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Salesforce Q2 Earnings Report Scheduled for August 26, Analysts Raise Price Target to $250

Salesforceis scheduled to report results of its second fiscal quarter after the market close on Wednesday, August 26, with a conference call scheduled for 5:00 pm ET. What to watch for:GUIDANCE:Along with its first quarter earnings report, Salesforce raised its FY27 adjusted earnings per share view to $14.06-$14.12 from $13.11-$13.19 and narrowed its revenue view to $45.9B-$46.2B from $45.8B-$46.2B, which compared to analyst estimates of $13.23 and $46.11B, respectively, at the time of the report. Consensus for EPS has since risen to $14.14, while estimates for revenue have remained at $46.11B. The company also provided Q2 adjusted EPS guidance of $3.25-$3.27 on revenue of $11.27B-$11.35B. Consensus for earnings, which was at $3.25 at the time, has increased to $3.27, and consensus for revenue, which was at $11.36B, has dropped to $11.32B.PARTNERSHIPS, FEATURES:In May, Merck Animal Healthannounced it selected Agentforce Life Sciences for customer engagement. Salesforce also announced in May a $72M Enterprise License Agreement with the Department of the Air Force. Additionally in May, the company's Informatica announced it had deepened its partnerships with Google Cloud, Microsoftand Amazon Web Services. Salesforce and CVS Healthalso expanded their collaboration in May to streamline call centers.In June, the company announced a $2B investment in France through 2030. Salesforce also announced a partnership to become an Official Tournament Supporter of the FIFA World Cup 2026 in North America and Europe and the FIFA Women's World Cup 2027 in North America and Brazil. Additionally in June, the company announced a $1B investment in Italy over the next five years. Salesforce also announced an expanded partnership with Databricks in June to help organizations securely connect enterprise data with customer relationships, permissions, approvals, and workflows. Meanwhile, DocuSignannounced a new app for Slackbot during the month. In July, Salesforce announced plans to invest $1B in Switzerland over the next five years. The company also announced that Missionforce was adopted by the U.S. Air Force for fleet operations. Additionally, Salesforce announced a $1.6B Agentic Enterprise License Agreement with the U.S. Department of Veteran Affairs in July.ACQUISITIONS:In June, Salesforce announced it had signed a definitive agreement to acquire Contentful, a composable content platform trusted by over 4,800 of the world's leading brands to deliver personalized digital experiences at scale. The company said, "The acquisition will enhance Salesforce's Headless 360 with a native, enterprise-grade content layer that connects customer data with engaging content experiences across Salesforce's leading applications. By leveraging Data 360, Agentforce, and Contentful's composable APIs, global enterprises can seamlessly deliver personalized, AI- assembled experiences at scale across every channel...Following the close of the transaction, Contentful will be integrated natively across Customer 360 while preserving the composability that developers and digital teams expect from a modern headless platform."The company also announced in June it had signed a definitive agreement to acquire m3ter, a metering and rating platform purpose-built for consumption-based monetization. The company said, "The acquisition will bring high-volume mediation, metering and rating capabilities natively to Agentforce Revenue Management, enabling enterprises to launch, track, scale, and bill with the flexible usage and outcome-based pricing models needed for the AI era."Additionally in June, Salesforce signed a definitive agreement to acquire Fin, formerly Intercom. Under the terms of the agreement, Salesforce will acquire Fin for approximately $3.6B, subject to customary purchase price adjustments. Fin's core offering, its AI Agent, resolves complex customer queries end-to-end, across every channel, including live chat, email, WhatsApp, SMS, phone, and Slack. The company said, "The AI Agent is powered by the company's proprietary AI model, Apex, that is purpose-built for customer support and has demonstrated industry-leading resolution rates that outperform top commercially available frontier models. Building on the strength of Agentforce, which reached $1.2B in ARR in Q1 FY27, up 205% year-over- year, Fin's packaged offerings and proprietary models will complement Agentforce's deeply customizable platform with additional fast-to-value deployment options for service organizations. Upon close, Salesforce and Fin will give customers more ways to deploy AI agents across their customer service operations, with fast time-to-value options especially well-suited for SMB and some commercial organizations that need to launch quickly, integrate with existing systems, and deliver measurable outcomes."ANALYST VIEWS:BMO Capital raised the firm's price target on Salesforce to $230 from $215 and kept an Outperform rating on the shares as part of a broader research note previewing Q2 results in Software. Slack appears to be growing in importance as a conversational interface sitting above enterprise systems and a front-end interface layered on Salesforce workflows and enterprise data, and the management team increasingly positions Slack as the primary interface for the agentic workflow where employees, AI agents, and enterprise applications interact within a single workflow, the analyst said.Citi raised the firm's price target on Salesforce to $204 from $187 and kept a Neutral rating on the shares ahead of the Q2 earnings report. Citi's partner fieldwork remained mix on Salesforce but improved modestly from Q1, the analyst said. The firm upped its Q2 sales estimates to match consensus on its better channel checks. Meanwhile, JPMorgan resumed coverage of Salesforce with an Overweight rating and $250 price target. The firm sees the company's core business accelerating in 2H27. Concerns regarding disruption to Salesforce's position with enterprises from adoption of frontier AI models and competitive dynamics should be limited to a small portion of the business, the analyst said.

Workday in Acquisition Talks with Silver Lake, DocuSign Shares Up 6%

Shares of DocuSign (DOCU), Asana (ASAN), and HubSpot (HUBS) jumped in afternoon trading following a Reuters report on Workday (WDAY) being in acquisition talks with private equity firm Silver Lake. Reuters said Silver Lake is discussing a deal that would rank among the largest software buyouts in history. Workday is soaring nearly 22%, while DocuSign and Asana are up about 6%, and HubSpot is gaining roughly 11%.

Nvidia Partners with Safe Superintelligence for Long-Term Growth

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.INVESTMENT, PARTNERSHIP:Safe Superintelligence and Nvidiaannounced a long-term partnership to accelerate SSI's strategic growth. Nvidia has additionally made an investment in SSI. For SSI, Nvidia's substantial investment combined with access to the next-generation Nvidia Vera Rubin platform will allow SSI to increase its compute by an order of magnitude. The two companies will also collaborate on the technical advancement of Nvidia's current and future compute platforms, leveraging SSI's unique insights into the future of AI. For the last two years, SSI has been quietly advancing a new research direction to unlock a powerful and robustly aligned artificial intelligence. Nvidia entered this partnership to accelerate SSI's next stage of growth after obtaining rare access into the company's closely guarded research.$250B BACKSTOP:Nvidia is in discussions to provide $250B backstop for OpenAI for a data center project, Anissa Gardizy, Amrith Ramkumar, and Corrie Driebusch of The Wall Street Journal reports. This would help OpenAI lease a 10-gigawatt project that Softbank'ssubsidiary is developing in southern Ohio, people familiar with the matter told the Journal.CHINESE AI MODELS:OpenAI and Anthropic are urging U.S. regulators to restrict Chinese open-source AI models over intellectual property concerns, while Microsoft, Nvidia, and startup founders argue that open-source AI promotes innovation, security, and competition, The New York Times' Mike Isaac, Kate Conger, Ana Swanson, and Meaghan Tobin.AI-DRIVEN SOFTWARE DISPLACEMENT:RBC Capital notes that bear debates on AI and software center on three pillars, namely AI-built displacement of incumbent software; AI creating pricing pressure, due to lower barriers to entry; and disruption from AI-native vendors. While the firm acknowledges the latter two, it introduces its RBC Software TCO Calculator, available as an interactive dashboard, to better understand the first point. The key flaw behind the "AI replacing software" bear case is comparing the cost of building a custom solution versus the annual subscription costs from the vendor, RBC argues, saying that for a Total Cost of Ownership conversation, one needs to look at Build, Run, Maintain, Risk and Quality Gap. The firm applied its framework to 14 companies in its coverage universe, including Salesforce, Workday, HubSpot, Microsoft, Intuit, ServiceNow, Adobe, Shopify, Asana, DocuSign, ZoomInfo, Guidewire, Nice, and Veeva. The names with the greatest defensibility with RBC's dashboard are Microsoft, HubSpot, Intuit, Shopify, and Guidewire.AGENTIC AI CHIP DESIGN:Synopsysannounced new autonomous agentic AI workflows for chip design, developed in collaboration with Microsoftand available for evaluation on Microsoft Discovery. AI is fundamentally reshaping engineering, and Synopsys is building a comprehensive, open agentic AI stack to increase engineering autonomy and accelerate product design from silicon to systems. This week at the 2026 DAC Chips to Systems Conference, Synopsys is showcasing new fully autonomous workflows powered by AgentEngineer technology, extending agentic AI from task automation to long-running engineering execution. Synopsys, AMD, and Microsoft are enabling AI-powered design workflows that combine large-scale reasoning, domain expertise, and cloud-scale compute to accelerate the development of the next generation of AI infrastructure silicon. Today's milestone builds on the existing collaboration and previously announced agentic specification to RTL workflow, marking the first EDA applications available for evaluation on Microsoft Discovery. Customers can request evaluation access through Synopsys. AMD is actively evaluating the application of autonomous workflows to accelerate the development of their next-generation products.COLLABORATION:At the 2026 DAC Chips to Systems Conference, Synopsysannounced advancements to agentic AI for engineering in collaboration with Nvidia. Synopsys has developed fully autonomous, long-running agentic capabilities for chip design and electronics system design enabled with Nvidia Nemotron on Nvidia's accelerated computing platform and secured by the Nvidia OpenShell runtime. "AI is fundamentally reshaping engineering, and Synopsys is at the forefront of this transformation, enabling fully autonomous agents across every stage of silicon and systems development," said Ravi Subramanian, Chief Product Management Officer at Synopsys. "Our close collaboration with Nvidia continues to accelerate the development of next-generation AI technologies by combining Synopsys' domain expertise spanning EDA and CAE with Nvidia's advanced AI infrastructure and technologies. Together, we are enabling a new class of autonomous engineering workflows that elevate productivity, unlock deeper insights, and help customers innovate faster."UBER PARTNERSHIP:Alphabet'sWaymo is weighing options to split from its Uberpartnership, with the relationship between both parties souring amid an intense lobbying battle over the future of self-driving taxis, the Financial Times' Rafe Rosner-Uddin. The robotaxi company has held internal discussions about endings its current deals with Uber, which operates services in Austin and Atlanta, the author says, citing multiple people familiar with the matter. Waymo has already told Uber that it intends to enter these markets independently in January 2028 when their contract allows, the author notes.