MU Beats: Earnings Priced in Rally? How to Trade?

Micron Technology reported revenue of $9.3 billion for the third quarter of fiscal year 2025, surpassing analysts’ expectations of $8.87 billion and marking a 37% year-over-year increase from $6.81 billion—a new record high. Micron shares initially rose nearly 8% in after-hours trading before turning lower. Despite the earnings beat, the stock has already gained 51% this year, and the market remains cautious about further upside potential.

avatarwywy
06-29
Micron Technology's recent earnings report exceeded expectations, with earnings per share (EPS) of $1.91 beating the consensus estimate of $1.63. The company's revenue also surged 37% year-over-year to $9.3 billion, driven by strong demand for its high-bandwidth memory (HBM) products, particularly in AI applications  - *Revenue Growth*: Micron projects revenue of $10.7 billion for the next quarter, exceeding analysts' expectations. - *Gross Margin*: The company anticipates a gross margin of 41%, up from 37.7% in the previous quarter. - *Earnings Per Share (EPS)*: Micron expects EPS of around $2.29, significantly higher than analysts' estimates. Considering Micron's strong earnings report, robust revenue growth, and bullish analyst sentiment, it might be a good time to invest. However,

Micron’s Breakout Quarter: A Turning Point for the Semiconductor Cycle?

$Micron Technology(MU)$ Micron Technology (NASDAQ: MU) delivered a blowout fiscal Q3 earnings report on June 25, 2025, one that has the potential to mark a major turning point—not just for the company, but possibly for the entire memory chip industry. For months, Micron bulls had been anticipating a resurgence in end-market demand, but actual data had remained mixed. That changed this week. Following the report, Micron stock rose several percentage points in after-hours trading, rewarding patient investors. The earnings came in well above expectations, and guidance for the next quarter was even stronger. But more than the numbers, the commentary from management signals that the worst may truly be behind us—and that Micron is set to capitalize on str
Micron’s Breakout Quarter: A Turning Point for the Semiconductor Cycle?
avatarorsiri
06-27

Micron’s Mega Memory Moment: Has the Chip Already Cashed In?

MU crushes earnings, but with shares up 50% YTD, is it time to trade smart rather than dream big? Let’s start with the good news—Micron Technology just served up a sizzling quarter. Q3 FY25 revenue came in at a record $9.3 billion, comfortably beating the $8.87 billion expected and representing a 37% year-on-year jump. That’s not just good; that’s ‘grab-a-pint-and-toast-the-chips’ good. The market initially celebrated with a cheer (an 8% after-hours pop), but then, like a tech bro who realises the AI hype train might need brakes, it sobered up. Shares settled back down, closing 1% lower. Why? The rally’s real. But is gravity sharpening its pencil? Because this isn’t MU’s first rodeo. The stock has already surged nearly 50% this year, and if you’ve been holding since the bleak days near $61
Micron’s Mega Memory Moment: Has the Chip Already Cashed In?
avatarWeChats
06-26
🔥 Micron Beats Earnings 💥 But Is the Rally Already Priced In? What’s the Next Move for MU Traders? 📊 Micron Technology ($Micron Technology(MU)$  ) just delivered a blockbuster earnings report, clocking in $9.3 billion in Q3 FY2025 revenue, crushing analyst expectations of $8.87 billion and posting a 37% year-on-year growth from $6.81 billion. That’s a new record high 📈 — and a loud signal that the memory cycle is not just recovering, but roaring back. After-hours trading saw MU shares jump nearly 8%, a knee-jerk reaction to the beat. But then? Profit-taking kicked in, and the price cooled off. This kind of price action raises a big question for investors and traders alike: Is the good news already baked into the stock? 🤔 Lets zoom out. 📌 M

Why Micron (MU) Is a Top Pick

$Micron Technology(MU)$ Q3 report blew past expectations—a really notable development. The company posted adjusted EPS of $1.91, easily beating estimates of $1.60, and revenue surged 37% year-over-year to $9.3 billion, topping forecasts of $8.86 billion. That level of upside made me pause—it’s rare to see such strong demand in memory chips, and Micron is clearly riding the wave. What caught my eye most was Micron’s Q4 guidance—$2.50 EPS on $10.7 billion revenue, well above Wall Street’s $2.03 and $9.9 billion estimates. That forward-looking confidence indicates persistent demand, primarily in AI-heavy data centers, thanks to their new HBM4 high-bandwidth memory products. In my view, Micron is no longer just a commodity memory maker—it’s gaining mome
Why Micron (MU) Is a Top Pick

39% Gross Margin Rebound! Micron Rewrites Storage Rules in AI Era—Who’s Next?

$Micron Technology(MU)$ Q3 FY2025 results for the quarter ended 5/2025 show that the company is benefiting significantly from AI-driven storage demand, with revenues and earnings exceeding expectations, and improvements in gross margin and operating income reflecting strong operational capabilities.Rapid growth in the data center business and sell-out of HBM underscore the company's competitive advantage in high-growth markets.Optimistic guidance for the fourth quarter further supports the potential for a valuation revaluation.Investors should keep an eye on Micron's continued expansion in the AI market, execution of its capex program, and potential industry cyclical risks.Overall, Micron's strategic positioning and financial performance make it a n
39% Gross Margin Rebound! Micron Rewrites Storage Rules in AI Era—Who’s Next?
avatarMrzorro
06-26
Micron Shares Rise 5% After-Hours as Revenue, Outlook Beat Estimates $Micron Technology(MU)$   shares rose in extended trading Wednesday after the semiconductor company's fiscal third quarter results and outlook surpassed analysts' estimates amid rising demand for artificial intelligence-driven memory.  The company forecast revenue in the fourth quarter to reach $10.7 billion, plus or minus $300 million. That's higher than the $9.89 billion expected by analysts, according to Bloomberg consensus. For the three months that ended May 29, revenue rose to $9.3 billion, from $8.05 billion a year earlier. That also beat Wall Street expectations for $8.85 billion.  “We are on track to deliver record revenue
avatarPatmos
06-24
Yes Micron will have excellent earnings very bullish 
avatarArianda
06-24
Micron (MU) reports earnings after the bell on June 25, and the setup is electric. The stock has doubled since April’s lows—fueled by AI memory demand, a $200B U.S. investment plan, and record data center DRAM sales. Expectations are sky-high: consensus sees $8.86B in revenue and $1.61 EPS, with options markets pricing in an 8% swing. Can the rally hold? That depends on two things: execution and guidance. If Micron beats and raises—especially on HBM and AI-related segments—the rally could extend. But with the stock up 100% in just three months, even a solid report might not be enough if forward commentary underwhelms. Bottom line: this is a “priced for perfection” moment. Bulls need a beat and bullish tone to justify the run. Bears are watching for any cracks in demand or margin outlook. E
Actually , I do not know what is this , so can you please help me to tell me what is this about so that I can comment ??? Thank you so much you all
avatarWeChats
06-23
🔍 MU Earnings Preview: Will DRAM Demand Justify the Rally? Micron ($Micron Technology(MU)$  ) reports earnings this Wednesday—and the stakes couldn’t be higher. After a strong rebound since April lows, the stock has rallied over 40% YTD, riding the tailwinds of surging AI demand, memory price stabilisation, and broader semiconductor optimism. 📊 Market Expectations: • Street consensus is pricing in a revenue beat and a narrower loss per share. • DRAM contract prices rose ~15% in Q2, and NAND saw stabilisation—crucial for Micron’s bottom line. • Gross margin recovery will be closely watched. Last quarter, it stood at ~10%. A shift toward 20%+ could drive a valuation re-rating. ⚙️ Industry Tailwinds: • AI servers and data centre demand are dr
avatarKKLEE
06-23
Micron (MU) has been on a tear — riding the AI semiconductor wave, DRAM price recovery, and investor optimism. But with earnings around the corner, the market is holding its breath. Can this one-sided rally keep going? Or is it setting up for a surprise reversal? 📈 Why MU Has Been Rallying Let’s break it down. Micron’s rally isn’t just momentum — there are clear drivers behind the move: AI demand boom → fueling next-gen memory needs (especially HBM, High Bandwidth Memory) DRAM/NAND price recovery → a turnaround from oversupply and falling margins last year Inventory normalization → leaner, more disciplined supply chain management Long-term tailwinds → from hyperscalers, data centers, and AI model training Investors are essentially pricing in a full recovery and future growth, fueled by AI

🎁Weekly Higher EPS Estimates: MU, FDX, PAYX, CCL, AVAV & More

😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q1 earnings season.In this post, we have highlighted the top 10 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from June 23 to June 27.1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2. Weekly List of Stocks with Estim
🎁Weekly Higher EPS Estimates: MU, FDX, PAYX, CCL, AVAV & More

Micron Technology’s Earnings Report Preview: Is It Still a Smart Buy Before June 25th?

$Micron Technology(MU)$ The global semiconductor landscape is once again in the spotlight, and Micron Technology (NASDAQ: MU) stands near the center of this next great wave. The company, known for designing, manufacturing, and selling memory and storage solutions that power everything from cloud data centers to smartphones, is scheduled to release its fiscal Q3 2025 earnings report after the closing bell on June 25. Micron’s recovery over the past year has been impressive—but with the stock trading near recent highs and the broader market facing mounting macroeconomic and geopolitical uncertainty, investors are now asking one critical question: Should you buy Micron stock before the earnings report, or wait until after? In this in-depth article, we’
Micron Technology’s Earnings Report Preview: Is It Still a Smart Buy Before June 25th?
$Micron Technology(MU)$ looking forward to the earning result! and then time to get some profits! 
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avatarSpiders
06-20

Why I'm Bearish on Semiconductor Stocks — And Riding SOXS for Now

Semiconductor stocks like AMD and Micron are, without a doubt, solid companies with strong technology and important roles in the global tech ecosystem. However, despite their quality, I'm broadly bearish on the semiconductor sector as a whole right now. Micron Technology (MU) Advanced Micro Devices (AMD) In my view, semiconductor valuations have become stretched. Many of these companies are priced for perfection, with market enthusiasm often running far ahead of the underlying fundamentals. I believe a significant portion of the tech sector — particularly semiconductor stocks — is overvalued relative to actual earnings performance, guidance, and macroeconomic conditions. That’s why I’m not currently looking to buy into semiconductor names, even the strong ones. I'm waiting for a better ent
Why I'm Bearish on Semiconductor Stocks — And Riding SOXS for Now
avatarAN88
06-20
AMD for me as a more practical business 

BIG TECH WEEKLY | What Challenges Does Big-Tech Face? Marvell Raises Guidance

Big-Tech’s PerformanceWeekly Macro Highlights: Escalation Between Iran and Israel, Powell vs. Trump War of Words, Stablecoin TurmoilThe escalation in the Middle East was one of the main drivers of market volatility this week. Israel’s strike on key Iranian facilities could lead to further increases in oil prices, fueling inflation expectations and exerting pressure on U.S. equities—particularly those in energy-sensitive sectors. While the upward trend in oil prices slightly eased this week, geopolitical uncertainty remains a key market risk for the foreseeable future.On the other hand, despite solid economic data, the Fed unsurprisingly refrained from cutting interest rates and reiterated concerns over tariffs and their potential inflationary effects. Trump again lambasted Powell as “stupi
BIG TECH WEEKLY | What Challenges Does Big-Tech Face? Marvell Raises Guidance
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