Micron (MU) : Zenith Stock Hypergrowth That Defies Conventional Wisdom 💪🎉🚀✅

daz999999999
10-04 13:56
$Micron Technology(MU)$  


Micron Technology

MU was in focus this week for its fiscal fourth-quarter report. The memory-chip maker posted record quarterly revenue of $54.23 billion, above the $51.13 billion consensus estimate, while adjusted EPS of $33.42 beat the $31.50 estimate. 

Micron also guided fiscal first-quarter revenue to $61.5 billion ± $1.5 billion and adjusted EPS to $38.15 ± $1.00, supported by strong AI-driven memory demand. 

The company said HBM4 shipments are already in high volume for a lead customer, while HBM4E production is expected in 2027, reinforcing investor focus on Micron’s role in AI infrastructure growth. 

CFO Mark Murphy outlined a specific timeline for utilizing the semiconductor manufacturer’s cash reserves as it ended its fiscal year 2026 with $73.48 billion in cash and investments.

Retail investors were optimistic about the buybacks and expected a year-end rally in the stock price.


Micron Technology's Q4 results for fiscal year 2026 exceeded expectations, with AI memory demand and future market supply and demand shortages driving growth.
Micron Technologies reported revenue of $54.229 billion and net profit of $37.701 billion in the fourth quarter of fiscal year 2026, both significantly exceeding market expectations. Customer long-term supply agreement procurement commitments increased to $32 billion, demand for AI memory chips was strong, and data center business revenue increased more than tenfold year-on-year. The company expects adjusted revenue to be between $60 billion and $63 billion in the first quarter of next fiscal year, with gross profit margin expected to improve during the fiscal year. The CEO and CFO of Micron Technologies revealed that the supply and demand in the storage market will be even tighter in 2027 and 2028. 26 long-term orders have been signed, and more than 75% of the production capacity has been committed to by customers. Capital expenditures for fiscal year 2027 will be approximately $25 billion, primarily for the construction of new wafer fabs.
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