Micron Bulls Are About To Meet Samsung's HBM4 Memory Chip (Rating Downgrade) [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
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Source: Seeking Alpha
In my view, Samsung's HBM4 production ramp poses a downside catalyst that could pressure MU's market share and forward guidance even in a memory supply-constrained environment. After a 215% run since last summer, Micron now needs consistent beat-and-raise quarters. However, even this may not be enough given the current macro backdrop (remember NVDA last week). I see a strong memory cycle lasting into 2027. The top 8 CSPs are expected to spend over $710B in 2026 (up 61% yoy). Supply remains constrained. I see Q3 FY26 revenue guidance as the key bar. The Street expects $21.85B in revenue. JHVEPhoto/iStock Editorial via Getty Images I am downgrading Micron Technology, Inc. ( MU ) to a hold heading into the Q2 FY26 print. Aside from the current macro backdrop, which is no longer rewarding risk assets (particularly those in the tech sector, as shown in This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the
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News
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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