Micron Technology's Q4 results for fiscal year 2026 exceeded expectations, with AI memory demand and future market supply and demand shortages driving growth.

Micron Technologies reported revenue of $54.229 billion and net profit of $37.701 billion in the fourth quarter of fiscal year 2026, both significantly exceeding market expectations. Customer long-term supply agreement procurement commitments increased to $32 billion, demand for AI memory chips was strong, and data center business revenue increased more than tenfold year-on-year. The company expects adjusted revenue to be between $60 billion and $63 billion in the first quarter of next fiscal year, with gross profit margin expected to improve during the fiscal year. The CEO and CFO of Micron Technologies revealed that the supply and demand in the storage market will be even tighter in 2027 and 2028. 26 long-term orders have been signed, and more than 75% of the production capacity has been committed to by customers. Capital expenditures for fiscal year 2027 will be approximately $25 billion, primarily for the construction of new wafer fabs.

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- daz999999999daz999999999
  ·17:16
  Micron (MU) : If It Loses Its Allure, What Will Be The Stock Holders Do ?
  $Micron Technology(MU)$ Micron Technology (MU) stock has returned 557% over the twelve months, against 16.0% for the S&P 500. The gain came during a shortage of memory chips, and management said on its September 30 call that it cannot see when supply and demand will balance. Yet the stock has barely moved since that call, amid worries over chip cycles and margins. So how seriously should a Micron holder take those worries? Micron’s Gross Margin Has Nearly Doubled In A Year Seriously enough, because the profit Micron earns today is new. Its gross margin was 73% over the latest twelve months, against 37% a year earlier. The year before that it was 11.4%, and Micron lost money two and three years ago. On
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  Micron (MU) : If It Loses Its Allure, What Will Be The Stock Holders Do ?
- daz999999999daz999999999
  ·08:20
  Micron (MU) : Bonuses For Micron’s Workers Still Counting
  $Micron Technology(MU)$ Micron Technology announced fiscal 2026 total rewards for its Taiwan employees equivalent to 35 to 68 months of pay, with a minimum cash compensation of NT$1.7 million (approx. US$53,800), amid an ongoing labor dispute. 💡 Core Details of the Package • Total Rewards: Equivalent to 35 to 68 months of base salary (including salary, cash bonuses, and stock awards). • Cash Minimum: At least NT$1.7 million in cash compensation per eligible employee. • Additional Payout: An extra NT$1 million cash bonus for staff who joined prior to August 29, 2025. • Global Scope: Over 60,000 global staff are receiving fiscal 2026 rewards following soaring AI-driven revenues. ⚠️ The Labor and Union Dispute • U
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  Micron (MU) : Bonuses For Micron’s Workers Still Counting
- daz999999999daz999999999
  ·10-05 16:11
  BofA : Durable Micron (MU) Earnings Cycle 💪🙏🚀
  $Micron Technology(MU)$ Why Bank of America sees a more durable Micron earnings cycle What changed for Bank of America is not simply that Micron beat expectations again, as it has for the past four consecutive quarters. The bank now sees better visibility into how long elevated pricing and profitability can last, consequently raising its earnings forecasts in the process. BofA bumped its fiscal 2027 revenue estimate to $275.4 billion from $230.3 billion and fiscal 2028 sales to $317 billion from $244.1 billion.
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  BofA : Durable Micron (MU) Earnings Cycle 💪🙏🚀
- daz999999999daz999999999
  ·10-04 13:56
  Micron (MU) : Zenith Stock Hypergrowth That Defies Conventional Wisdom 💪🎉🚀✅
  $Micron Technology(MU)$ 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
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  Micron (MU) : Zenith Stock Hypergrowth That Defies Conventional Wisdom 💪🎉🚀✅
- daz999999999daz999999999
  ·10-03
  Micron Technology (MU) : The Zenith Stock Of The Year 💪✅🎁🚀🎉💯🙏❤️
  $Micron Technology(MU)$ 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 semicond
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  Micron Technology (MU) : The Zenith Stock Of The Year 💪✅🎁🚀🎉💯🙏❤️
- daz999999999daz999999999
  ·10-03
  Micron’s (MU) Dominance In AI Memory Chips 🍟💪💯🎉🚀
  $Micron Technology(MU)$ 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
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  Micron’s (MU) Dominance In AI Memory Chips 🍟💪💯🎉🚀
- daz999999999daz999999999
  ·10-03
  Micron’s 87% Margin Is Both A Blessing, And A Curse 🤩🥲✅💪
  $Micron Technology(MU)$ Micron Technology is enjoying incredible margins amid the memory-chip boom. But the problem is any indication of a peak is taken as a sign to rush to the exit, and that looks to be holding the stock back. Micron shares rose 3.03% at $1,097.39 on Thursday after the company reported better-than-expected earnings late Wednesday. Almost every number in Micron’s report was great—revenue, profit, and free cash flow all soared, and the company has locked in a raft of new long-term supply agreements. The only real concern was guidance for its gross margin to drop from 87% in its fiscal fourth quarter to 86.25% in the current quarter. It’s hardly a crisis. The margin is still sky high; even Nvidi
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  Micron’s 87% Margin Is Both A Blessing, And A Curse 🤩🥲✅💪
- daz999999999daz999999999
  ·10-02
  Micron (MU) Leads The AI Chip Race With Force 🚀💯💪🎉✅🙏
  $Micron Technology(MU)$ The Micron Technology share price closed up 3% today, yet the real story sits in the magnitude of the earnings jump rather than the near term pop. Traders chased the move. Long term holders are staring at a very different picture. Quarterly revenue reached US$54.2b and basic earnings per share hit US$33.36, both far above where Micron sat just a few quarters ago. The emotional pull is the sharp move in a high profile semiconductor stock. The fundamental anchor is a memory maker that just reported one of its strongest profit quarters on record. Love Micron Technology's earnings surge but want a wider set of memory and chip plays tied to strong fundamentals instead of short term trading sp
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  Micron (MU) Leads The AI Chip Race With Force 🚀💯💪🎉✅🙏
- daz999999999daz999999999
  ·10-01
  Micron (MU) : It’s Now The Flagship Stock 💪🎉💯🔥
  $Micron Technology(MU)$ Micron Technology forecast quarterly revenue above estimates on Wednesday and said customers had increased commitments under its long-term supply agreements to $32 billion, signaling unabated demand for AI memory chips. The company's stock has more than tripled so far this year, propelling it into the $1 trillion valuation club in May on optimism about its AI-driven growth prospects. After rising more than 2% in extended trading earlier on Wednesday, its shares were last flat. In Taiwan, Micron is reportedly giving $32,000 cash bonuses after record profits driven by AI memory demand.
  930 Comment
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  Micron (MU) : It’s Now The Flagship Stock 💪🎉💯🔥
- daz999999999daz999999999
  ·17:16
  Micron (MU) : If It Loses Its Allure, What Will Be The Stock Holders Do ?
  $Micron Technology(MU)$ Micron Technology (MU) stock has returned 557% over the twelve months, against 16.0% for the S&P 500. The gain came during a shortage of memory chips, and management said on its September 30 call that it cannot see when supply and demand will balance. Yet the stock has barely moved since that call, amid worries over chip cycles and margins. So how seriously should a Micron holder take those worries? Micron’s Gross Margin Has Nearly Doubled In A Year Seriously enough, because the profit Micron earns today is new. Its gross margin was 73% over the latest twelve months, against 37% a year earlier. The year before that it was 11.4%, and Micron lost money two and three years ago. On
  13 Comment
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  Micron (MU) : If It Loses Its Allure, What Will Be The Stock Holders Do ?
- daz999999999daz999999999
  ·08:20
  Micron (MU) : Bonuses For Micron’s Workers Still Counting
  $Micron Technology(MU)$ Micron Technology announced fiscal 2026 total rewards for its Taiwan employees equivalent to 35 to 68 months of pay, with a minimum cash compensation of NT$1.7 million (approx. US$53,800), amid an ongoing labor dispute. 💡 Core Details of the Package • Total Rewards: Equivalent to 35 to 68 months of base salary (including salary, cash bonuses, and stock awards). • Cash Minimum: At least NT$1.7 million in cash compensation per eligible employee. • Additional Payout: An extra NT$1 million cash bonus for staff who joined prior to August 29, 2025. • Global Scope: Over 60,000 global staff are receiving fiscal 2026 rewards following soaring AI-driven revenues. ⚠️ The Labor and Union Dispute • U
  810 2
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  Micron (MU) : Bonuses For Micron’s Workers Still Counting
- daz999999999daz999999999
  ·10-05 16:11
  BofA : Durable Micron (MU) Earnings Cycle 💪🙏🚀
  $Micron Technology(MU)$ Why Bank of America sees a more durable Micron earnings cycle What changed for Bank of America is not simply that Micron beat expectations again, as it has for the past four consecutive quarters. The bank now sees better visibility into how long elevated pricing and profitability can last, consequently raising its earnings forecasts in the process. BofA bumped its fiscal 2027 revenue estimate to $275.4 billion from $230.3 billion and fiscal 2028 sales to $317 billion from $244.1 billion.
  562 4
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  BofA : Durable Micron (MU) Earnings Cycle 💪🙏🚀
- daz999999999daz999999999
  ·10-04 13:56
  Micron (MU) : Zenith Stock Hypergrowth That Defies Conventional Wisdom 💪🎉🚀✅
  $Micron Technology(MU)$ 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
  160 Comment
  1
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  Report
  Micron (MU) : Zenith Stock Hypergrowth That Defies Conventional Wisdom 💪🎉🚀✅
- daz999999999daz999999999
  ·10-03
  Micron’s 87% Margin Is Both A Blessing, And A Curse 🤩🥲✅💪
  $Micron Technology(MU)$ Micron Technology is enjoying incredible margins amid the memory-chip boom. But the problem is any indication of a peak is taken as a sign to rush to the exit, and that looks to be holding the stock back. Micron shares rose 3.03% at $1,097.39 on Thursday after the company reported better-than-expected earnings late Wednesday. Almost every number in Micron’s report was great—revenue, profit, and free cash flow all soared, and the company has locked in a raft of new long-term supply agreements. The only real concern was guidance for its gross margin to drop from 87% in its fiscal fourth quarter to 86.25% in the current quarter. It’s hardly a crisis. The margin is still sky high; even Nvidi
  142 1
  1
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  Report
  Micron’s 87% Margin Is Both A Blessing, And A Curse 🤩🥲✅💪
- daz999999999daz999999999
  ·10-03
  Micron Technology (MU) : The Zenith Stock Of The Year 💪✅🎁🚀🎉💯🙏❤️
  $Micron Technology(MU)$ 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 semicond
  298 Comment
  4
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  Micron Technology (MU) : The Zenith Stock Of The Year 💪✅🎁🚀🎉💯🙏❤️
- daz999999999daz999999999
  ·10-03
  Micron’s (MU) Dominance In AI Memory Chips 🍟💪💯🎉🚀
  $Micron Technology(MU)$ 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
  295 Comment
  2
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  Report
  Micron’s (MU) Dominance In AI Memory Chips 🍟💪💯🎉🚀
- daz999999999daz999999999
  ·10-02
  Micron (MU) Leads The AI Chip Race With Force 🚀💯💪🎉✅🙏
  $Micron Technology(MU)$ The Micron Technology share price closed up 3% today, yet the real story sits in the magnitude of the earnings jump rather than the near term pop. Traders chased the move. Long term holders are staring at a very different picture. Quarterly revenue reached US$54.2b and basic earnings per share hit US$33.36, both far above where Micron sat just a few quarters ago. The emotional pull is the sharp move in a high profile semiconductor stock. The fundamental anchor is a memory maker that just reported one of its strongest profit quarters on record. Love Micron Technology's earnings surge but want a wider set of memory and chip plays tied to strong fundamentals instead of short term trading sp
  238 Comment
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  Micron (MU) Leads The AI Chip Race With Force 🚀💯💪🎉✅🙏
- daz999999999daz999999999
  ·10-01
  Micron (MU) : It’s Now The Flagship Stock 💪🎉💯🔥
  $Micron Technology(MU)$ Micron Technology forecast quarterly revenue above estimates on Wednesday and said customers had increased commitments under its long-term supply agreements to $32 billion, signaling unabated demand for AI memory chips. The company's stock has more than tripled so far this year, propelling it into the $1 trillion valuation club in May on optimism about its AI-driven growth prospects. After rising more than 2% in extended trading earlier on Wednesday, its shares were last flat. In Taiwan, Micron is reportedly giving $32,000 cash bonuses after record profits driven by AI memory demand.
  930 Comment
  6
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  Micron (MU) : It’s Now The Flagship Stock 💪🎉💯🔥

Micron Technology's Q4 results for fiscal year 2026 exceeded expectations, with AI memory demand and future market supply and demand shortages driving growth.

Micron (MU) : If It Loses Its Allure, What Will Be The Stock Holders Do ?

Micron (MU) : Bonuses For Micron’s Workers Still Counting

BofA : Durable Micron (MU) Earnings Cycle 💪🙏🚀

Micron (MU) : Zenith Stock Hypergrowth That Defies Conventional Wisdom 💪🎉🚀✅

Micron Technology (MU) : The Zenith Stock Of The Year 💪✅🎁🚀🎉💯🙏❤️

Micron’s (MU) Dominance In AI Memory Chips 🍟💪💯🎉🚀

Micron’s 87% Margin Is Both A Blessing, And A Curse 🤩🥲✅💪

Micron (MU) Leads The AI Chip Race With Force 🚀💯💪🎉✅🙏

Micron (MU) : It’s Now The Flagship Stock 💪🎉💯🔥