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0.00198521023237042 0.00143439296535068 -0.00101188372053085 -0.00353916294567991 0.00312702202588649 -0.00528881779386016 -0.000979482704823655 -0.00104428473623786
Stock impact report

Is Micron Technology Stock a 'Buy' or 'Sell' In 2026? [Yahoo! Finance]

Micron Technology, Inc. (MU) 
Last micron technology, inc. earnings: 3/25 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.micron.com
Company Research Source: Yahoo! Finance
HBM3E and HBM4 help power AI servers that run alongside GPUs, and Micron supplies memory that data centers need to accelerate those workloads. In Q1 2026 Micron reported $13.6 billion in net revenue, up 21% quarter-over-quarter, and its gross margin expanded sharply to about 57%, a clear sign that higher-margin HBM sales reached meaningful scale. Warning! GuruFocus has detected 6 Warning Sign with MU. Is MU fairly valued? Test your thesis with our free DCF calculator. The HBM shortage has pushed customers to pay more and reserve capacity, and Micron says much of its HBM capacity for late 2025 and all of 2026 already carries committed orders. That setup gives Micron near-term visibility into sales and profit growth, especially because large GPU makers such as NVIDIA ( NASDAQ:NVDA ) buy HBM to pair with their accelerators. While NVIDIA earns most headlines for GPUs, Micron captures the memory side of the same AI stack, and its forward P/E near the low single digits makes the s Show less Read more
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