Visible Alpha data, a strong majority (18 out of 23) of analysts covering Salesforce rate the stock as a “buy” or equivalent. The consensus price target stands at $361, representing a potential 31% upside from Wednesday’s intraday level of $275.13.
Revenue for the first quarter is projected to reach $9.75 billion, a 7% year-over-year increase. Adjusted earnings per share are expected to be $2.55, up from $2.44 in the same period last year.
Analyst sentiment is fueled, in part, by the potential of Salesforce’s AI platform, Agentforce. Oppenheimer recently touted Salesforce as “one of the healthiest long-term profitable growth stories” among software companies, citing “strong momentum with Agentforce.” They maintain a $380 price target for the stock.
However, some analysts are taking a more cautious approach. Citi lowered its price target to $320 from $335, awaiting “more meaningful data points” regarding Agentforce’s commercialization. Other firms remain bullish, with Deutsche Bank reiterating a $400 target and Jefferies maintaining one at $375.
Adding to the developments, Salesforce announced yesterday the acquisition of Informatica (INFA), an AI-based data management software provider, for approximately $8 billion. The transaction is expected to close early in Salesforce’s fiscal year 2027.
The market will be closely watching today’s earnings call for further insights into Salesforce’s performance and strategy, particularly regarding Agentforce and the potential impact of the Informatica acquisition.
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