Salesforce stock jumps 18% on AI growth and Anthropic investment gain
- ID
- 18362
- Status
- summarized
- Published
- 27 Aug 2026, 9:53 PM
- Fetched
- 27 Aug 2026, 10:41 PM
- Provider
- CNBC Technology
- Category
- technology
- Original URL
- https://www.cnbc.com/2026/08/26/salesforce-crm-q2-earnings-report-2027.html
- Source URL
- https://www.cnbc.com/id/19854910/device/rss/rss.html
Summary
- Score
- 3.0
- Created
- 27 Aug 2026, 10:41 PM
- Tags
- Audience
- saas_founders
What happened
Salesforce shares jumped 14% after reporting Q2 FY2027 revenue of $11.35B (up 11% YoY) and adjusted EPS of $5.90, beating LSEG consensus. The company raised full-year guidance citing AI traction and booked a $2.6B gain from its stake in Anthropic, which was valued at $965B in May. Free cash flow spiked 81% to $1.10B, well above the $643.2M StreetAccount consensus.
Why it matters
This is primarily an earnings and investment-gain story with little direct builder takeaway. The only actionable signal is that Salesforce is seeing enough AI-driven revenue traction to raise guidance—if you build on Salesforce's platform or compete with its AI products, this confirms continued investment pressure in that ecosystem. For everyone else, the Anthropic $965B valuation is a data point on private AI valuations but not something to act on.
Discussion angle
Whether Anthropic's $965B private valuation—and the fact that multiple incumbents (Salesforce, Alphabet, Microsoft) are booking gains from it—signals a sustainable AI revenue cycle or a late-stage valuation bubble that affects funding availability for smaller builders.