Added to YB: 2026-03-23
Pitch date: 2026-03-19
MU [neutral]
Micron Technology, Inc.
Author Info
No bio for this author
Company Info
Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.
Market Cap
$500.0B
Pitch Price
N/A
Price Target
N/A
Dividend
0.14%
EV/EBITDA
13.37
P/E
20.90
EV/Sales
8.50
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Micron #MU 2026 Q2 Financial Report Sharing
MU (earnings): Q2 rev $23.86B (+196% YoY) vs est $19.74B; adj gross margin 74.9% vs 69.1% est; adj EPS $12.20 vs $8.9 est. Q3 guide: $33.5B rev (vs $22.5B est), 81% gross margin, $19.15 EPS. HBM & high-capacity DDR5 sold out thru FY27 at locked prices. 12-high HBM3E mass prod w/ 20% lower power vs peers. Risks: cyclical reversal 2027/28, HBM4 yield, $25B+ CapEx. Est FY27 EPS $75-80; PT $750-900 at 10-12x PE.
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