Micron Technology, Inc. (MU)
Micron stock pops 14% as AI memory demand soars: 'We are more than sold out'
Micron Technology beat Wall Street's fiscal first-quarter estimates and issued blowout guidance as demand for AI memory outstrips supply. The company said it expects the total addressable market for high-bandwidth memory to hit $100 billion by 2028, growing at a 40% compounded annual growth rate.
Did Micron's Blowout Quarter Just Smash AI Bubble Worries?
Micron Technology ( NASDAQ:MU ) reported its fiscal first-quarter 2026 results yesterday after the market closed and delivered a record-setting performance, while also trouncing Wall Street's estimates.
It's The Most Wonderful Time For Micron: A Historic Bargain Before The 2026 Rally
Micron Technology, Inc. delivered astonishing results, with revenue up 57% YoY and guidance that far exceeded even bullish expectations. MU's operational leverage is driving explosive margin expansion—gross margin rose from 40% to 57%, and operating margin from 27% to 47% YoY. Management projects record-breaking revenue, margins, and EPS through fiscal 2026, fueled by a severe DRAM shortage and disciplined CAPEX.
5 Things to Know Before the Stock Market Opens
Stock futures are trending higher Thursday ahead of the release of inflation data for November.
Best Growth Stocks to Buy for Dec. 18
MU, SANM and PAHC made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Dec. 18, 2025.
Micron's Blowout Results Are Bad News for Anyone Buying a New Phone or PC Next Year
The AI gold rush is creating shortages for memory chips that could raise prices for all sorts of gadgets.
Micron Technology, Inc. (MU) Q1 2026 Earnings Call Transcript
Micron Technology, Inc. ( MU ) Q1 2026 Earnings Call December 17, 2025 4:30 PM EST Company Participants Satya Kumar - Corporate VP of Investor Relations & Treasurer Sanjay Mehrotra - CEO, President & Chairman Mark Murphy - Executive VP & CFO Conference Call Participants Timothy Arcuri - UBS Investment Bank, Research Division Christopher Muse - Cantor Fitzgerald & Co., Research Division Harlan Sur - JPMorgan Chase & Co, Research Division Thomas O'Malley - Barclays Bank PLC, Research Division Sreekrishnan Sankarnarayanan - TD Cowen, Research Division Christopher Danely - Citigroup Inc., Research Division Vivek Arya - BofA Securities, Research Division Presentation Operator Thank you for standing by, and welcome to Micron's First Quarter 2026 Financial Call. [Operator Instructions] As a reminder, today's program is being recorded.
Micron Technology, Inc. (MU) Q1 2026 Earnings Call Transcript
Micron Technology, Inc. (MU) Q1 2026 Earnings Call Transcript
Micron (MU) Reports Q1 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Micron (MU) give a sense of how its business performed in the quarter ended November 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Micron Post Earnings: Just How Good Could Things Get?
Micron Technology, Inc. is one of the few companies walking the talk on AI, guiding for adjusted profit to almost double sequentially from $4.78 to $8.42 and $4-5B top-line upside in Q2. Everyone knows that MU is extremely well-positioned due to the memory-bound nature of AI build-out, but we don't think markets recognize that Micron has more leverage in the bank. Unlike Nvidia and Broadcom, Micron just reported a gross margin of 56.8%, up from 45.7% last quarter, and is guiding for 68% next quarter, with more growth expected in FY26.
Markets Sell Off -0.5% to -1.8% Ahead of Inflation Rate Thursday
This marks the fourth-straight down-day for the blue-chip Dow and the comprehensive S&P 500.
Micron (MU) Q1 Earnings and Revenues Top Estimates
Micron (MU) came out with quarterly earnings of $4.78 per share, beating the Zacks Consensus Estimate of $3.91 per share. This compares to earnings of $1.79 per share a year ago.
