Micron Technology, Inc. (MU)
Micron Gives Upbeat Forecast Amid AI Equipment Demand
Micron gave an upbeat forecast for the current quarter, helped by demand for artificial intelligence equipment. The company said fiscal first-quarter revenue will be roughly $12.5 billion, higher than $11.9 billion estimated by analysts.
Micron Technology, Inc. (MU) Q4 2025 Earnings Call Transcript
Micron Technology, Inc. (NASDAQ:MU ) Q4 2025 Earnings Call September 23, 2025 6:00 PM EDT Company Participants Satya Kumar - Corporate VP of Investor Relations & Treasurer Sumit Sadana - Executive VP & Chief Business Officer Mark Murphy - Executive VP & CFO Manish Bhatia - Executive Vice President of Global Operations Conference Call Participants Thomas O'Malley - Barclays Bank PLC, Research Division Joseph Moore - Morgan Stanley, Research Division James Schneider - Goldman Sachs Group, Inc., Research Division Christopher Danely - Citigroup Inc., Research Division Vijay Rakesh - Mizuho Securities USA LLC, Research Division Aaron Rakers - Wells Fargo Securities, LLC, Research Division Brian Chin - Stifel, Nicolaus & Company, Incorporated, Research Division Quinn Bolton - Needham & Company, LLC, Research Division John Vinh - KeyBanc Capital Markets Inc., Research Division Kevin Cassidy - Rosenblatt Securities Inc., Research Division Presentation Operator Thank you for standing by, and welcome to Micron Technology's Post-Earnings Analyst Conference call. [Operator Instructions] I would now like to hand the call over to Satya Kumar, Investor Relations.
Micron: Strong Earnings Beat, Again
Micron Technology, Inc. delivered strong fiscal Q4 results, beating estimates on both revenue and earnings, with robust guidance for the upcoming quarter. MU's revenue grew 46% year-over-year, and gross margin expanded significantly, driven by data center demand and improved pricing power. Despite impressive growth and margin expansion, MU's free cash flow remains modest relative to its valuation, with a trailing FCF multiple around 50.
Why Micron's Record Sales and Strong Outlook Are a Bullish Signal for the AI Trade
Micron Technology (MU) shares climbed in extended trading Tuesday after the memory chip maker posted record quarterly sales, boosted by surging demand for AI hardware.
Micron's stock gains as the memory-chip maker clears a high bar
Wall Street expected a beat-and-raise quarter from Micron, which indeed gave an outlook far stronger than what analysts were expecting as AI drives strong demand for memory chips.
MU Sales & CapEx Under Microscope After Raising Guidance
Micron (MU) reports earnings after the close on Tuesday, and Paul McCarthy expects a beat and raise from the company. The stock has doubled since the start of 2025, helped by raised guidance Micron released in August.
Micron: I Am Loading Up Before Earnings
Micron is still a Strong Buy ahead of the upcoming earnings release despite already massive 80%+ stock rally since March. Wall Street analysts have raised price targets and EPS estimates for MU, citing strong data center demand and favorable supply/demand dynamics. MU's consistent earnings beats, expanding profitability, and attractive forward valuation ratios highlight significant upside potential.
Micron price target boosted by analysts after ‘week that changed the memory world'
Micron Technology Inc (NASDAQ:MU) saw its price target raised by Wedbush analysts to $200 from $165, who see recent developments in the memory market representing a major inflection point, calling it “the week that changed the memory world.” Wedbush noted that demand trends across key memory and storage products have shifted significantly over the past several weeks.
Buy Or Sell Micron Stock Ahead Of Earnings?
Micron Technology (NASDAQ: MU) is anticipated to announce its earnings on Tuesday, September 23, 2025. The earnings for this quarter are estimated to reach approximately $2.85 per share, rising from $1.18 per share in the same quarter last year, according to consensus estimates.
Micron's stock surges to a record. What's behind the best seven-day rally in a decade.
Increasing AI-inference workloads are creating a favorable environment for Micron, according to Citi analysts.
Bullish Trendline Could Give Chip Stock A Boost
Micron Technology (MU) stock is on track for its third-straight daily loss, but still sports a 40.3% year-to-date lead. The security has struggled to conquer its June 26, 52-week high of $129.85, with an early August attempt coming just shy of that peak, though the $110 level stepped in to contain its subsequent pullback.
Micron Technology: Laggard Shovel Seller?
After a period of unprofitability, Micron Technology has delivered strong margins and growth as it supplies the AI industry. The business has a limited moat, as many competitors exist; past cycles indicate it is a commoditized industry. I argue that MU's valuation seems attractive, despite that.
