Shares in Salesforce $CRM (+1.86%) fell by around 5% in pre-market trading after the company issued a revenue forecast for the 2026 financial year that was below Wall Street's expectations. The reason for this is the slow uptake of the Agentforce platform, which is based on artificial intelligence.
Salesforce, a pioneer in software-as-a-service, is relying heavily on AI agents to drive growth. In a market where companies like Microsoft and Amazon are already leaders, the pressure on Salesforce is particularly high.
Forecast revenues for 2025 are expected to be between USD 40.5 billion and USD 40.9 billion, while analysts expect an average of USD 41.35 billion. Adjusted earnings per share of USD 11.09 to USD 11.17 are also expected to be below analysts' estimates of USD 11.18.
Analysts emphasize that the return to double-digit growth rates depends on the successful introduction of Agentforce, especially after the weak growth figures of recent quarters.