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Added to YB: 2026-06-29

Pitch date: 2026-06-26

MU [neutral]

Micron Technology, Inc.

Author Info

Company Info

Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.

Market Cap

$1.3T

Pitch Price

N/A

Price Target

N/A

Dividend

0.05%

EV/EBITDA

18.35

P/E

25.55

EV/Sales

13.90

Sector

Semiconductors and Semiconductor Equipment

Category

growth

Show full summary:
Micron Technology (MU) -- Q3 FY2026 Results

MU (earnings): Q3 FY26 rev beat est 16.8%, EPS $25.11 vs $1.91 last yr. GPM 82.2%, +270bps beat. DRAM/NAND pricing +60% seq on extreme tightness expected beyond 2027. $100B SCA backlog through 2030 locks favorable margins. HBM4 >$1B rev. Q4 guides $31 EPS. ~8-9x fwd EPS.

Read full article (6 min)