$Micron Technology(MU)$   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 se

$Micron Technology(MU)$   Micron Technology (MU) : Zenith Stock Of The Year 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 ut

$Micron Technology(MU)$   Micron Technology : The Zenith Stock Of The Year 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 uti

$Micron Technology(MU)$   “Micron delivered record fiscal 2026 results, and we expect an even stronger fiscal 2027,” said Sanjay Mehrotra, Chairman and CEO of Micron Technology.  “AI is becoming Super Intelligence, and memory enhances this intelligence and the competitiveness of our customers’ platforms. We are increasing our investments in technology, products and manufacturing to help drive SI forward with our customers, and our Strategic Customer Agreements provide added confidence in the durability of Micron’s financial performance.” Looking to the first-quarter of fiscal 2027, Micron said it expects adjusted earnings between $37.15 and $39.15 per share, above the $35.47 per share estimate. Sales are for

$Micron Technology(MU)$   “Micron delivered record fiscal 2026 results, and we expect an even stronger fiscal 2027,” said Sanjay Mehrotra, Chairman and CEO of Micron Technology. “AI is becoming Super Intelligence, and memory enhances this intelligence and the competitiveness of our customers’ platforms. We are increasing our investments in technology, products and manufacturing to help drive SI forward with our customers, and our Strategic Customer Agreements provide added confidence in the durability of Micron’s financial performance.” Looking to the first-quarter of fiscal 2027, Micron said it expects adjusted earnings between $37.15 and $39.15 per share, above the $35.47 per share estimate. Sales are forecast

Micron Technology (MU) : Champion Of Champions 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 b

$Micron Technology(MU)$   Micron Technology, Inc. delivered robust FQ4 results, with $54.23B in revenue, an 87% GAAP gross margin, and $33.42 EPS, highlighting exceptional memory market strength. MU's forward strategy leverages $50B+ annual capex for early cleanroom construction, aligning future equipment deployment with rising Strategic Customer Agreements (SCAs) covering >35% of 2030 revenue. Over 75% of FY2027 output is already committed, with $150B in Remaining Performance Obligation and $32B in customer financial commitments, enhancing downside visibility. I assign MU stock a Strong Buy rating, targeting $1,430–$1,500 per share (30–37% upside), anchored by $125–$135 normalized EPS and disciplined capital

$Micron Technology(MU)$   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 unl