From Leaders to Laggards — Are Memory Stocks Waiting on Micron?

Memory gave back Wednesday what it made Tuesday: SanDisk -3.73% to $1,816.57, SK Hynix -3.12% to $189.28, Micron -2.22% to $1,071.88. 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?

$MU$   Micron Technology, Inc. MU.OQ MU.O is expected to show a rise in quarterly revenue when it reports results on September 30 for the period ending August 31 2026 The Boise Idaho-based company is expected to report a 351.3% increase in revenue to $51.067 billion from $11.32 billion a year ago, according to the mean estimate from 28 analysts, based on LSEG data.The company's guidance on June 24 2026, for the period ended August 31, was for revenue between 49.00 billion and 51.00 billion. ​LSEG's mean analyst estimate for Micron Technology, Inc. is for earnings of $31.28 per share. The company's EPS guidance on June 24 2026, for the period ended August 31, was between 30.00 and 32.00

SanDisk (SNDK) OutTrumps Micron (MU) In Battle For Revenue Forecast Fluctuations

$SanDisk Corp.(SNDK)$   $Micron Technology(MU)$   On September 28, SanDisk Corp. fell 3.05% in pre-market trading, trading at $1,720.09/share, with turnover of $12.716 million. The decline was driven by broad weakness across the storage sector ahead of Micron Technology's upcoming earnings report, compounded by persistent insider selling by the company's top executive. On the sector front, market participants adopted a wait-and-see stance ahead of Micron's financial results, dampening sentiment across storage names. Within the Technology Hardware, Storage & Peripherals sector, Western Digital fell 2.45%, Seagate Technology declined
SanDisk (SNDK) OutTrumps Micron (MU) In Battle For Revenue Forecast Fluctuations
avatarHODL2MOON
09-28 23:48
$Micron Technology(MU)$  Memory Stocks Pulled Back — Is Micron the Next Test? Memory stocks gave back some of Tuesday’s gains on Wednesday, with SanDisk, SK Hynix and Micron all falling around 2–4%. The bigger question now isn’t whether memory demand is strong. It’s whether Micron can deliver enough upside to justify what investors are already expecting. Micron reports fiscal Q4 results after the U.S. close on September 30, and the numbers investors will likely focus on go beyond revenue and EPS. What matters most? 1. Gross margin Micron previously guided for roughly $50B revenue and 86% gross margin for fiscal Q4. (Nasdaq) With memory pricing rising sharply, margins are becoming one of the clearest indicators of how powerful the current cycle
avatardaz999999999
09-28 12:46

Micron Technology (MU) Quarterly Revenue Forecast

$Micron Technology(MU)$   Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma
Micron Technology (MU) Quarterly Revenue Forecast
avatardaz999999999
09-28 12:43

Micron Technology (MU) Quarterly Revenue (09/30) Sets Up A Rollercoaster Ride

$Micron Technology(MU)$   Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma
Micron Technology (MU) Quarterly Revenue (09/30) Sets Up A Rollercoaster Ride
avatardaz999999999
09-28 11:46
$MU$   Micron Earnings Will be a Key Catalyst The biggest catalyst for the DRAM ETF will be the upcoming Micron earnings, which will provide more color about the industry. These earnings are important because it is the third-biggest player in the HBM industry after SK Hynix and Samsung Electronics. It is also the biggest company in the fund. Estimates are that Micron Technology’s revenue and profitability growth accelerated in the fourth quarter. The average estimate is that its revenue surged to $51 billion in the quarter, up by 365% from a year earlier. Its earnings-per-share, on the other hand, is expected to move to $3 in Q4’25 to $31.59 last quarter. Micron’s earnings will likely c
avatarKyleoc
09-28 11:00
It's easier in water 
avatarnomadic_m
09-27 19:09
avatarderickt
09-27 17:01
$IREN sharing for coins
avatardaz999999999
09-27 10:16
$MU$   $SK hynix(SKHY)$   SK Hynix leads the high-bandwidth memory (HBM) market with a dominant 56% to 58% share, while Micron Technology provides a simpler U.S. common stock structure and benefits from domestic U.S. manufacturing incentives.Market Position and HBM Leadership SK Hynix : Holds roughly 56%–58% of the global HBM market and serves as a primary memory partner for Nvidia. It began volume shipments of HBM4 utilizing advanced packaging (Advanced MR-MUF). Micron Technology : Commands about 21%–22% of the HBM market, tying closely with competitors for second place. It has advanced volume shipments for Nvidia's Vera Rubin platfor
avatarMkoh
09-27 08:38
Near-Term Market EffectsBonds: Existing bond prices fall as yields rise (inverse relationship). Long-duration bonds suffer most. Heavy supply from deficits and AI-related corporate issuance sustains upward pressure. Equities: Higher yields compress valuations, especially for growth/tech stocks whose cash flows are distant. They also raise corporate borrowing costs and can pull capital toward safer Treasuries. The equity risk premium narrows. Sharp or rapid yield spikes have historically coincided with equity volatility or corrections, though outcomes depend on the driver (growth vs. pure inflation shock). Goldman and others have noted markets become more vulnerable when equities rally alongside rising yields. Rising yields act as a “tax” on asset valuations. Growth-oriented and long-dura
avatardaz999999999
09-26 21:32
$MU$   Investors are eagerly awaiting Micron Technology’s fiscal fourth-quarter earnings on September 30 to see whether the memory chip company continues to enjoy solid demand and pricing tailwinds.  Ahead of Q4 FY26 earnings, BMO Capital analyst reiterated a Buy rating on MU stock with a price target of $1,300. The analyst is bullish on Micron, as he believes that “memory remains in a supercycle as demand trends continue to exceed supply through FY27.” Kumar ranks No. 9 among more than 12,500 analysts tracked on TipRanks. He has a 74% success rate, with an average return per rating of 46.9% over a one-year period. Kumar raised his Q4 FY26 revenue estimate by $2 billion. He also inc
avatarShawnLLS
09-26 20:06
From Leaders to Laggards: Is Memory Waiting on Micron? Memory gave back Tuesday's gains on Wednesday. SanDisk fell 3.73%, SK Hynix 3.12% and Micron 2.22%. The selling carried on into Thursday's pre-market, then all three bounced on Friday as oil eased after the Trump–Xi meeting. They fell together and bounced together, so this is one trade, not three. The real test is Micron's report after the close on September 30, which is about 4 AM on October 1 in Singapore. Wall Street expects $50.91 billion in revenue and $31.49 in earnings per share. Management guided about 86% gross margin, but also said price increases are moderating. The quarter also has 14 weeks, one more than usual. Bull case: 16 take-or-pay contracts lock in about $100 billion through 2030. HBM4 has already shipped over $1 bil
$MU$   Micron Technology (NASDAQ: MU) has a major event coming up in a few days: its Q4 earnings for the fiscal year (FY) 2026. The last few times Micron has reported, it has announced some incredible results, and I expect this time to be no different. However, it's all part of a broader trend: Micron is a top-notch investment in the artificial intelligence (AI) arms race. Investors are eagerly awaiting Micron Technology’s fiscal fourth-quarter earnings on September 30 to see whether the memory chip company continues to enjoy solid demand and pricing tailwinds. Ahead of Q4 FY26 earnings, BMO Capital analyst reiterated a Buy rating on MU stock with a price target of $1,300. The analyst i
$MU$   Is Micron Stock a Good Buy? With 20 Buys and one Hold, Wall Street has a Strong Buy consensus rating on Micron Technology stock. The average of $1,526.75 indicates 41.2% upside potential.
$MU$   $SK hynix(SKHY)$   $Micron Technology(MU)$ Bullish SK Hynix (SKHY) and Micron (MU) Comparison SK Hynix began volume shipments in the second quarter of HBM4 utilizing 1b DRAM and Advanced MR-MUF packaging. Samples of its 48GB, 12-layer HBM4E have been provided to major customers, featuring a single-pin speed of up to 16 Gbps and an energy efficiency improvement of over 20% compared with HBM4, and it is currently in the customer validation stage. Micron's 36GB, 12-layer HBM4 utilizing 1β DRAM has begun volume shipments for Nvidia's Vera Rubin platform, with bandwidth exceeding 2.8 TB/s. HBM4E utilizing 1γ

SK Hynix (SKHY) and Micron (MU) Comparison : Both Stocks Soar As AI Demand Increases

$SK hynix(SKHY)$   $Micron Technology(MU)$   $Micron Technology(MU)$ Bullish SK Hynix (SKHY) and Micron (MU) Comparison SK Hynix began volume shipments in the second quarter of HBM4 utilizing 1b DRAM and Advanced MR-MUF packaging. Samples of its 48GB, 12-layer HBM4E have been provided to major customers, featuring a single-pin speed of up to 16 Gbps and an energy efficiency improvement of over 20% compared with HBM4, and it is currently in the customer validation stage. Micron's 36GB, 12-layer HBM4 utilizing 1β DRAM has begun volume shipments for Nvidia's Vera Rubin platform, with bandwidth exceeding 2.8 TB/s. HBM4E utilizing 1γ DRAM is
SK Hynix (SKHY) and Micron (MU) Comparison : Both Stocks Soar As AI Demand Increases
$MU$   When Micron reports earnings next week, a Rosenblatt analyst expects to hear about additional customer agreements, rising prices and stock buybacks Micron is expected to report quarterly earnings on Sept. 30. Ahead of Micron Technology's highly anticipated earnings report, one analyst is focused on three areas that could give investors more confidence in the company's path forward. Even after rising by 269% this year, Micron's stock (MU) remains cheap, and Rosenblatt analyst Kevin Cassidy thinks that "reflects investors' concern that earnings will fall as new wafer capacity comes online." The memory-chip maker and its peers have all announced plans to add capacity as artificial-i
$MU$   When Micron reports earnings next week, a Rosenblatt analyst expects to hear about additional customer agreements, rising prices and stock buybacks Micron is expected to report quarterly earnings on Sept. 30. Ahead of Micron Technology's highly anticipated earnings report, one analyst is focused on three areas that could give investors more confidence in the company's path forward. Even after rising by 269% this year, Micron's stock (MU) remains cheap, and Rosenblatt analyst Kevin Cassidy thinks that "reflects investors' concern that earnings will fall as new wafer capacity comes online." The memory-chip maker and its peers have all announced plans to add capacity as artificial-i
avatarHe Man
09-25
I think the moment fee is needed for meta transaction. Cheapo will avoid. Hope not too many cheapo around.