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-0.00124129404492064 -0.000720379146919451 -0.000311147743663735 0.000618174325159718 0.00309087162579847 0.00449206676282713 0.00449206676282713 0.00449206676282713
Stock impact report

Micron Post Earnings: Just How Good Could Things Get? [Seeking Alpha]

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: Seeking Alpha
Everyone knows that MU is extremely well-positioned due to the memory-bound nature of AI build-out, but we don't think markets recognize that Micron has more leverage in the bank. Unlike Nvidia and Broadcom, Micron just reported a gross margin of 56.8%, up from 45.7% last quarter, and is guiding for 68% next quarter, with more growth expected in FY26. The AI bubble panic is scary, but we don't see a reason to be scared of MU stock. We continue to be bullish on MU because we see another round of outperformance in 2026 as industry transitions to HBM4. JHVEPhoto/iStock Editorial via Getty Images Micron Technology, Inc. ( MU ), is extremely well positioned within AI-led memory demand, and everyone knows it. This means that being good isn't good enough; Micron needs to convince investors that great growth cannot only be achieved More on my IG service Don't just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You'll get exc Show less Read more
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