Micron Enters A Profit 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
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Source: Seeking Alpha
Micron forecasts HBM market growth near 40% CAGR, reaching roughly $100 billion and surpassing the entire 2024 DRAM market. Q2 guidance reflects pricing power, with projected $18.7 billion revenue, $8.42 non-GAAP EPS, and 68% gross margins. Structural capacity constraints limit near-term supply additions, despite planned $20 billion fiscal 2026 CapEx with long lead times. Forward valuation remains compressed near 8x non-GAAP earnings, despite sharply rising profits and margins well above prior-cycle peaks. mesh cube/iStock via Getty Images Investment Thesis Micron Technology, Inc. ( MU ) sits at the center of a structural memory shortage driven by AI, with High-Bandwidth Memory (HBM) demand vastly outpacing industry supply. Sold-out HBM capacity through 2026, limited ability to add fabs quickly, and This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficia
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MU
Earnings
- 12/17/25 - Beat
MU
Sec Filings
- 12/22/25 - Form 144
- 12/19/25 - Form 144
- 12/18/25 - Form 10-Q
- MU's page on the SEC website