Micron Earnings Are Good Enough, For Now (Rating Upgrade) [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 guided for $18.7 billion in revenue and $8.42 adjusted EPS for 2Q26, nearly doubling prior expectations, with gross margins set to expand to 68%. High bandwidth memory demand is outstripping supply, with the company 'more than sold out' for 2026, supporting a sustained pricing power narrative. I'm upgrading MU stock to Buy, and I see structural demand, margin expansion, intentional capital discipline, and an attractive valuation at 7.9x forward P/E supporting more upside in 2026. I hereon share my sentiment on MU and why the stock is a buy in my books at current levels. KVLADIMIRV/iStock via Getty Images Micron Technology, Inc. ( MU ) reported fiscal Q1 '26 on Wednesday after the bell, and the stock was up around 3% on the print alone but extended gains after the earnings call and was 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 position
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MU
News
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MU
Earnings
- 12/17/25 - Beat
MU
Sec Filings
- 12/18/25 - Form 10-Q
- 12/17/25 - Form 8-K
- 11/25/25 - Form ARS
- MU's page on the SEC website