Micron Technology: Betting On The AI Memory Supercycle [Seeking Alpha]
Micron Technology, Inc. (MU)
Last micron technology, inc. earnings: 3/25 04:01 pm
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US:NASDAQ Investor Relations:
investors.micron.com
Company Research
Source: Seeking Alpha
MU's HBM supply is fully sold out through 2026, with long-term agreements and a unique U.S. manufacturing advantage amid geopolitical shifts. Despite a 7% post-earnings dip on $25B+ FY2026 Capex guidance, spending is backed by committed HBM orders and robust cash flow. At a 6.34x forward PE and $630 price target, MU offers 72% base-case upside, with risks in AI demand, tariffs, and capex intensity. mesh cube/iStock via Getty Images Setting the Stage Micron Technology has reported results that are among the most impressive earnings in the market so far. On March 18, 2026, the company reported Q2 FY2026 results that exceeded expectations. Revenue of $23.86 billion surged 196% year-over-year. Earnings This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of MU either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (oth
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MU
News
- Micron's AI Memory Bet Grows As HBM4 Sells Out And Debt Falls [Yahoo! Finance]Yahoo! Finance
- Micron gets $600 price target from KeyBanc, Oracle names new CFO [Yahoo! Finance]Yahoo! Finance
- Micron gets $600 price target from KeyBanc, Oracle names new CFO [Yahoo! Finance Canada]Yahoo! Finance Canada
- Is State Street SPDR NYSE Technology ETF (XNTK) a Strong ETF Right Now? [Yahoo! Finance]Yahoo! Finance
- Prediction: 1 Artificial Intelligence (AI) Stock Will Quietly Double While the Market Panics Over TurboQuant [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
MU
Earnings
- 3/18/26 - Beat
MU
Sec Filings
- 4/3/26 - Form 4
- 4/2/26 - Form 4
- 4/2/26 - Form 4
- MU's page on the SEC website