

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 Crushes Q1 Records on AI Memory Boom, Eyes Even Bigger Q2 Surge
- Record revenue and $5.24 billion net income beat forecasts, with every business unit posting margin gains signaling robust execution amid AI tailwinds.
- Q2 guidance calls for $18.3-19.1 billion revenue and EPS of $8.22-8.62, projecting new highs in profitability and free cash flow.
- CEO Sanjay Mehrotra touted Micron's tech edge as key to meeting surging memory needs, while supply-demand imbalances highlight HBM pricing power.

Salesforce Crushes Q1 Earnings and Raises Guidance, Sparking Bullish Buy Signals for 2026
- Record Q1 performance driven by Agentforce adoption, enabling AI-powered agents that turn customer data into actionable insights and digital workforces.
- Strong technical rebound from $225 support level, forming a Double Bottom pattern amid institutional buying and Moderate Buy analyst consensus.
- Pending Informatica acquisition set to supercharge data capabilities, with currency tailwinds adding to optimistic FY26 growth trajectory.

Micron Crushes Q1 Records on AI Memory Boom, Eyes Even Bigger Q2 Surge
- Record revenue and $5.24 billion net income beat forecasts, with every business unit posting margin gains signaling robust execution amid AI tailwinds.
- Q2 guidance calls for $18.3-19.1 billion revenue and EPS of $8.22-8.62, projecting new highs in profitability and free cash flow.
- CEO Sanjay Mehrotra touted Micron's tech edge as key to meeting surging memory needs, while supply-demand imbalances highlight HBM pricing power.

Salesforce Crushes Q1 Earnings and Raises Guidance, Sparking Bullish Buy Signals for 2026
- Record Q1 performance driven by Agentforce adoption, enabling AI-powered agents that turn customer data into actionable insights and digital workforces.
- Strong technical rebound from $225 support level, forming a Double Bottom pattern amid institutional buying and Moderate Buy analyst consensus.
- Pending Informatica acquisition set to supercharge data capabilities, with currency tailwinds adding to optimistic FY26 growth trajectory.
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's next earnings report is scheduled for March 19, 2026, covering the company's first quarter of fiscal 2026. The earnings call will take place after market close on that date, where management will discuss financial results and provide forward guidance. Analysts are currently projecting earnings per share of approximately $8.22 for this quarter. This announcement follows the company's recent Q1 2026 report in December 2025, where Micron beat expectations with an EPS of $4.78 versus the estimated $3.82.
Salesforce (CRM) Next Earnings Date
Salesforce's next earnings date is scheduled for February 25, 2026, covering the fourth quarter of fiscal 2026 (ending January 31, 2026). This follows the recent Q3 FY2026 report released on December 3, 2025, for the period ended October 31, 2025. Investors should monitor official announcements for any adjustments to this schedule.
Micron (MU) Next Earnings Date
Micron Technology's next earnings report is scheduled for March 19, 2026, covering the company's first quarter of fiscal 2026. The earnings call will take place after market close on that date, where management will discuss financial results and provide forward guidance. Analysts are currently projecting earnings per share of approximately $8.22 for this quarter. This announcement follows the company's recent Q1 2026 report in December 2025, where Micron beat expectations with an EPS of $4.78 versus the estimated $3.82.
Salesforce (CRM) Next Earnings Date
Salesforce's next earnings date is scheduled for February 25, 2026, covering the fourth quarter of fiscal 2026 (ending January 31, 2026). This follows the recent Q3 FY2026 report released on December 3, 2025, for the period ended October 31, 2025. Investors should monitor official announcements for any adjustments to this schedule.
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
Explore BasketWhich 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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