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Stockreport

Micron Enters A Profit Supercycle [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
Micron forecasts HBM market growth near 40% CAGR, reaching roughly $100 billion and surpassing the entire 2024 DRAM market. Q2 guidance reflects pricing power, with projected $18.7 billion revenue, $8.42 non-GAAP EPS, and 68% gross margins. Structural capacity constraints limit near-term supply additions, despite planned $20 billion fiscal 2026 CapEx with long lead times. Forward valuation remains compressed near 8x non-GAAP earnings, despite sharply rising profits and margins well above prior-cycle peaks. mesh cube/iStock via Getty Images Investment Thesis Micron Technology, Inc. ( MU ) sits at the center of a structural memory shortage driven by AI, with High-Bandwidth Memory (HBM) demand vastly outpacing industry supply. Sold-out HBM capacity through 2026, limited ability to add fabs quickly, and This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficia [Read more]
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Stockreport

Micron Enters A Profit Supercycle [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
Micron forecasts HBM market growth near 40% CAGR, reaching roughly $100 billion and surpassing the entire 2024 DRAM market. Q2 guidance reflects pricing power, with projected $18.7 billion revenue, $8.42 non-GAAP EPS, and 68% gross margins. Structural capacity constraints limit near-term supply additions, despite planned $20 billion fiscal 2026 CapEx with long lead times. Forward valuation remains compressed near 8x non-GAAP earnings, despite sharply rising profits and margins well above prior-cycle peaks. mesh cube/iStock via Getty Images Investment Thesis Micron Technology, Inc. ( MU ) sits at the center of a structural memory shortage driven by AI, with High-Bandwidth Memory (HBM) demand vastly outpacing industry supply. Sold-out HBM capacity through 2026, limited ability to add fabs quickly, and This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficia [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