Micron Q4 Earnings: The Number Everyone Will Be Watching 👀
Micron’s Q4 report is coming up, and Wall Street is already setting a pretty high bar.
The current consensus shown in Binance Square’s earnings preview is $31.15 EPS, compared with $25.11 in Q3 — roughly 24% QoQ growth.
But EPS is only part of the story.
Micron’s DRAM business accounted for around 76% of revenue in Q3, so memory pricing, shipments and demand will be important pieces of the puzzle.
I’ll be watching the FY2027 outlook, HBM/HBM4 progress, gross margins and management’s comments on supply and demand just as closely as the headline earnings number.
Q4 results are scheduled for after the U.S. market close on September 30.
The real question: can Micron deliver numbers strong enough to justify the expectations already priced into the stock?
#EarningsSeason $MU $MUB
Micron’s Q4 report is coming up, and Wall Street is already setting a pretty high bar.
The current consensus shown in Binance Square’s earnings preview is $31.15 EPS, compared with $25.11 in Q3 — roughly 24% QoQ growth.
But EPS is only part of the story.
Micron’s DRAM business accounted for around 76% of revenue in Q3, so memory pricing, shipments and demand will be important pieces of the puzzle.
I’ll be watching the FY2027 outlook, HBM/HBM4 progress, gross margins and management’s comments on supply and demand just as closely as the headline earnings number.
Q4 results are scheduled for after the U.S. market close on September 30.
The real question: can Micron deliver numbers strong enough to justify the expectations already priced into the stock?
#EarningsSeason $MU $MUB