Price
$1063.84+7.28%Social Signal Score
Analyst Ratings
70 analysts52-week range
- Last close
- $1063.84
- Off 52w high
- -12.3%
- 200-day average
- $685.77
- vs 200-day
- +55.1%
Revenue
$54.23B+1265.97%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Sanjay Mehrotra
- Sector
- Technology
- Industry
- Semiconductors
- Employees
- 53,000
- Beta
- 2.22
- Country
- US
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 16.36
Financials
Revenue
$54.23B+1266.0%Net Income
$37.70B+20845.0%EBITDA
$47.01B+4060.1%Free Cash Flow
$26.81BEPS (diluted)
$32.87+20443.8%Shares Outstanding (diluted)
1.15B+5.1%Operating Expenses
$2.77BCash & Debt
$43.43BReturn of Capital
$538.00MRevenue by Segment (annual)
$37.08BDividend per Share
$0.15Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $133.19B | $84.97B | $75.38 |
| 2025 | $37.38B | $8.54B | $7.65 |
| 2024 | $25.11B | $778.00M | $0.70 |
| 2023 | $15.54B | $-5.83B | $-5.34 |
| 2022 | $30.76B | $8.69B | $7.81 |
| 2021 | $27.70B | $5.86B | $5.23 |
| 2020 | $21.43B | $2.69B | $2.42 |
| 2019 | $23.41B | $6.31B | $5.67 |
| 2018 | $30.39B | $14.13B | $11.51 |
| 2017 | $20.32B | $5.09B | $4.67 |
| 2016 | $12.40B | $-276.00M | $-0.27 |
| 2015 | $16.19B | $2.90B | $2.71 |
| 2014 | $16.36B | $3.04B | $2.87 |
| 2013 | $9.07B | $1.19B | $1.16 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from MU's reported EPS growth of 37.9% a year over 13 years. Historical EPS growth of 38% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $279.93
- Implied price
- $3,639
- Return from $1,075
- 27.6% a year
To earn 15.0% a year on these assumptions you'd need to buy at $1,809 — today's price is already 40.6% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 9 | 11 | 13 | 15 | 17 |
|---|---|---|---|---|---|
| 20.0% | 9.5% | 13.9% | 17.8% | 21.2% | 24.3% |
| 25.0% | 14.0% | 18.7% | 22.7% | 26.3% | 29.5% |
| 30.0% | 18.6% | 23.4% | 27.6% | 31.3% | 34.7% |
| 35.0% | 23.1% | 28.2% | 32.5% | 36.4% | 39.8% |
| 40.0% | 27.7% | 32.9% | 37.4% | 41.4% | 45.0% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
54-3.86%Social Signal Score
Mentions (100)
- 4chan /biz/biz·just now·Negative
>>62756908 It does make sense Hedge funds are shorting MU and SNDK and probably MRVL if it tries to go higher from here. Anything that has too much retail holding it, they will maliciously short to try and force people to sell.
View source ↗ - 4chan /biz/biz·2h ago·Positive
>>62756901 MU looking like it's hard stuck in 1100-1040's like sandisk, can't break 1800 for more than a day. Meanwhile Nvidia hit ATH today. Nothing makes sense
View source ↗ - 4chan /biz/biz·2h ago·Neutral
>>62756898 >checks MU No.
View source ↗ - 4chan /biz/biz·8h ago·Negative
It really feels like Nvidia should explode again, but people are just scared of market cap. Micron is probably better for 12 months then SpaceX.
View source ↗ - 4chan /biz/biz·9h ago·Positive
>>62756210 Not him but imagine not being 50% Micron 50%Nvidia/intel/TSM or some classic 'safe' semiconductors plays. I mean, the moment Micron told 'gaymers' f*** off you already knew 100% that's gonna skyrocket.
View source ↗ - 4chan /biz/biz·10h ago·Neutral
$100,000 in MU would pay you about $15 in dividends here soon just think about it
View source ↗ - 4chan /biz/biz·11h ago·Positive
>>62755792 Look, I don't understand your picture and I don't wanna bother with it. Just buy NVDA, GOOGL, AAPL and MU and don't look at it again until 2030.
View source ↗ - 4chan /biz/biz·12h ago·Neutral
>>62755715 -0.20% 37.5% MU
View source ↗ - News (RSS)investing·12h ago·Neutral
Micron trapped in chop zone between $1,015-$1,108: Live levels
View source ↗ - News (Marketaux)gurufocus.com·13h ago·Positive
Micron Technology (MU) Upgraded to Buy on AI-Driven Demand Surge On October 05, 2026, analysts upgraded <[+325 characters]
View source ↗ - Newsfool.com·14h ago·Positive
What's Going on With Micron Stock? Micron (MU -1.02%) is delivering the best financial performance I have witnessed in nearly a decade.
View source ↗ - 4chan /biz/biz·14h ago·Neutral
MU SISTERS WHAT THE F***
View source ↗ - News (RSS)fool·15h ago·Negative
Samsung May Report Its First 100 Trillion Won Quarter. Micron Stock Has More to Lose Than to Gain. The Korean memory giant might post its first quarter with over 100 trillion won in operating profit. What would a miss say about memory prices?
View source ↗ - News (RSS)thestreet·15h ago·Neutral
Morgan Stanley revisits Micron stock price target amid stellar growth Micron stock rides an AI memory boom, even as management warns that tight memory supply will last through 2028.
View source ↗ - 4chan /biz/biz·16h ago·Neutral
I'm so torn between Nvidia, Micron and SpaceX.
View source ↗ - 4chan /biz/biz·17h ago·Neutral
One anon I was talking to earlier today (or was it yesterday?) was telling me how AI stocks are trading similar to oil. Just took a look at today's charts and MU is recovering just as CVX is. How does it make sense?
View source ↗ - News (RSS)seekingalpha·17h ago·Positive
Hard Data Vs. Market Narrative: Unpacking MU's Triple-Digit Surge
View source ↗ - 4chan /biz/biz·17h ago·Positive
It’s like the other day when a coworker was bragging about how much he was up on his MU calls for August. That day just happened to be the local top for MU and he has not brought up the subject since.
View source ↗ - 4chan /biz/biz·18h ago·Neutral
>>62754402 Just sell it when you're green and buy MU or SKHY
View source ↗ - 4chan /biz/biz·19h ago·Neutral
MU sissies … I don’t feel so good
View source ↗ - Newsfool.com·19h ago·Neutral
Samsung May Report Its First 100 Trillion Won Quarter. Micron Stock Has More to Lose Than to Gain. Samsung's third-quarter operating profit consensus was 106.94 trillion won as of Oct. 2, according to FnGuide. Samsung's preliminary results show just consolidated revenue and operating profit, with no split by unit.
View source ↗ - News (RSS)seekingalpha·20h ago·Neutral
Micron Q4: My Thoughts On Results And DCF Adjustments
View source ↗ - News (RSS)seekingalpha·20h ago·Positive
Micron: The Market May Be Pricing In Future Revenue Declines, But I'm Still Bullish Now
View source ↗ - News (RSS)marketwatch·21h ago·Positive
Micron’s historic cash bonanza is set to rain down on investors Micron is taking in more cash than Apple and Nvidia. It’ll soon start doling that money out to shareholders in the form of stock buybacks..
View source ↗ - Newszacks.com·22h ago·Positive
Is Trending Stock Micron Technology, Inc. (MU) a Buy Now? Recently, Zacks.com users have been paying close attention to Micron (MU). This makes it worthwhile to examine what the stock has in store.
View source ↗ - Newsyoutube.com·23h ago·Neutral
What's Keeping MU Muted Post-Earnings? Nic Puckrin on Cyclicality & Supply Crunch Nic Puckrin offers his ket takeaways on Micron (MU) after the AI memory giant posted impressive earnings growth but didn't move the stock higher. Cyclicality of the memory trade is something Nic sees hanging over Micron and its peers.
View source ↗ - Newsfinbold.com·23h ago·Neutral
Short squeeze alert for Micron stock amid spike in short volume On Friday, October 2, Micron (NASDAQ: MU) stock short volume ratio not only climbed to a new two-week high, but also led to bearish bets overtaking bullish trades for the first time within the timeframe.
View source ↗ - Newsseekingalpha.com·1d ago·Positive
Micron Q4: My Thoughts On Results And DCF Adjustments Micron Technology (MU) delivered a strong quarter, driven by AI chip demand and significant revenue and EPS beats. MU's guidance implies continued momentum, with FY27 revenue midpoint at $61.5B and gross margin floor at 86%. Multi-year contracts and HBM partnerships with Nvidia increase revenue predictability and support a richer product mix.
View source ↗ - News (RSS)seekingalpha·1d ago·Positive
Micron: Strong Performance And A Continued Balancing Act
View source ↗ - Newsseekingalpha.com·1d ago·Positive
Micron: The Market May Be Pricing In Future Revenue Declines, But I'm Still Bullish Now MU delivered 380% YoY revenue growth and an 87% gross margin in 4Q, and its 1Q FY2027 outlook suggests the current momentum will continue. Memory supply shortages are fueling explosive growth due to price squeeze, with management guiding tighter conditions into FY2027 and FY2028. Despite rising capex for manufacturing expansion, revenue growth outpaces capex, pushing the capex-to-revenue ratio down and signif…
View source ↗ - Newsbarrons.com·1d ago·Positive
Micron Stock Falls Amid Fears of Memory-Price Peak. The Data Tell a Different Story. Micron stock has had a muted reaction to strong earnings so investors might want to look at memory price forecasts.
View source ↗ - Newsmarketwatch.com·1d ago·Positive
Micron's historic cash bonanza is set to rain down on investors Micron is taking in more cash than Apple and Nvidia. It'll soon start doling that money out to shareholders in the form of stock buybacks.
View source ↗ - News (RSS)livemint·1d ago·Neutral
The stock market is looking ahead to earnings season—and it likes what it sees Micron Technology’s blockbuster report on Sept. 30 gave the market a glimpse of what is yet to come.
View source ↗ - News (RSS)fool·1d ago·Positive
Micron Growth Is Surging and the Stock Looks Dirt Cheap. But Is the Stock a Buy? Micron is seeing surging revenue and earnings growth.
View source ↗ - News (RSS)seekingalpha·1d ago·Neutral
Micron: Memory Boom Still Has Legs
View source ↗ - 4chan /biz/biz·1d ago·Positive
…wing, so as long as the fed does not raise the rate too high too fast the AI funding circle jerk continues, and that helps fund AI associated companies like GEV, BE, MU, NVDA, COHR, LITE. Still money to be made off stocks but take some profits on big rips and be ready to sell a lot to lock in gains if Kevin keeps raising.
View source ↗ - 4chan /biz/biz·1d ago·Neutral
>>62752947 Honestly only heard about the restriction relating to MU, which it gets lifted on December 9, 2026.
View source ↗ - 4chan /biz/biz·1d ago·Positive
>>62752944 I actually happen to have decent position in gookstock as I slurped the dip during the bear market. It's mostly memory, so you may take it as an extension of MU trade. Still seems like a pretty decent buy as you can see that KOSPI reached over 9000 and it's currently like 7000, so it's still nowhere near ATH's. It's more complicated than just buying straight MU stocks, but you can probably just do DRAM as a good proxy.
View source ↗ - 4chan /biz/biz·1d ago·Positive
>>62752860 Hell yeah. Some semis already rallied and hit ATH's recently with more likely to follow, though memory/storage with MU in particular may lag due to chips act restricting them from buying back their own shares. Either way the recent Toshiba FOMO dip is a buying opportunity. Nvidia has been moving recently, though it's kind of tough as it just may be too big for its own good. Then there are more layers that may reap the benefits with Neoclouds/Hyperscalers/Software layer into Robotics …
View source ↗ - Newsseekingalpha.com·1d ago·Neutral
MULL: Wait For The Pullback Before Leveraging Micron's Growth GraniteShares 2x Long MU Daily ETF is rated Hold, reflecting near-term volatility despite Micron's robust long-term growth outlook. MU's growth is underpinned by expanding fabrication capacity, strong memory and storage demand, and management's guidance for sustained pricing power through FY27-28. Market uncertainty, higher interest rates, and technical factors may drive a near-term selling cycle, with MULL potentially declining to $1…
View source ↗ - Newsfool.com·1d ago·Positive
Micron Growth Is Surging and the Stock Looks Dirt Cheap. But Is the Stock a Buy? Micron turned in another great quarter and the stock remains cheap. However, there is another memory stock I like better.
View source ↗ - Newsseekingalpha.com·1d ago·Neutral
Micron: Memory Boom Still Has Legs Micron Technology is positioned for multi-year growth, driven by strategic customer agreements and surging AI-related memory demand. MU's SCAs now cover 35% of revenues through 2030, with $150 billion in RPOs and potential revenues up to $433 billion, if pricing holds. Physical AI and autonomous vehicles are set to drive the next memory demand cycle, with humanoid robots requiring up to 20x the memory of premium smartphones.
View source ↗ - News (RSS)seekingalpha·1d ago·Neutral
Micron: The Trade Of The Decade Has Arrived
View source ↗ - News (RSS)fool·1d ago·Positive
Is It Too Late to Buy Micron Technology Stock After Its 12-Month Gain of 500%? Micron just released another blockbuster set of financial results.
View source ↗ - News (RSS)fool·1d ago·Negative
Micron or Sandisk: If I Could Only Own One for the Next 5 Years, It Would Be This One Memory chip stocks had a great 2026. 2027 could be another incredible year.
View source ↗ - Newsfool.com·1d ago·Neutral
Investors Had a Tepid Reaction to Micron's Latest Earnings Report. An Overlooked Headwind May Explain Why. Micron stock rose modestly following a phenomenal earnings report. Analyst estimates in fiscal 2028 point to a dramatic slowdown.
View source ↗ - News (RSS)fool·1d ago·Neutral
Michael Burry Thinks the AI Bubble Will Burst Sooner Than Later, Including Big Drops in Micron and Nebius by Mid-2027 Here's why those companies could be among the first to experience the pain of the AI bubble popping.
View source ↗ - Newsseekingalpha.com·1d ago·Negative
…ed Micron is positioned for record revenue growth and tighter supply-demand conditions through 2028, with management guiding for sequential quarterly growth in FY27. MU's strategic customer agreements now cover 35%+ of revenue through 2030, reducing cyclicality and supporting higher minimum pricing and margins above prior cycle peaks. Custom HBM4E collaboration with Nvidia and significant capacity expansions underpin MU's AI supply chain relevance and future sales growth.
View source ↗ - Newsseekingalpha.com·1d ago·Negative
Micron's Hidden Financing Advantage Micron generated $54.2 billion in Q4 revenue, an 87% gross margin, and $33.2 billion of free cash flow. Twenty-six strategic agreements now carry $32 billion of customer commitments, with $12.7 billion of deposits already received. Customer deposits effectively help finance Micron's expansion, while government incentives further reduce the capital shareholders must ultimately fund.
View source ↗ - Newsfool.com·1d ago·Positive
Is It Too Late to Buy Micron Technology Stock After Its 12-Month Gain of 500%? Artificial intelligence (AI) workloads in data centers, smartphones, computers, and even cars require an increasing amount of memory capacity. Micron Technology is one of the world's top memory suppliers, and its revenue more than tripled during its 2026 fiscal year.
View source ↗ - News (RSS)fool·1d ago·Neutral
Broadcom vs. Micron: Which Semiconductor Stock Is the Better AI Buy over the Next 3 Years? Both semiconductor companies are poised to grow at an incredible pace due to the incredible demand for memory and custom AI processors.
View source ↗ - Newsfool.com·1d ago·Neutral
Micron or Sandisk: If I Could Only Own One for the Next 5 Years, It Would Be This One Micron makes both types of memory chips. Each company is growing at a rapid pace.
View source ↗ - Newsfool.com·1d ago·Negative
Michael Burry Thinks the AI Bubble Will Burst Sooner Than Later, Including Big Drops in Micron and Nebius by Mid-2027 Michael Burry is now betting that the stock market's AI bubble will burst sooner than he previously expected. He has covered some of his short positions and bought put options (a bearish bet) instead.
View source ↗ - News (RSS)seekingalpha·2d ago·Neutral
Micron: The Market Is In Disbelief. Ignore Them
View source ↗ - News (RSS)fool·2d ago·Neutral
Micron Technology vs. Qualcomm: What Revenue Trends Tell Investors About These Tech Companies Micron's revenue surged 432% over two years while Qualcomm's declined, widening a gap that raises questions about sector dynamics and competitive positioning.
View source ↗ - Newsseekingalpha.com·2d ago·Positive
Micron: The Market Is In Disbelief. Ignore Them Micron Technology (MU) should stay firmly invested, as the memory demand cycle continues, despite decelerating earnings beats versus prior quarters. MU's strategic customer agreements, covering 35% of revenue with price floors and ceilings, help mitigate cyclical risk and ASP volatility. Market concerns center on potential DRAM/HBM supply increases and de-spec trends, but current multiples (6x forward earnings) already significantly reflect these r…
View source ↗ - Newsfool.com·2d ago·Positive
Micron Technology vs. Qualcomm: What Revenue Trends Tell Investors About These Tech Companies When analyzing top-line performance over the last eight quarters, Micron Technology exhibits a stronger revenue trajectory than Qualcomm, establishing a clear pattern of quarterly expansion. Micron Technology generated accelerating quarter-over-quarter growth, while Qualcomm maintained a relatively stable quarter-over-quarter revenue pattern that eventually transitioned into a series of sequential decli…
View source ↗ - 4chan /biz/biz·2d ago·Positive
>>62750518 >unless MU and GOOGL hit ATHs Good stocks
View source ↗ - 4chan /biz/biz·2d ago·Positive
>>62750514 I can't make that much unless MU and GOOGL hit ATHs
View source ↗ - News (RSS)fool·2d ago·Positive
Micron Just Extended Its Forecast for the AI Build-Out to 2031. Its Stock Is Bound to Defy History. The memory maker now expects the high demand of the AI build-out to last even longer.
View source ↗ - News (RSS)seekingalpha·2d ago·Neutral
Micron: The Memory Equity Cycle Is At Its Zenith
View source ↗ - Newsyoutube.com·2d ago·Neutral
MU Earnings Add AI Memory Muscle, Valuation Shows Investor Caution Micron (MU) has rallied about 500% over the last 12 months — and the earnings growth justifies the stock price, according to George Tsilis. The problem?
View source ↗ - News (RSS)seekingalpha·2d ago·Neutral
Micron: The Memory Peak Is Still Ahead
View source ↗ - Newsfool.com·2d ago·Positive
Micron Just Extended Its Forecast for the AI Build-Out to 2031. Its Stock Is Bound to Defy History. Micron expects memory supply in 2027 and 2028 to be tighter than it was in 2026. Some of Micron's clients are extending their long-term purchasing deals into 2031.
View source ↗ - News (RSS)thestreet·2d ago·Neutral
Bank of America resets Micron stock forecast as AI ‘memory tax’ rises The AI boom’s growing memory bill has Wall Street recalculating.
View source ↗ - News (RSS)fool·2d ago·Negative
The Memory Boom Helped Micron Deliver a Record Year. Here’s Where the Stock Will Be in 3 Years Micron Technology's latest quarterly report clearly indicates that the stock's red-hot run is far from over.
View source ↗ - Newsseekingalpha.com·2d ago·Neutral
Micron: The Memory Equity Cycle Is At Its Zenith Micron has surged 13% since my last analysis, but I question the sustainability of this upside. Recent earnings showed 379% YoY revenue growth and 1,003% adjusted EPS growth, driven by AI demand. Forward guidance signals slowing growth: Q1 revenue up 351% and adjusted EPS up 698%, suggesting MU may be at its cycle peak.
View source ↗ - Newsseekingalpha.com·2d ago·Negative
Micron: The Memory Peak Is Still Ahead Micron delivered $54.2 billion in revenue and 87% gross margins, while Q4 adjusted free cash flow reached $33.2 billion. Q1 gross margin guidance fell to 86.25%, but management expects this quarter to mark FY2027's profitability floor. More than 75% of FY2027 shipments are committed, while 26 strategic agreements extend revenue visibility through 2030.
View source ↗ - Newsfool.com·3d ago·Positive
The Memory Boom Helped Micron Deliver a Record Year. Here's Where the Stock Will Be in 3 Years Micron management expects memory supply to tighten over the next couple of years. The company has signed several long-term agreements through 2030 that should ensure further growth.
View source ↗ - News (RSS)fool·3d ago·Neutral
I've Reviewed Thousands of Financial Reports: Micron Just Did Something I've Never Seen Before The remarkable results are far better than anything I've ever seen before.
View source ↗ - Newsfool.com·3d ago·Neutral
I've Reviewed Thousands of Financial Reports: Micron Just Did Something I've Never Seen Before In all my years of evaluating financial statements, I have never seen a company deliver this spectacular level of profit.
View source ↗ - News (RSS)seekingalpha·3d ago·Neutral
Micron And MUU: The Structural Shift Thesis Is Strengthening
View source ↗ - 4chan /biz/biz·3d ago·Negative
>>62748696 >lul Toshiba drives are rubbish. Once again the market is wrong it's funnier because the algos apparently pair sndk with WDC, and sndk is paired with MU So wdc crashes on.... nothing, so sndk and mu have to go down too.
View source ↗ - 4chan /biz/biz·3d ago·Neutral
MU sissies, first my hormones are delayed, now THIS?!
View source ↗ - 4chan /biz/biz·3d ago·Negative
Guys, didn't Burry have to lock in his losses to switch to puts? His first MU short was at around $1051 and then he added more at ~$930. He exited at about $1100 before making everyone leave for... Direct AI stocks for some reason.
View source ↗ - News (RSS)seekingalpha·3d ago·Positive
Micron: It's Different This Time - Buy At 6x Earnings Before AI Agents Rerate It
View source ↗ - News (RSS)seekingalpha·3d ago·Neutral
Micron: The $50 Billion CapEx Misconception (Why The Memory Floor Is Rising)
View source ↗ - 4chan /biz/biz·3d ago·Neutral
>>62748231 kek >GOOGL at 8/11: 343 >GOOGL at 10/2: 343 >MU at 8/17: 1011 >MU at 10/2: 1075 >MSFT at 8/10: 506 >MSFT at 10/2: 514
View source ↗ - News (RSS)investing·3d ago·Neutral
With record earnings in the rearview, Micron faces Taiwan strike prospects
View source ↗ - Newsfool.com·3d ago·Positive
Micron's Last 5 Post-Earnings Dips Turned Into Gains. This Time, the Stock Rose Instead. Micron's revenue was a record $54.2 billion for its fiscal fourth quarter. Micron expects to spend about $25 billion on new plants and equipment over its next two quarters.
View source ↗ - News (RSS)thestreet·3d ago·Negative
Micron just sent a stark memory chip warning to tech stock investors Micron posted record numbers on September 30. What it said about supply is the part that matters more.
View source ↗ - News (RSS)seekingalpha·3d ago·Neutral
Micron: The Memory Cycle Won't Last Forever
View source ↗ - Newsseekingalpha.com·3d ago·Positive
Micron: It's Different This Time - Buy At 6x Earnings Before AI Agents Rerate It Micron Technology, Inc. is upgraded to a Buy, driven by robust AI-related demand and a compelling 6x earnings multiple. MU's Q4 revenue soared 379% YoY to $54.2B, with gross margin at 87% and a $68.3B net cash position. Management anticipates tighter supply-demand through 2028, with over 75% of 2028 shipments already committed.
View source ↗ - Newsseekingalpha.com·3d ago·Negative
…on Technology, Inc. delivered robust FQ4 results, with $54.23B in revenue, an 87% GAAP gross margin, and $33.42 EPS, highlighting exceptional memory market strength. MU's forward strategy leverages $50B+ annual capex for early cleanroom construction, aligning future equipment deployment with rising Strategic Customer Agreements (SCAs) covering >35% of 2030 revenue. Over 75% of FY2027 output is already committed, with $150B in Remaining Performance Obligation and $32B in customer financial commit…
View source ↗ - 4chan /biz/biz·3d ago·Neutral
>MU 5 day chart >-0.03%
View source ↗ - 4chan /biz/biz·3d ago·Neutral
>>62747558 Much worse valuation based on forward earnings than MU or SNDK or SKHY why bother?
View source ↗ - News (RSS)seekingalpha·3d ago·Neutral
Micron: More Great Earnings Don't Change Our Mind
View source ↗ - 4chan /biz/biz·3d ago·Neutral
>>62747392 Wouldn't a biblical AI crash first require a biblical AI pump, like what happened during the dot.com era? I mean, sure some cyclical companies like Micron and AMD are up a lot, but I don't really see a massive crash manifesting when the big AI hyperscalers like Meta, Google and Microsoft are all trading in the low to mid 20 PE ratios and companies like Oracle are down 50% from their ATH. Also the S&P500 is right now at an 18 PE ratio, lower than it has been in years. Nothing screams p
View source ↗ - News (RSS)seekingalpha·3d ago·Neutral
Micron: It May Get Worse, Not Better
View source ↗ - Newsseekingalpha.com·3d ago·Positive
… Technology, Inc. has realized outsized gains driven by an unprecedented memory price boom, but I maintain a sell rating due to rising volatility and cyclical risks. MU's recent results beat expectations with 379% YoY revenue growth, yet the majority of gains stem from memory price increases, not sustainable volume expansion. I see clear signals of memory price deceleration into 2027, with consensus expecting a peak followed by a sharp decline, challenging MU's forward growth and margin trajecto…
View source ↗ - News247wallst.com·3d ago·Neutral
Cramer Says If You Are Shorting Micron You Are “Digging Your Own Grave” After Michael Burry Announces New Bet Against Company Two of the most-watched names in retail investing are on opposite sides of Micron Technology (NASDAQ:MU | MU Price Prediction) this week. Michael Burry told readers on September 28, 2026 that put options had replaced his short positions.
View source ↗ - News (RSS)fool·3d ago·Negative
Nvidia and Micron Can't Make AI Chips Without This Growth Stock. Here's Why It Could Soar. This company might be considered the AI gatekeeper.
View source ↗ - Newsseekingalpha.com·3d ago·Neutral
Micron: More Great Earnings Don't Change Our Mind Micron Technology, Inc. remains a tech megacap at ~$1.2T, but its current valuation offers only S&P 500-like returns despite blockbuster DRAM/NAND demand. MU's Strategic Customer Agreements secure >35% of revenue through 2030 with price floors/ceilings, but these contracts remain untested in severe downturns. Massive capex ramps by MU and competitors (Samsung, SK hynix, CXMT) threaten future pricing power and margin compression post-2028.
View source ↗ - Newsseekingalpha.com·3d ago·Neutral
Micron: It May Get Worse, Not Better Micron Technology, Inc. has surged over 500% in a year, driven by unprecedented AI-related memory demand and record earnings. MU reported blockbuster results: an 87% gross margin, $54B revenue (+380% YoY), and guided above consensus for both EPS and revenue. However, gross margins are unsustainably high for a cyclical hardware company; normalization and increased supply could trigger a sharp margin and valuation correction.
View source ↗ - Newsseekingalpha.com·3d ago·Positive
…apital Return Micron Technology is rated Buy, trading at just 6.8x forward earnings despite robust demand signals and a 379% YoY revenue surge to $54.2B. Over 75% of MU's 2027 output is already committed, with $32B in customer deposits and strategic take-or-pay contracts providing margin floors above historical peaks. MU is set to reach its cash target by December 2026, enabling a substantial new buyback authorization as the CHIPS Act cap lifts, with potential for a 7–8% buyback yield.
View source ↗ - News247wallst.com·3d ago·Positive
Institutional Investors Just Did What They Always Do So I Keep Buying Micron Every time Micron beats earnings, institutions sell and the stock drops. That pattern has repeated itself enough times that I started treating the pullbacks as a buying opportunity, and the numbers behind my latest purchase surprised even me.
View source ↗ - Newsbarrons.com·3d ago·Neutral
Two More Reasons for Caution on Micron Stock Micron stock has languished despite blowout earnings this week amid worries over chip cycles and margins. Here are two other causes for caution.
View source ↗ - Newsfinbold.com·4d ago·Positive
Wall Street sets Micron (MU) stock price for 12 months As Micron Technology, Inc. (Nasdaq: MU) stock opened Friday's pre-market trading at approximately $1,107.25, driven by its fiscal fourth-quarter and full-year 2026 earnings results that shattered expectations, Wall Street analysts are strongly convinced of a rally towards a new all-time high (ATH) in the next 12 months.
View source ↗ - Newsfool.com·4d ago·Negative
Why Micron Stock Soared in September The company is a prominent manufacturer of both. It was also the subject of several optimistic analyst updates.
View source ↗ - Newsfool.com·4d ago·Positive
Micron Plans to Put Its Excess Cash Into Buybacks. Here's How Much of the Stock That Could Retire. Micron produced $62.3 billion in adjusted free cash flow in fiscal 2026. Management plans to raise capital return starting Dec. 9, 2026, mostly through share buybacks.
View source ↗
Earnings
Wed, Dec 23(in 3 months)
Consensus estimate $37.94 per share
Typical surprise +19.4% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Sep 30$33.42 vs $31.77beat
- Wed, Jun 24$25.11 vs $20.98beat
- Wed, Mar 18$12.20 vs $9.19beat
- Wed, Dec 17$4.78 vs $3.96beat
- Tue, Sep 23$3.03 vs $2.86beat
- Wed, Jun 25$1.91 vs $1.60beat
Estimates and results for MU via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Earnings Call — 2026Q3
Management and analyst remarks, with per-speaker sentiment.
- Satya KumarCorporate Vice President, Investor Relations and Treasury+0.00
Thank you, and welcome to Micron Technology's fiscal third quarter 2026 financial conference call. On the call with me today are Sanjay Mehrotra, our Chairman, President and CEO and Mark J. Murphy, our CFO. Today's call is being webcast from our Investor Relations site at investors.micron.com, including audio and slides. In addition, the press release detailing our quarterly results has been poste…
- Sanjay MehrotraChairman, President and CEO+0.90
Thank you, Satya. With significant records in revenue, Micron delivered an exceptional fiscal Q3 — gross margin, and EPS, all exceeding the high end of our guidance. Demonstrating Micron's position as a leader enabling the AI era, our data center revenue exceeded $25 billion in fiscal Q3, on an annualized run rate of over $100 billion. Our data center SLC revenue exceeded $5 billion, more than dou…
- Mark J. MurphyChief Financial Officer+0.80
Thank you, Sanjay, and good afternoon, everyone. Micron delivered exceptional fiscal Q3 results, with revenue, gross margin, and EPS exceeding the high end of our guidance. Our results and today's outlook underscore the increasing value of memory in the AI era and the structural strength of our business. As mentioned, we have entered into 16 strategic customer agreements. For SCAs with defined pri…
- Sanjay MehrotraChairman, President and CEO+0.90
Thank you, Mark. AI has elevated the value of memory. Micron is collaborating closely with our customers and suppliers across technology, product, manufacturing, and commercial teams in this tight industry environment. Strategic customer agreements are ushering in an exciting era for Micron. We expect these SCAs to significantly enhance durability and predictability of Micron's strong financial pe…
- Timothy ArcuriAnalyst (UBS)+0.00
Sanjay, I am so I think we are all trying to figure out how much is locked in kind of a floor-price scenario over the next five years. And there were two things you said. You said that 14 of the 16 SCAs have $100 billion in cumulative revenue. So that sort of says, like, $20 billion a year at, like, a floor price, which is way below the run rate that you just guided. So that says that not that muc…
- Sanjay MehrotraChairman, President and CEO+0.80
As we indicated, under these SCAs that have been completed so far, at the floor price, the revenue is projected to be $100 billion. But, again, as Mark noted in his remarks, we expect revenue to be much higher than that. Note that at the floor price our profitability levels — the gross margins at the floor prices — are higher than peak margins at any time in the past. Overall, about 20% of DRAM an…
- Timothy ArcuriAnalyst (UBS)+0.00
And then, with respect to just how these layer in, Mark, like, how much of the August quarter revenue, for example, will be flowing under an SCA? I am just trying to figure out how to layer that into the model. And when you get to a full run rate where, by next fiscal Q4, will you be at sort of a full run rate of what is being covered by these SCAs? Can you help us sort of feather that in?…
- Mark J. MurphyChief Financial Officer+0.70
Yeah, Timothy, so you will see a disclosure in the 10-Q which will disclose the next 12-month revenue associated with each set of agreements that have an RPO. For example, for those that closed within Q3, you will see an RPO of over $5 billion, and you will see a next 12 months associated with that of about $1.8 billion, because those are some of the smaller agreements, like automotive agreements.…
Excerpts from MU's 2026Q3earnings call, via Alpha Vantage. Shown in part for commentary; refer to the company's own filings and investor relations site for the full call.
Insider trading
Open-market buys and sells by MU officers and directors.
- Bought
- —
- Sold
- $136.4m
0 trades
92 trades
- Mehrotra Sanjaysold
- Mehrotra Sanjaysold
- Mehrotra Sanjaysold
- Mehrotra Sanjaysold
- Mehrotra Sanjaysold
- Mehrotra Sanjaysold
- Mehrotra Sanjaysold
- Mehrotra Sanjaysold
8 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Prediction Markets
Live market-implied probabilities from Polymarket. These are odds traders are paying for, not forecasts — and not investment advice.
- What will Micron Technology, Inc. (MU) hit Week of October 5 2026?$6K vol · resolves Oct 9, 2026
- Will Micron Technology, Inc. (MU) hit (HIGH) $1,110 Week of October 5 2026?52%
- Will Micron Technology, Inc. (MU) hit (LOW) $1,020 Week of October 5 2026?39%
- Will Micron Technology, Inc. (MU) hit (LOW) $1,050 Week of October 5 2026?70%
- Will Micron Technology, Inc. (MU) hit (HIGH) $1,140 Week of October 5 2026?28%
- Will Micron Technology, Inc. (MU) hit (LOW) $990 Week of October 5 2026?17%
- Will Micron (MU) finish week of October 5 above___?$200 vol · resolves Oct 9, 2026
- Will Micron (MU) finish week of October 5 above $1,060?51%
- Will Micron (MU) finish week of October 5 above $1,070?45%
- Will Micron (MU) finish week of October 5 above $1,050?61%
- Will Micron (MU) finish week of October 5 above $1,080?40%
- Will Micron (MU) finish week of October 5 above $1,040?63%
Congress trades
- Ro Khannahouse · CA17 · disclosed Aug 12, 2026 (37d later)Sell$1,001 - $15,000
- Michael A. Rullihouse · disclosed Aug 10, 2026 (46d later)Buy$1,001 - $15,000
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$15,001 - $50,000
- Daniel Milton Newhousehouse · WA04 · disclosed Jul 20, 2026 (10d later)Buy$1,001 - $15,000
- Sheldon Whitehousesenate · RI · disclosed Jul 8, 2026 (13d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jul 3, 2026 (28d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jun 11, 2026 (31d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jun 11, 2026 (16d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jun 11, 2026 (30d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jun 9, 2026 (25d later)Sell$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Jun 4, 2026 (14d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed May 13, 2026 (16d later)Sell$1,001 - $15,000
- Dwight Evanshouse · PA03 · disclosed Apr 21, 2026 (28d later)Sell$15,001 - $50,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Apr 8, 2026 (14d later)Buy$1,001 - $15,000
- John Fettermansenate · PA · disclosed Apr 3, 2026 (4d later)Buy$1,001 - $15,000
- Tony Wiedhouse · WI08 · disclosed Mar 12, 2026 (21d later)Buy$15,001 - $50,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Mar 10, 2026 (14d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Mar 10, 2026 (28d later)Sell$1,001 - $15,000
- Cleo Fieldshouse · LA06 · disclosed Feb 25, 2026 (22d later)Buy$100,001 - $250,000
- John Boozmansenate · AR · disclosed Feb 15, 2026 (38d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.