Micron vs Salesforce
Micron and Salesforce are compared here to help readers understand how two leading technology companies operate in different markets. This page discusses their business models, revenue profiles, and market context in a neutral, accessible way, highlighting key similarities and differences without advocacy. Educational content, not financial advice.
Micron and Salesforce are compared here to help readers understand how two leading technology companies operate in different markets. This page discusses their business models, revenue profiles, and m...
Why It's Moving
Micron Technology Hits New 1-Year High Amid AI Memory Boom and Analyst Cheers
- Stock jumped 6% toward a record close, marking the 13th record this year and biggest January gain since 2000, driven by AI-led memory demand boosting revenue 56.7% year-over-year.
- Analysts maintain strong Buy consensus with average price target of $349.76, highlighted by recent upgrades like Sanford Bernstein's hike to $330.
- Q2 2026 guidance of 8.220-8.620 EPS signals confidence in profitability, despite insider sales and looming earnings on February 11.
Salesforce's AI Momentum Sparks Hopes for CRM Rebound Despite Recent Slump.
- Agentforce generated $540M in recurring revenues in Q3 FY26, surging 330% year-over-year, with over 50% from existing clients highlighting strong cross-sell success.
- AI tools drove $1.4B in combined recurring revenues, up 114%, underscoring Salesforce's edge in the booming enterprise AI ecosystem.
- Wall Street consensus sets a $327 median price target with 'Moderate Buy' rating, backed by institutional accumulation and a confirmed price bottom near $225.
Micron Technology Hits New 1-Year High Amid AI Memory Boom and Analyst Cheers
- Stock jumped 6% toward a record close, marking the 13th record this year and biggest January gain since 2000, driven by AI-led memory demand boosting revenue 56.7% year-over-year.
- Analysts maintain strong Buy consensus with average price target of $349.76, highlighted by recent upgrades like Sanford Bernstein's hike to $330.
- Q2 2026 guidance of 8.220-8.620 EPS signals confidence in profitability, despite insider sales and looming earnings on February 11.
Salesforce's AI Momentum Sparks Hopes for CRM Rebound Despite Recent Slump.
- Agentforce generated $540M in recurring revenues in Q3 FY26, surging 330% year-over-year, with over 50% from existing clients highlighting strong cross-sell success.
- AI tools drove $1.4B in combined recurring revenues, up 114%, underscoring Salesforce's edge in the booming enterprise AI ecosystem.
- Wall Street consensus sets a $327 median price target with 'Moderate Buy' rating, backed by institutional accumulation and a confirmed price bottom near $225.
Investment Analysis
Micron
MU
Pros
- Micron's revenue in 2025 surged by 48.85% to $37.38 billion, with earnings up nearly tenfold to $8.54 billion, reflecting strong profitability growth.
- The company maintains a bullish market sentiment and price forecast with expectations of a 14% share price rise by year-end 2025.
- Micron has a diverse portfolio including compute, mobile, embedded, and storage business units, serving various high-demand sectors like data centers and automotive.
Considerations
- Micron's stock is currently considered overvalued by approximately 3-4% relative to its intrinsic value estimates.
- The stock exhibits very high price volatility, with a 30-day volatility measure exceeding 10%, implying potentially increased investment risk.
- Despite recent gains, consensus analyst price targets suggest possible downside of around 15% from current levels, indicating varied expectations on future performance.
Salesforce
CRM
Pros
- Salesforce shares surged approximately 7% following a forecast of over $60 billion in revenue driven by strong AI-related growth prospects.
- The company leads gains among US AI stocks, highlighting its strategic positioning and growth potential in artificial intelligence.
- Salesforce is viewed as a leader in cloud-based customer relationship management, benefiting from ongoing digital transformation trends across industries.
Considerations
- Salesforce's growth is heavily dependent on continuous innovation in AI and cloud services, which poses execution and competitive risks.
- Macroeconomic uncertainties and potential regulatory scrutiny on data privacy may impact the company’s expansion and profitability.
- Market expectations are high, meaning any shortfall in meeting ambitious forecasts could lead to sharp negative stock price reactions.
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Micron (MU) Next Earnings Date
Micron Technology (MU) next earnings date is estimated for March 19, 2026, following the company's historical late-March reporting pattern for fiscal second-quarter results. This report will cover the fiscal second quarter of 2026 (Q2 2026), with the exact date unconfirmed by the company as of now. Investors should monitor official announcements for updates, as estimates are derived from prior schedules.
Salesforce (CRM) Next Earnings Date
Salesforce (CRM) is scheduled to report its next earnings on February 25, 2026, covering the Q4 fiscal 2026 period. This follows the recent Q3 fiscal 2026 release on December 3, 2025, which beat expectations. Investors should monitor for updates on revenue guidance and Agentforce momentum during the call.
Micron (MU) Next Earnings Date
Micron Technology (MU) next earnings date is estimated for March 19, 2026, following the company's historical late-March reporting pattern for fiscal second-quarter results. This report will cover the fiscal second quarter of 2026 (Q2 2026), with the exact date unconfirmed by the company as of now. Investors should monitor official announcements for updates, as estimates are derived from prior schedules.
Salesforce (CRM) Next Earnings Date
Salesforce (CRM) is scheduled to report its next earnings on February 25, 2026, covering the Q4 fiscal 2026 period. This follows the recent Q3 fiscal 2026 release on December 3, 2025, which beat expectations. Investors should monitor for updates on revenue guidance and Agentforce momentum during the call.
Which Baskets Do They Appear In?
Record High Rally
The S&P 500 and Nasdaq are hitting unprecedented heights, creating an exciting investment opportunity. Our professional analysts have carefully selected the market-leading companies at the forefront of this powerful upward trend, giving you direct access to the growth engines behind this historic rally.
Published: June 30, 2025
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Record High Rally
The S&P 500 and Nasdaq are hitting unprecedented heights, creating an exciting investment opportunity. Our professional analysts have carefully selected the market-leading companies at the forefront of this powerful upward trend, giving you direct access to the growth engines behind this historic rally.
Published: June 30, 2025
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