daz999999999
09-26 22:06
$Micron Technology(MU)$  


Micron Technology (MU) is experiencing explosive revenue growth driven by intense artificial intelligence demand, with trailing twelve-month revenue reaching $90.27 billion as of mid-2026—a massive 166.98% increase year-over-year.

📊 Revenue Performance & Estimates

TTM Revenue: $90.27 billion for the period ending May 31, 2026.

Fiscal 2025 Revenue: $37.38 billion (48.85% annual growth).Fiscal 2024 Revenue: $25.11 billion (61.59% annual growth).

Upcoming Q4 2026 Guidance: 

Projected at $50 billion (+/- $1 billion), with consensus estimates near $51.2 billion, implying over 300% year-over-year growth.

📈 Growth Drivers

AI Memory Demand:

Higher requirements for DRAM, NAND, and HBM (High Bandwidth Memory) chips in data centers.

Supply Constraints: Industry-wide tight supply allowing for favorable pricing and margin expansion (projected gross margin of 86%).

Strategic Agreements: Long-term customer volume agreements providing revenue visibility through 2027.


Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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