NEW YORK, Feb 25, 2026, 11:35 ET — Regular session
- Salesforce shares climbed roughly 2% in late-morning trading, with investors waiting for results due after the bell.
- Options are pricing in about a 9% move, up or down, following earnings by Friday.
- Watch AI demand trends—Agentforce stands out—and keep an eye on guidance for next year.
Shares of Salesforce, Inc. picked up close to 2%, reaching $189.26 on Wednesday while traders set up ahead of the company’s quarterly results after the bell. The stock swung from $182.26 to $191.26 during the session, still hovering near the bottom of its 52-week range. (Google)
With traders bracing for a bumpy ride, options prices signal Salesforce shares could move as much as 9% either way by week’s end, Investopedia noted. That range would set the stock somewhere between $162 and $194 based on Monday’s close. Analysts polled by Visible Alpha are calling for adjusted EPS of $3.05, alongside a 12% jump in revenue to $11.18 billion. (Investopedia)
After a turbulent February, broader markets found firmer ground, tech names regaining traction as Nvidia’s earnings take center stage on Wednesday. “I see AI disruption continuing as a dominant market theme through this year,” said Sam Stovall, CFRA’s chief investment strategist, noting the shifting flows between software and other sectors. (Reuters)
Salesforce ended Tuesday at $185.42, up roughly 4% for the session, Investing.com data shows. (Investing.com)
Dan Ives at Wedbush is looking for “solid results,” even as talk of an “AI Ghost Trade” keeps pressure on the stock, according to a note picked up by Finviz. KeyBanc’s Jackson Ader flagged a shift in “channel conversations” around Agentforce—pilots are converting to contracts now. Over at Freedom Capital Markets, strategist Jay Woods thinks the company could “rebuke the AI disruption narrative.” (Finviz)
Enterprise software remains under pressure. Shares of Workday tumbled after the company’s latest sales forecast disappointed, reviving concerns over the resilience of legacy software demand as AI tools gain ground. The S&P 500 Application Software index has dropped roughly 29% year-to-date, according to Reuters. (Reuters)
The quarter isn’t the only hurdle. Traders are moving stocks on guidance—and on any whiff that clients might be reining in spending or holding off on major purchases, particularly when it comes to fresh AI add-ons.
Salesforce plans to announce its fourth-quarter and full-year fiscal 2026 results after the bell, with a conference call set for 5:00 p.m. ET. The focus will be on the speed at which AI offerings are converting to paying deals, as well as management’s take on demand heading into the new fiscal year. (investor.salesforce.com)
