US macro
Take
Thursday, August 27, 2026
Salesforce printed Q2 FY27 after the bell: $11.3B, +11%, cRPO $33.5B +14%, Agentforce ARR >$1.5B, non-GAAP EPS $5.90. Informatica is $456M and slightly above 3pts of the FY raise to $46.1–$46.4B. $25B ASR still settling in October. Street mean $249 is the pre-print book. Investor Day is Sep 16 — same day as FOMC.
Last cash session Wednesday Aug 26 · close $205.62 · print after the close
Price
CRM
6M +15.41%
Snapshot
cRPO 14%, ASR in the denominator
Market cap
$168.8B
vs 52-week
-23.59%
Q2 revenue
$11.3B
+11%
cRPO
$33.5B
+14% CC
Total RPO
$66.3B
+11%
Agentforce ARR
>$1.5B
+240%
AF+Data ARR
~$3.9B
+210%
Informatica
$456M
~3pts of FY
Street
47 analysts
$249
Mean target · +21.10% vs spot
High $400 · Low $160 · Median $245
34
Buy
10
Hold
3
Sell
Buy
tilt
Next
Aug 28 expiry
2026-08-28
180P / 220C box. IV 48 does not pay you to sit long gamma the morning after.
News
CRM headlines
No headlines cleared the filter.
Street
Analyst actions
| Date | Firm | Action | Target |
|---|---|---|---|
| 08-26 | Street book (47) | Mean $249, high $400, low $160 — pre-print | $249 |
| 05-26 | Bank of America | Underperform | $160 |
| 08-26 | Bull case (street) | High PT still $400 | $400 |
| 03-25 | Trefis / trough tape | Marked the −31% slide | $160 |
Quotes delayed. Options from Cboe delayed chain. Not investment advice, not a solicitation, and not affiliated with Salesforce, Inc..