One of the biggest takeaways from the $MUB earnings call 👀
FQ1 could be the gross-margin floor for FY27. Micron expects revenue to grow sequentially each quarter, while gross margins should improve after Q1.
Pricing is still expected to rise, just at a slower pace than before.
My view: FY27 EPS could potentially push above $200. 🚀📈
#MUB
FQ1 could be the gross-margin floor for FY27. Micron expects revenue to grow sequentially each quarter, while gross margins should improve after Q1.
Pricing is still expected to rise, just at a slower pace than before.
My view: FY27 EPS could potentially push above $200. 🚀📈
#MUB
