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Stock impact report

5 Insightful Analyst Questions From Micron's Q1 Earnings Call [Yahoo! Finance]

Morgan Stanley (MS) 
Last morgan stanley earnings: 4/16 07:15 am Check Earnings Report
US:NYSE Investor Relations: morganstanley.com/about-us-ir
Company Research Source: Yahoo! Finance
Management attributed the surge in performance to robust demand for memory products across data center, mobile, and automotive markets, all underpinned by rapid AI adoption and supply constraints. CEO Sanjay Mehrotra highlighted that “quarterly revenue nearly tripled versus one year ago,” driven by record highs in DRAM, NAND, and high-bandwidth memory (HBM) segments. Mehrotra also pointed to successful ramp-up of advanced manufacturing nodes and a step-up in technology leadership as key contributors. Despite these achievements, management acknowledged that price-sensitive consumer segments, such as PCs and smartphones, are experiencing some demand impacts due to higher pricing. Is now the time to buy MU? Find out in our full research report (it's free). Micron (MU) Q1 CY2026 Highlights: Revenue: $23.86 billion vs analyst estimates of $19.87 billion (196% year-on-year growth, 20.1% beat) Adjusted EPS: $12.20 vs analyst estimates of $8.81 (38.4% beat) Adjusted EBITDA: $18.74 b Show less Read more
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