Micron: Stellar Results, But Here's Why It's A Hold And Not A Buy [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
and displacing standard DRAM, which caps incremental revenue upside despite strong demand. Major fab and advanced packaging expansions in Idaho and Singapore will add substantial MU capacity only in 2027–2028, potentially coinciding with a memory supercycle peak and increasing cycle timing risk. Gross margins are inflecting higher on richer DRAM and HBM mix and strong pricing and are likely to remain elevated before potentially compressing later in the decade if the cycle. MU stock trades at a significantly higher P/B multiple than key memory peers, implying a stretched valuation premium compared with its own historical relationship to the group. The MU versus S&P 500 relative chart remains range-bound without a decisive breakout, supporting an expectation of broadly in-line performance and justifying a Market Perform or Hold rating. Arkadiusz Wargula/iStock via Getty Images Performance assessment The massive doubler on Micron Technology, Inc. ( MU ) has been a miss for
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MU
News
- Tech Stocks Are Surging Friday. Is the AI Trade Making a Comeback? [Yahoo! Finance]Yahoo! Finance
- Micron Earnings Are Good Enough, For Now (Rating Upgrade) [Seeking Alpha]Seeking Alpha
- Japan Bond Yields Jump After BOJ Hike as Global Markets Signal Confidence [Daily Finance]Daily Finance
- AI Chips Update - Advancements in AI Revolutionizing Chip Design and Verification [Yahoo! Finance]Yahoo! Finance
- Morning Bid: All I want for Xmas is accurate economic data [Yahoo! Finance]Yahoo! Finance
MU
Earnings
- 12/17/25 - Beat
MU
Sec Filings
- 12/18/25 - Form 10-Q
- 12/17/25 - Form 8-K
- 11/25/25 - Form ARS
- MU's page on the SEC website