On August 27, Salesforce.com rose 12.64% overnight, trading at $231.8/share, with turnover of $144,400. The surge was driven by a blowout fiscal Q2 earnings report and the announcement of an expanded strategic partnership with Anthropic.
Salesforce.com reported fiscal Q2 2027 adjusted EPS of $5.90, crushing the analyst consensus estimate of $3.27 by over 80%, representing a 103% year-over-year increase from $2.91. Revenue came in at $11.345 billion, up 11% year-over-year, slightly above the $11.32 billion estimate. GAAP net income surged 87% to $3.53 billion. The company raised full-year FY2027 revenue guidance to $46.1B-$46.4B versus the FactSet estimate of $46.11B, and guided Q3 revenue of $11.42B-$11.5B, above consensus of $11.42B.
Simultaneously, Salesforce.com announced an expanded partnership with Anthropic, launching the Claudeforce product integrating Claude across its platform. The Claude integration is now available to select pilot customers, with a public beta expected in September, accelerating AI commercialization efforts.
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