Salesforce Shares Fall Over 3% as Q4 Beats Offset by Soft Fiscal 2027 Guidance
Salesforce delivered a fiscal Q4 earnings beat, with shares nonetheless sliding over 3% after management cut fiscal 2027 revenue growth guidance to the low double digits. The company also reported a significant uptick in demand for its Agentforce sales automation platform.
1. Fiscal Q4 Performance
Salesforce reported fourth-quarter results that topped analyst estimates, delivering solid year-over-year revenue growth alongside margin expansion. Non-GAAP EPS and subscription revenue exceeded consensus, underscoring resilience across its Sales, Service and Marketing Clouds.
2. Soft Fiscal 2027 Revenue Guidance
Management guided full-year fiscal 2027 revenue growth in the low double-digit range, revising earlier forecasts for mid-teens expansion. Executives cited ongoing macroeconomic uncertainty and a cautious enterprise spending environment as reasons for the tempered outlook.
3. Stock Market Reaction
In response to the trimmed guidance, Salesforce shares fell more than 3% in after-hours trading, erasing gains from the quarterly beat. Investors expressed concern over mixed AI adoption forecasts and the company’s ability to sustain growth momentum.
4. Agentforce Demand Uptick
Despite the cautious tone, Salesforce noted that adoption of its Agentforce sales automation platform accelerated sharply. Usage metrics for Agentforce rose significantly year-over-year, highlighting strong enterprise interest in AI-powered sales tools.