Micron: Don't Be Fooled By The Beat, The Downturn Is Coming [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 growth is fueled more by price increases amid supply shortages than by volume expansion, signaling classic memory cycle dynamics rather than purely structural change. Despite strong AI tailwinds, weakening traditional memory markets and aggressive industry-wide CapEx raise risks of future oversupply and margin normalization. My valuation model estimates MU's intrinsic value at $225.54 per share, implying ~44% downside from current levels and highlighting significant overvaluation risk. JHVEPhoto/iStock Editorial via Getty Images Micron Technology ( MU ) has become one of the biggest winners of the generative AI revolution lately. The company showed explosive results for Q2, where revenue nearly tripled year-on-year and margins approached 75%. After showing
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News
- Micron's SSD Growth Drives NAND Revenues: Will it Sustain Momentum? [Yahoo! Finance]Yahoo! Finance
- Micron: Don't Try To Call The Top, Just Choose Your Risk Appetite [Seeking Alpha]Seeking Alpha
- Micron Just Started Mass-Producing HBM4 for Nvidia's Vera Rubin. Here's Why This Stock Could Soar in 2026. [Yahoo! Finance]Yahoo! Finance
- No, Alphabet Won't 'DeepSeek' Micron, Sandisk [Seeking Alpha]Seeking Alpha
- Google Unveils AI Breakthrough Cutting Memory Use by 6x, Pressuring Flash Stocks [Yahoo! Finance]Yahoo! Finance
MU
Earnings
- 3/18/26 - Beat
MU
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/25/26 - Form 8-K
- 3/19/26 - Form 10-Q
- MU's page on the SEC website