Salesforce Raises FY27 Guidance, Clarifies AI ARR

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Salesforce Raises FY27 Guidance, Clarifies AI ARR

60 sourcesUpdated Aug 30, 2026

Salesforce lifted its fiscal 2027 revenue guidance to about $46.1–$46.4 billion and generated a Q2 revenue of $11.35 billion with non-GAAP EPS of $5.90. The company highlighted AI monetization and expanded its Anthropic partnership to roll out Claudeforce across Agentforce and Slack, aided by gains from its Anthropic stake. The AI-related ARR is near $3.9 billion, with Agentforce ARR now above $1.5 billion, and overall AI-enabled data offerings remain a core growth engine. Salesforce maintained its positive bookings and is accelerating AI consumption into the second half. The stock rallied sharply after the results as investors weighed the strong AI monetization story against the broader AI disruption concerns. The company reiterated its focus on AI-enabled data workflows and governance to translate AI into measurable customer value.

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Last updatedAug 30, 2026

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Broke Benzinga · Aug 27, 5:06 PMCenter within the hourRight +4hLeft +9h209 sources +2d on

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Left· 1 source

“Salesforce Stock Just Soared. Thank Anthropic.”

The Motley Fool · Aug 28, 2026

Center· 17 sources

“Salesforce (NYSE:CRM) Given New $230.00 Price Target at Wells Fargo & Company”

Defenseworld.net · Aug 28, 2026

Right· 1 source

“Salesforce soars 23% on earnings beat and AI partnership (CRM:NYSE)”

Seeking Alpha · Aug 27, 2026

Coverage

The Motley FoolLean LeftSalesforce Stock Just Soared. Thank Anthropic.

Defenseworld.netCenterSalesforce (NYSE:CRM) Given New $230.00 Price Target at Wells Fargo & Company

Seeking AlphaLean RightSalesforce soars 23% on earnings beat and AI partnership (CRM:NYSE)

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