$Micron Technology(MU)$ Memory-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Micron Technology(MU)$

Memory giant Micron Technology reported its Q4 2026 earnings on Sept. 30, 2026, providing the latest insight into how the company is navigating a memory shortage caused by the AI boom.

Last quarter, the company bragged about its pricing power, flexing 84.9% margins and issuing guidance which blew through expectations. These are the top and bottom-line figures they reported in the quarter (compared with analyst estimates sourced from LSEG):

Revenue: $54.229 billion, +379.3% YoY (vs. $51.069 billion expected by LSEG analysts)

Earnings per share (adj): $33.42 / sh (vs. $31.61 expected)

In addition, the company issued guidance which validate that demand for memory and storage products is unlikely to abate as it kicks off its FY 2027:

Revenue: $61.5 billion ± $1.5 billion (vs. $57.024 billion expected)

Earnings per share (adjusted): $38.15 ± $1.00 (vs. $35.14)

@daz999999999：Micron (MU) Quarterly Revenue Earnings Unveiled Today (09/30)

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These are the top and bottom-line figures they reported in the quarter (compared with analyst estimates sourced from LSEG):</p>\n<p>Revenue: $54.229 billion, +379.3% YoY (vs. $51.069 billion expected by LSEG analysts)</p>\n<p>Earnings per share (adj): $33.42 / sh (vs. $31.61 expected)</p>\n<p>In addition, the company issued guidance which validate that demand for memory and storage products is unlikely to abate as it kicks off its FY 2027:</p>\n<p>Revenue: $61.5 billion ± $1.5 billion (vs. $57.024 billion expected)</p>\n<p>Earnings per share (adjusted): $38.15 ± $1.00 (vs. $35.14)</p>\n<p><br></p>\n<p></p>\n<p><br></p><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/3044691b246d46bc40cf57b3900beb36\"></t-t></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p><br></p>\n<p>Memory giant Micron Technology reported its Q4 2026 earnings on Sept. 30, 2026, providing the latest insight into how the company is navigating a memory shortage caused by the AI boom.</p>\n<p>Last quarter, the company bragged about its pricing power, flexing 84.9% margins and issuing guidance which blew through expectations. These are the top and bottom-line figures they reported in the quarter (compared with analyst estimates sourced from LSEG):</p>\n<p>Revenue: $54.229 billion, +379.3% YoY (vs. $51.069 billion expected by LSEG analysts)</p>\n<p>Earnings per share (adj): $33.42 / sh (vs. $31.61 expected)</p>\n<p>In addition, the company issued guidance which validate that demand for memory and storage products is unlikely to abate as it kicks off its FY 2027:</p>\n<p>Revenue: $61.5 billion ± $1.5 billion (vs. $57.024 billion expected)</p>\n<p>Earnings per share (adjusted): $38.15 ± $1.00 (vs. $35.14)</p>\n<p><br></p>\n<p></p>\n<p><br></p><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/3044691b246d46bc40cf57b3900beb36\"></t-t></body></html>","text":"$Micron Technology(MU)$ Memory giant Micron Technology reported its Q4 2026 earnings on Sept. 30, 2026, providing the latest insight into how the company is navigating a memory shortage caused by the AI boom. 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Rising yields hit high-multiple assets first, and memory had run hardest. The test is next week: Micron reports after the close on Sept 30 ET, with the quarter's revenue and gross margin, HBM4 shipments, order coverage and the 2027 outlook in focus. Bulls say price hikes and locked orders predate the print, so it only confirms them; bears say prices already assume a strong 2027 — one soft notch costs more than 3%. Would a strong print end the pullback?\n\n","image":"https://community-static.tradeup.com/news/e4fbb042d140568fff1feb371b4d32bc"}],"images":[{"img":"https://community-static.tradeup.com/news/5992d4e4e0c0b72bc0e7bcc26c28b812","width":"991","height":"558"},{"img":"https://community-static.tradeup.com/news/0dd54b3dfb18a838c4c08e9d190c1a52","width":"1109","height":"1452"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/5992d4e4e0c0b72bc0e7bcc26c28b812","width":"991","height":"558"}],"title":"Micron (MU) Quarterly Revenue Earnings Unveiled Today (09/30)","html":"<html><head></head><body><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p><br></p>\n<p>Micron Technology's fiscal Q4 2026 earnings announcement, scheduled for after the market close on September 30, 2026, serves as a critical barometer for the broader artificial intelligence and semiconductor sectors. Driven by tight global supply and an unprecedented boom in AI-driven memory demand, the announcement carries wide-ranging structural and financial implications.</p>\n<p>Core Expectations &amp; Financial Targets</p>\n<p>Wall Street has set historically high benchmarks for Micron's performance:</p>\n<p>• Revenue Growth: Analysts project revenue to come in around $50.8 billion to $51.5 billion. This marks an approximate 350% year-over-year increase from the $11.31 billion reported in Q4 of the previous year.</p>\n<p>• Earnings per Share (EPS): Wall Street estimates an adjusted EPS of $31.24 to $31.83, expanding roughly 950% relative to last year's $3.03 EPS.</p>\n<p>• Unprecedented Margins: Driven by strong pricing power, the gross margin is forecasted to sit near a massive 86% to 87%—a manufacturing threshold rarely seen outside of software business models.</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5992d4e4e0c0b72bc0e7bcc26c28b812\" tg-width=\"991\" tg-height=\"558\"><span></span></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0dd54b3dfb18a838c4c08e9d190c1a52\" tg-width=\"1109\" tg-height=\"1452\"><span></span></p>\n<p><br></p></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p><br></p>\n<p>Micron Technology's fiscal Q4 2026 earnings announcement, scheduled for after the market close on September 30, 2026, serves as a critical barometer for the broader artificial intelligence and semiconductor sectors. Driven by tight global supply and an unprecedented boom in AI-driven memory demand, the announcement carries wide-ranging structural and financial implications.</p>\n<p>Core Expectations &amp; Financial Targets</p>\n<p>Wall Street has set historically high benchmarks for Micron's performance:</p>\n<p>• Revenue Growth: Analysts project revenue to come in around $50.8 billion to $51.5 billion. This marks an approximate 350% year-over-year increase from the $11.31 billion reported in Q4 of the previous year.</p>\n<p>• Earnings per Share (EPS): Wall Street estimates an adjusted EPS of $31.24 to $31.83, expanding roughly 950% relative to last year's $3.03 EPS.</p>\n<p>• Unprecedented Margins: Driven by strong pricing power, the gross margin is forecasted to sit near a massive 86% to 87%—a manufacturing threshold rarely seen outside of software business models.</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5992d4e4e0c0b72bc0e7bcc26c28b812\" tg-width=\"991\" tg-height=\"558\"><span></span></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0dd54b3dfb18a838c4c08e9d190c1a52\" tg-width=\"1109\" tg-height=\"1452\"><span></span></p>\n<p><br></p></body></html>","text":"$Micron Technology(MU)$ Micron Technology's fiscal Q4 2026 earnings announcement, scheduled for after the market close on September 30, 2026, serves as a critical barometer for the broader artificial intelligence and semiconductor sectors. Driven by tight global supply and an unprecedented boom in AI-driven memory demand, the announcement carries wide-ranging structural and financial implications. Core Expectations & Financial Targets Wall Street has set historically high benchmarks for Micron's performance: • Revenue Growth: Analysts project revenue to come in around $50.8 billion to $51.5 billion. This marks an approximate 350% year-over-year increase from the $11.31 billion reported in Q4 of the previous year. • Earnings per Share (EPS): Wall Street estimates an adjusted EPS of $31.24 to $31.83, expanding roughly 950% relative to last year's $3.03 EPS. • Unprecedented Margins: Driven by strong pricing power, the gross margin is forecasted to sit near a massive 86% to 87%—a manufacturing threshold rarely seen outside of software business models.","highlighted":1,"essential":1,"paper":2,"link":"https://ttm.financial/post/613396434137360","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":909,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":90,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":754,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/614423400440176"}