Investors are betting AI demand can support another strong quarter.

Salesforce, Workday, Intuit are also on deck along with DollarTree, Williams-Sonoma, Zoom Communications, Rubrik and Heico.

Beyond analysts' top-and-bottom-line estimates for Salesforce (CRM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended July 2026.

Salesforce and ServiceNow both planted their flags on agentic AI this quarter, but their bets look almost nothing alike, and only one of those bets prices in the risk of being wrong.

Salesforce is scheduled to report earnings Wednesday afternoon, with the software maker’s stock seen potentially reaching its highest point since January following the results.

SAP's Business Data Cloud is becoming a key AI pillar as strong deal adoption, cloud growth and data integration support its push toward the autonomous enterprise.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

The company is making a big change to its balance sheet.

Salesforce, Seagate Technology and AT&T offer contrasting growth stories, with AI, data center demand and network expansion shaping their outlooks.

The software titan experienced record revenue as it embraced the AI threat.

Today's Research Daily features new research reports on 16 major stocks, including Salesforce, Inc. (CRM), Seagate Technology Holdings PLC (STX) and AT&T Inc. (T), as well as a micro-cap stock, Daily Journal Corporation (DJCO).

Investing.com -- Anthropic plans to allow enterprise customers greater control over their data when using its advanced AI models, Reuters reported on Thursday.

Salesforce (CRM) faces a favorable setup heading into its fiscal second-quarter results, with upside

The option chain puts a floor beneath anything the stock has traded over the past year and a ceiling far above its high, and it is charging an ordinary premium to do it.

CEOs used to talk up AI progress and efficiency by the number of workers it could replace, but with economic worries climbing, they're being more careful about linking AI to job cuts.

Salesforce shares are down more than 20% this year, yet the valuation, the AI numbers, and the prediction markets are all pointing toward the same date on the calendar.

Elastic (ESTC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Designkit has unveiled an AI-powered video platform designed to transform product photos into marketing videos, catering to the growing demand for video content in e-commerce. The platform enables brands to convert existing image assets into videos suitable for various channels, including online stores, social media platforms, and digital ads, without the need for traditional filming and editing processes. This innovation stands to streamline the creative workflow for e-commerce teams,...

Salesforce, ServiceNow, Workday and Microsoft are leading a software rebound once thought unlikely amid AI disruption fears.

AMD's AI momentum commands a premium valuation, while Salesforce's software dominance trades at a fraction of that multiple, a stark contrast that reshapes the growth-versus-value debate.

Software companies' revenue and earnings beat rates accelerated sequentially in the second quarter,

AI-native account startup Rillet became a unicorn, led by Iconiq, after it doubled its ARR in the past three months, it said.

Enterprise software built its business around human users. AI agents are about to change that assumption entirely.

PATH's agentic AI adoption and enterprise growth support its outlook, but slowing revenue and flat near-term earnings could cap gains after a 44% rally.

TEAM's AI adoption is driving customer expansion, larger deals and cross-selling, strengthening its position in cloud software.

Jim Cramer says the 2026 software selloff has crossed a line, and the market is no longer pricing in missed earnings but betting on total extinction. Whether that fear has any grounding in reality is a very different question.

CRM's Agentforce ARR surges 205% as AI usage climbs, deepening CRM integration and strengthening its position in the enterprise AI race.

Salesforce (CRM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Salesforce (CRM) has moved back into focus for investors after a sector rotation into software stocks, renewed attention on its Agentforce AI platform, and rising interest ahead of the upcoming earnings report. See our latest analysis for Salesforce. Salesforce’s recent 1-day share price return of 2.71% and 30-day share price return of 14.86% suggest momentum has picked up again, even though the year to date share price return is down 22.66% and the 1-year total shareholder return is down...

Salesforce (CRM) closed the most recent trading day at $196.48, moving +2.88% from the previous trading session.

Semiconductors are bleeding while software stocks quietly climb, and the gap between those two moves tells a story about how investors are repricing the entire AI trade right now.

The customer relationship manager is getting a little love from Wall Street.

Tech stocks tumbled Tuesday, joining a broad market sell-off triggered by ongoing worries about the U.S.-Iran conflict which led to higher Treasury Yields and oil prices. One analyst also pointed to a potential culprit: reports of Anthropic projected revenue run rate, which is lower than speculation. The Nasdaq shed roughly 278 points or around 1%, as chip stocks, led by...

Salesforce is currently trading at a lower valuation multiple compared to historical averages, prompting investor debate over its intrinsic value.

Adobe’s stock has declined to a historical support zone that has previously preceded upward price momentum. Trading around $254, it sits at a price level that has attracted increased buying volume in the past.

Salesforce Inc. (NYSE:CRM) and ServiceNow Inc. (NYSE:NOW) could face growing pressure on one of enterprise software’s most lucrative business models as AI agents reduce the need for human software users, according to Parnassus Investments Chief Investment Officer Todd Ahlsten. "The...

The company's backlog has quietly swelled to a record size. Remaining performance obligations finished at $638 billion, a figure that redefines its growth trajectory. This massive book of business, up 363%, was bolstered by signing $67 billion in AI infrastructure contracts in a single quarter.

Workday stock in focus as Deutsche Bank downgrades it to 'Hold.' Here’s why the firm’s analyst recommends caution in playing WDAY shares.

The pair trade that saw investors go long chips and short software lit up the stock market for much of 2026. Now it’s on life support.

Salesforce (NYSE:CRM) CEO Marc Benioff is set to deliver the opening keynote at the 2026 Six Five Summit: AI Unleashed, focusing on enterprise AI. The keynote will highlight Salesforce's role in the broader AI ecosystem and its approach to AI for large businesses. The appearance gives investors and industry watchers a fresh window into Salesforce's AI priorities and longer term product direction. This public platform is separate from recent leadership changes or government contract activity...

A number of stocks fell in the afternoon session after Bloomberg reported that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.

A number of stocks fell in the afternoon session after Bloomberg reported that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.

A number of stocks fell in the afternoon session after Bloomberg reported that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.

ServiceNow just crossed a milestone that Wall Street has barely noticed, and our model says the window to act is closing faster than most investors realize.

Management no longer opens on cloud migrations, and what replaced them is billed in a different way.

Stock Market Today: The Dow Jones index drops as memory-chip stocks Micron and Sandisk rally. Trump threatens Oman.

CRM's AI momentum, stronger earnings outlook and lower valuation give it an edge over TEAM amid rising AI investments.

MSFT's expanding 365 seats and premium E7 adoption can fuel revenue growth as Copilot gains traction across enterprise workflows.

Wall Street is hitting the pause button on Workday after shares rose sharply higher on report of a posisble private-equity takeover.

The software giant retired a tenth of its share count in a single stroke. The bill shows up in fiscal 2027 cash flow.