Guidance upgrades are generally one of the most bullish things to watch for in earnings season, as renewed outlooks can often lead to positive EPS revisions, one of the strongest drivers of a stock’s near-term movement. And recently, Palantir PLTR, Salesforce CRM, and ServiceNow NOW have raised their outlooks in one way or another.
Palantir
PLTR lifted its guidance across many metrics, now expecting FY26 revenue in a band of $8.150 – $8.158 billion, reflective of 82% YoY growth. U.S. commercial demand is also expected to remain red-hot, with PLTR upping the guidance to reflect 134% YoY growth.
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Salesforce
CRM recently raised FY27 revenue guidance to $46.1-$46.4 billion from $45.9-$46.2 billion, a $200 million midpoint increase. Subscription and support growth guidance also improved to slightly above 12%, while CRM also significantly raised adjusted EPS guidance to $16.67-$16.71 from $14.06-$14.12.
ServiceNow
NOW raised FY26 subscription revenue guidance to $15.76-$15.78 billion, versus its previous $15.735-$15.775 billion range. Constant-currency growth is now expected at 21%, compared with the prior 20.5%-21%. Management specifically credited stronger-than-expected net new ACV, with AI-related demand a major contributor.
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Salesforce, Inc. (CRM) : Free Stock Analysis Report
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This article originally published on Zacks Investment Research (zacks.com).
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