Micron's Profit Supercycle Mirrors Nvidia - There's Still Time To Buy In [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
HBM-driven demand, severe supply constraints, and multi-year customer agreements underpin MU's explosive revenue and margin growth, mirroring Nvidia's profit surge two years ago. My financial projections for MU exceed consensus, anticipating 205% FY26 revenue growth and net margins peaking near 68% before normalizing as supply expands. Longer-term agreements should reduce cyclicality, supporting a potential re-rating of MU stock to a mid-teens earnings multiple and sustained shareholder value. Donna Feledichuk/iStock via Getty Images Last week, Micron Technology, Inc. ( MU ) reported its second quarter 2026 earnings , which turned out to be one of the largest blowouts I've seen in recent memory. The firm has done well as limited This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of MU either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not rec
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MU
News
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MU
Earnings
- 3/18/26 - Beat
MU
Sec Filings
- 3/19/26 - Form 10-Q
- 3/18/26 - Form 8-K
- 2/13/26 - Form SCHEDULE
- MU's page on the SEC website