Micron's Q1 Print Could Ignite Christmas Rally [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
Data center now drives 56% of volume and roughly 52% gross margin, suggesting a structurally higher profitability base versus Micron's old 30–40% norm for longer. HBM revenue hit about $2B quarterly, $8B annualized; HBM3E ramps absorb wafer starts and packaging, tightening DRAM supply and sustaining broader ASP power into 2026. Management guides Q1 at $12.5B revenue, 51.5% gross margin, and $3.75 EPS; consensus sits higher, so even cents matter as pricing rises with tight supply. At under 11x implied FY2027 earnings, I see re-rating potential; 15x yields $331 target, about 34% upside, versus $221 downside case if multiples compress later. JHVEPhoto/iStock Editorial via Getty Images Investment Rating: "Buy" Micron Technology, Inc. ( MU ) is the largest US memory company and a leading global supplier of DRAM, NOR, and NAND memory, which turned out to be one of the best in its class in terms of shareholders' returns for this This article was written by Analyst's Disclosu
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MU
News
- AI-Fueled Demand to Boost Micron Technology's DRAM Revenues in Q1 [Yahoo! Finance]Yahoo! Finance
- Micron Technology (NASDAQ:MU) had its price target raised by analysts at Wedbush from $220.00 to $300.00. They now have an "outperform" rating on the stock.MarketBeat
- Micron Technology (NASDAQ:MU) had its "buy" rating reaffirmed by analysts at Rosenblatt Securities. They now have a $300.00 price target on the stock.MarketBeat
- UBS Lifts Micron (MU) EPS Forecasts on Stronger DRAM and NAND Pricing [Yahoo! Finance]Yahoo! Finance
- Earnings week ahead: FDX, NKE, MU, BB, CCL, ACN, and more [Seeking Alpha]Seeking Alpha
MU
Earnings
- 9/23/25 - Beat
MU
Sec Filings
- 11/25/25 - Form ARS
- 11/25/25 - Form DEFA14A
- 11/25/25 - Form DEF
- MU's page on the SEC website