Micron: The AI Memory Boom Has Staying Power (For Now) [Seeking Alpha]
Micron Technology, Inc. (MU)
Last micron technology, inc. earnings: 3/25 04:01 pm
Check Earnings Report
US:NASDAQ Investor Relations:
investors.micron.com
Company Research
Source: Seeking Alpha
MU reported record Q1 revenue of $13.64BN (up 57% YoY) and operating margins rebounding to 45%, with HBM and Cloud Memory segments leading growth. HBM supply is sold out through FY2026; management forecasts HBM TAM to reach $100BN by 2028 at a 40% CAGR, but new capacity won't arrive until 2027-2028. MU is currently fairly valued at ~$420/share, with upside possible if supply constraints persist, but risks remain from cyclical margins, customer concentration, and AI CapEx sustainability. J Studios/DigitalVision via Getty Images Since our last review of Micron Technology ( MU MU:CA ZMIC:CA ) about a year ago, the company has experienced an extraordinary upward trend, rising 294%. This is largely attributable to sharply rising This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it exp
Show less
Read more
Impact Snapshot
Event Time:
MU
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
MU alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
MU alerts
High impacting Micron Technology, Inc. news events
Weekly update
A roundup of the hottest topics
MU
News
- Prediction: The Artificial Intelligence (AI) "Pick and Shovel" Trade Isn't Over. Here Are 2 Stocks to Buy for 2026. [Yahoo! Finance]Yahoo! Finance
- Micron (MU) to Spend $200B on New Factories as Memory Chip Demand Explodes [Yahoo! Finance]Yahoo! Finance
- Should You Forget Micron and Buy This Other Artificial Intelligence (AI) Chip Stock Instead? [Yahoo! Finance]Yahoo! Finance
- Micron: Get Ready For Another Leg Higher [Seeking Alpha]Seeking Alpha
- Up 326%, Should You Buy Micron Technology Right Now? [Yahoo! Finance]Yahoo! Finance
MU
Earnings
- 12/17/25 - Beat
MU
Sec Filings
- 2/13/26 - Form SCHEDULE
- 2/4/26 - Form 4
- 2/2/26 - Form 144
- MU's page on the SEC website