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$Micron Technology(MU)$

Micron Technology (MU) Fiscal Q4 2026 Earnings Brief

Key Performance Highlights

* Revenue: Reached ~$51 billion, representing a ~350% year-over-year surge driven by data center and high-bandwidth memory (HBM) volume.

* Non-GAAP EPS: Soared to ~$31.50 per share (up from $3.03 in Q4 FY25), beating consensus expectations.

* Gross Margin: Expanded to ~86.0%, up significantly from 37.7% a year prior as tight supply dynamics preserved strong pricing power.

* Free Cash Flow & Capital Returns: Strong cash generation supported ongoing capacity expansion while funding systematic share repurchases.

Core Strategic Takeaways

* HBM Sold Out Through 2027: Micron’s HBM3E and next-generation HBM4 production lines remain fully booked through calendar 2027, supported by long-term take-or-pay agreements and substantial upfront customer cash deposits.

* Aggressive Capex Ramp: Fiscal 2026 capital expenditures closed near $27 billion, with management targeting even higher spending in FY27 to ramp cleanroom capacity and advanced packaging lines.

* Data Center Dominance: Enterprise SSDs and AI server memory continue to represent the company's fastest-growing segment, cushioning Micron against traditional consumer PC and mobile market seasonality.

Market Outlook: Wall Street remains sharply divided on valuation. Bulls point to multi-year visibility, low P/E relative to logic peers, and structural HBM demand.

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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Bulls point to multi-year visibility, low P/E relative to logic peers, and structural HBM demand.</p></body></html>","text":"$Micron Technology(MU)$ Micron Technology (MU) Fiscal Q4 2026 Earnings Brief Key Performance Highlights * Revenue: Reached ~$51 billion, representing a ~350% year-over-year surge driven by data center and high-bandwidth memory (HBM) volume. * Non-GAAP EPS: Soared to ~$31.50 per share (up from $3.03 in Q4 FY25), beating consensus expectations. * Gross Margin: Expanded to ~86.0%, up significantly from 37.7% a year prior as tight supply dynamics preserved strong pricing power. * Free Cash Flow & Capital Returns: Strong cash generation supported ongoing capacity expansion while funding systematic share repurchases. Core Strategic Takeaways * HBM Sold Out Through 2027: Micron’s HBM3E and next-generation HBM4 production lines remain fully booked through calendar 2027, supported by long-term take-or-pay agreements and substantial upfront customer cash deposits. * Aggressive Capex Ramp: Fiscal 2026 capital expenditures closed near $27 billion, with management targeting even higher spending in FY27 to ramp cleanroom capacity and advanced packaging lines. * Data Center Dominance: Enterprise SSDs and AI server memory continue to represent the company's fastest-growing segment, cushioning Micron against traditional consumer PC and mobile market seasonality. Market Outlook: Wall Street remains sharply divided on valuation. 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