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Enterprise technology leaders post earnings beats as forecasts improve

Stronger-than-expected earnings from UiPath and Salesforce lifted expectations for enterprise software demand while analysts upgraded S&P 500 profit growth projections.
Enterprise focused technology companies reported stronger-than-expected earnings for the December quarter, strengthening confidence in IT spending trends. UiPath posted adjusted earnings of 16 cents per share for Q3 2025, surpassing estimates as revenue rose to $411.11 million. Salesforce also delivered an earnings surprise, reporting adjusted earnings of $3.25 per share compared with forecasts of $2.85, on revenues of $10.26 billion.