The 'Problem' With Micron's Guidance [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
Company Research
Source: Seeking Alpha
Capex guidance—$25B for FY26 and $10B construction in FY27—has raised investor concerns about capital efficiency, mirroring prior capex cycles, as recent as 2022. However, this time around these investments are growth-accretive and Micron is experiencing unprecedented demand and supply constraints in both NAND and DRAM, with prices surging 5-7x year-over-year.. I remain bullish on MU stock, emphasizing generational tailwinds, robust pricing, and zero insider selling as indicators of continued upside. CondSTD/iStock via Getty Images Investment Thesis The market reaction to Micron Technology, Inc.'s ( MU ) stellar Q2 FY26 ER might have perplexed just about every investor. After all, the company beat the midpoint of consensus expectations by an eye-popping 24%, implying
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MU
News
- Micron Is Raising Its Dividend by a Whopping 30%. Does That Make MU Stock a Buy Here? [Yahoo! Finance]Yahoo! Finance
- Micron Stock Is Up 311% Over the Last Year. Here's Why It's Still a Cheap Buy. [Yahoo! Finance]Yahoo! Finance
- Raymond James Raises its Price Target on Micron Technology, Inc. (MU) to $530 [Yahoo! Finance]Yahoo! Finance
- Musk Terafab Demand Puts Micron HBM Capacity And Valuation In Focus [Yahoo! Finance]Yahoo! Finance
- If Micron Breaks Below Its 50-Day Moving Average, Should You Buy the Dip in MU Stock or Stay Far Away? [Yahoo! Finance]Yahoo! Finance
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