Micron (MU) Is Riding the AI Boom, but the Stock Still Trades at a Discount [Yahoo! Finance]
S&P Global Inc. (SPGI)
Last s&p global inc. earnings: 4/28 07:10 am
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Source: Yahoo! Finance
Fiscal Q2 results validate that the semiconductor company delivered the largest sequential revenue increase in its history, and the business continues to accelerate. Yet at roughly 7x forward earnings, Wall Street has not fully priced in Micron's earnings power. I remain long-term bullish on MU, as the gap between its sharp earnings momentum and still-modest valuation remains too wide to ignore. Claim 30% Off TipRanks Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Smashing Results Validate the AI Memory Thesis Micron's Fiscal Q2 results showed total revenue of $23.9 billion, up roughly 75% sequentially and 196% year-over-year, marking the fourth consecutive quarterly record and the largest sequential dollar increase in the company's history. In fact, Micron's Q2 revenue alone exceeded the company's entire Fiscal 2022 revenue of
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SPGI
Earnings
- 2/10/26 - Miss
SPGI
Sec Filings
- 4/2/26 - Form 4
- 3/31/26 - Form ARS
- 3/31/26 - Form DEFA14A
- SPGI's page on the SEC website