Micron Just CRUSHED Earnings , So Why Isn’t MU Moving?
1 extracted signal · 1 resolved · 0 still active
Market SignalIndependent analyst profile- Source published
- 01 Oct 2026, 02:39 UTC
- Recorded by Tahlil Plus
- 01 Oct 2026, 03:21 UTC
AI-generated source summary
Micron Technology (MU) delivered exceptionally strong Q4 and fiscal year 2026 earnings, significantly beating analyst expectations across key metrics. Revenue for Q4 reached $54.23 billion, up 31% quarter-over-quarter and a remarkable 379% year-over-year. For the full fiscal year, revenue hit $133.2 billion, a 256% increase year-over-year. This robust performance was driven by both DRAM and NAND segments, with DRAM revenue at $39.8 billion and NAND revenue at $31.8 billion for the fiscal year. Gross margins were strong at 87.0% for Q4, with management projecting the margin floor to remain at 86.25% for FQ1 2027. The company anticipates higher gross margins beyond fiscal Q1 2027. Capex for 2027 is expected to be substantial, with around $11.5 billion in the first half and an additional $25 billion in the second half, indicating significant investment in future growth. This investment is crucial for meeting demand in areas like AI and data centers. The strong financial commitments from customers, reflected in their confidence in Micron's long-term demand for memory and storage, are a key positive indicator.
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