🚹 $MU EARNINGS — HERE’S WHAT I’M WATCHING BEFORE THE HEADLINE. 👀
Micron reports September 30 after the U.S. market close.
Everyone will look at EPS.
But compare these numbers:
🏱 Micron’s own Q4 guide:
💰 Revenue: $50B ± $1B
📊 Non-GAAP EPS: $31 ± $1
Meanwhile, BMO’s latest forecast is already around:
💰 $51.07B revenue
📈 $31.52 EPS
So the real surprise may NOT be the headline beat.
The hidden test is:
🧠 HBM4 pricing
đŸ’» Server DDR5 pricing
🔼 FY2027 guidance
Micron says HBM4 is already in high-volume shipments, while BMO sees further pricing strength into FY2027.
If management confirms stronger pricing + sustained AI memory demand

👀 the market may focus less on Q4 and more on how long this cycle can last.
Save this before the numbers drop.
#MU #Micron #Earnings #AI #StockTrading