Micron Technology Inc. (MU)
Micron: Deeply Mispriced
Micron delivered strong Q3 results, driven by surging AI demand and rapid ramp-up of high-bandwidth memory (HBM3E) shipments. Micron crushed estimates for the third fiscal quarter amid strong fundamentals in the Data Center industry. AI-led growth fueled record DRAM revenue and a massive 359% year-over-year increase in adjusted free cash flow, supporting a bullish outlook.
Chip Stock Hits 2025 Peak Before Reversing Gains
Micron Technology Inc (NASDAQ:MU) stock is 1.7% lower to trade at $125.06 at last check, despite the chipmaker's fiscal third-quarter earnings and revenue beat.
Micron Beats on Q3 Earnings: Will Strong Guidance Uplift the Stock?
MU beats Q3 earnings with 208% EPS growth and strong HBM demand, lifting guidance well above estimates for Q4.
Micron: A Hot Buy Heats Up, Fresh All-Time Highs Are Coming
It should have been no surprise that Micron's NASDAQ: MU FQ3 earnings report was a blowout. Its position in the memory market, the normalization of end markets, and the rise of AI are driving business and indications across the spectrum are favorable.
Micron Stock Gains as Analysts Hike Price Targets. Why Its Earnings Excited Wall Street.
At least three analysts had increased their price targets on the stock by early Thursday, with the average recommendation now standing at $141.
Micron: Still At The Top Of A Long Winning Cycle
Micron Technology is breaking out of its cyclical stock mold, driven by unprecedented AI-fueled demand and disciplined supply management. Strong Q3 results, with revenue up 37% year-over-year and continued margin expansion, reinforce my buy rating and outlook for further upside. AI-driven data center demand is doubling, and Micron's proactive supply controls are stabilizing margins and reducing risk of oversupply cycles.
Micron Technology, Inc. (MU) Q3 2025 Post Earnings Analyst Call Transcript
Micron Technology, Inc. (NASDAQ:MU ) Q3 2025 Post Earnings Analyst Conference Call June 25, 2025 6:00 PM ET Company Participants Manish H. Bhatia - Executive Vice President of Global Operations Mark J.
Micron Technology, Inc. (MU) Q3 2025 Earnings Call Transcript
Micron Technology, Inc. (NASDAQ:MU ) Q3 2025 Earnings Conference Call June 25, 2025 4:30 PM ET Company Participants Mark J. Murphy - Executive VP & CFO Sanjay Mehrotra - CEO, President & Chairman Satya Kumar - Corporate VP of Investor Relations & Treasurer Conference Call Participants Christopher Caso - Wolfe Research, LLC Christopher James Muse - Cantor Fitzgerald & Co., Research Division Harlan L.
Post Q3 Earnings: It's A DRAM Game, And Micron Is Winning
Micron Technology, Inc. Q3 '25 report confirmed that it's all about DRAM, and that's a good thing with DRAM content growing substantially with AI servers and benefiting from an upcoming PC refresh cycle. Management is guiding for their HBM share to match their DRAM market share, which means roughly 24.3% of the market. Better pricing should continue to support gross margins, which expanded this quarter sequentially.
Micron (MU) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for Micron (MU) give a sense of how its business performed in the quarter ended May 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Micron (MU) Q3 Earnings and Revenues Beat Estimates
Micron (MU) came out with quarterly earnings of $1.91 per share, beating the Zacks Consensus Estimate of $1.59 per share. This compares to earnings of $0.62 per share a year ago.
Micron Earnings: The Supercycle Begins
Micron Technology, Inc. reported Q3 earnings after the close Wednesday. The stock is up around 4% as investors process continued strength in DRAM and recovery in NAND. MU remains in a strong position going into Q4 2025 and FY2026 due to tight inventories and favorable pricing.
