🚹 $MU EARNINGS: THE REAL TEST ISN’T EPS 👀
Micron’s Q4 numbers are about to drop.
The headline guide:
💰 Revenue: $50B ± $1B
📊 Gross Margin: ~86%
đŸ’” Non-GAAP EPS: $31 ± $1
But here’s what I’m watching:
If Micron actually pushes through the ~86% margin target, while AI/HBM demand remains strong, the bigger question becomes whether this memory supercycle can continue into FY2027.
đŸ”„ WATCH:
‱ HBM4 demand
‱ DRAM pricing
‱ Gross margin
‱ FY2027 guidance
A simple earnings beat may not tell the whole story.
What matters more to you: Q4 EPS or FY2027 guidance? 👇
#EarningsSeason #MU #Micron #AÄ° #Semiconductors