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Salesforce Q2 results expected in line; growth reacceleration in H2 remains uncertain, says Jefferies

Company Fundamentals
25 Aug 2026
Proactive Investors
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Neutral
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Salesforce is set to report fiscal Q2 results in line with expectations, according to Jefferies, though questions remain about whether growth will pick up in the second half of 2026. A survey of Salesforce partners showed stable growth projections around 10% for the year, but some metrics and AI product adoption softened. Jefferies highlighted Salesforce's ongoing M&A activity as a positive for expanding its product portfolio, despite competition risks and leadership changes. The stock has rebounded 33% in the past month but remains down 21% year to date, with AI monetization expected to grow slowly.

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