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Micron Bulls Are About To Meet Samsung's HBM4 Memory Chip (Rating Downgrade) [Seeking Alpha]

Micron Technology, Inc. (MU)  More Company Research Source: Seeking Alpha
Last micron technology, inc. earnings: 3/25 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.micron.com
In my view, Samsung's HBM4 production ramp poses a downside catalyst that could pressure MU's market share and forward guidance even in a memory supply-constrained environment. After a 215% run since last summer, Micron now needs consistent beat-and-raise quarters. However, even this may not be enough given the current macro backdrop (remember NVDA last week). I see a strong memory cycle lasting into 2027. The top 8 CSPs are expected to spend over $710B in 2026 (up 61% yoy). Supply remains constrained. I see Q3 FY26 revenue guidance as the key bar. The Street expects $21.85B in revenue. JHVEPhoto/iStock Editorial via Getty Images I am downgrading Micron Technology, Inc. ( MU ) to a hold heading into the Q2 FY26 print. Aside from the current macro backdrop, which is no longer rewarding risk assets (particularly those in the tech sector, as shown in This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the [Read more]
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Stockreport

Micron Bulls Are About To Meet Samsung's HBM4 Memory Chip (Rating Downgrade) [Seeking Alpha]

Micron Technology, Inc.  (MU) 
More Company Research Source: Seeking Alpha
Last micron technology, inc. earnings: 3/25 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.micron.com
In my view, Samsung's HBM4 production ramp poses a downside catalyst that could pressure MU's market share and forward guidance even in a memory supply-constrained environment. After a 215% run since last summer, Micron now needs consistent beat-and-raise quarters. However, even this may not be enough given the current macro backdrop (remember NVDA last week). I see a strong memory cycle lasting into 2027. The top 8 CSPs are expected to spend over $710B in 2026 (up 61% yoy). Supply remains constrained. I see Q3 FY26 revenue guidance as the key bar. The Street expects $21.85B in revenue. JHVEPhoto/iStock Editorial via Getty Images I am downgrading Micron Technology, Inc. ( MU ) to a hold heading into the Q2 FY26 print. Aside from the current macro backdrop, which is no longer rewarding risk assets (particularly those in the tech sector, as shown in This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the [Read more]
IMPACT SNAPSHOT
EVENT TIME:
MU
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
 POST NEWS RANGE
%
PRICE CHANGE
PRICE CHANGE PERCENTAGE
S&P 500 (SPX)
%
 VOLUME RATIO
%
VOLUME (SHARES)
TICKS
AVG SHARES PER TRADE
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS