Here is today's news on *#MicronBeatsEarningsLiftsGuidance* - in English:
Micron Crushes Records, Lifts Outlook on AI Super-Cycle
*Micron Technology (MU)* delivered a blowout fiscal Q4 2026 report on September 30th, beating Wall Street's already sky-high expectations and issuing even stronger guidance for next quarter.
*The Beat:*
- *Revenue:* $54.23 Billion vs estimate $51.07 Billion - *up 379% YoY*
- *Adjusted EPS:* $33.42 vs estimate $31.61 - *up 1,002% YoY*
- *Operating Profit:* $43.75 Billion, up 1,097% YoY, with operating margin at 80.7% 7f7db76b7ffc
Data Center was the star - $18 Billion in sales, up *1,042% YoY*, driven by High-Bandwidth Memory (HBM) for AI servers. DRAM sales jumped 343% and now make up 73% of total sales. 7f7d
*The
For Fiscal Q1 2027, Micron guided:
- *Revenue:* $61.5 Billion vs estimate $57.4 Billion
- *EPS:* $38.15 vs estimate $35.47 b76b
Micron said about 75% of its expected 2027 output is already pre-sold and supply will remain tighter in 2027 and 2028 than in 2026. The company has signed strategic customer agreements worth ∼$150 Billion through 2030, including its first custom HBM deal with Nvidia. 115fb148
The stock closed at $1,065.11 after a 275%
This also lifted sentiment for Samsung and SK Hynix, with analysts projecting their combined Q3 profit near $133 Billion on the same AI memory boom.
Micron Crushes Records, Lifts Outlook on AI Super-Cycle
*Micron Technology (MU)* delivered a blowout fiscal Q4 2026 report on September 30th, beating Wall Street's already sky-high expectations and issuing even stronger guidance for next quarter.
*The Beat:*
- *Revenue:* $54.23 Billion vs estimate $51.07 Billion - *up 379% YoY*
- *Adjusted EPS:* $33.42 vs estimate $31.61 - *up 1,002% YoY*
- *Operating Profit:* $43.75 Billion, up 1,097% YoY, with operating margin at 80.7% 7f7db76b7ffc
Data Center was the star - $18 Billion in sales, up *1,042% YoY*, driven by High-Bandwidth Memory (HBM) for AI servers. DRAM sales jumped 343% and now make up 73% of total sales. 7f7d
*The
For Fiscal Q1 2027, Micron guided:
- *Revenue:* $61.5 Billion vs estimate $57.4 Billion
- *EPS:* $38.15 vs estimate $35.47 b76b
Micron said about 75% of its expected 2027 output is already pre-sold and supply will remain tighter in 2027 and 2028 than in 2026. The company has signed strategic customer agreements worth ∼$150 Billion through 2030, including its first custom HBM deal with Nvidia. 115fb148
The stock closed at $1,065.11 after a 275%
This also lifted sentiment for Samsung and SK Hynix, with analysts projecting their combined Q3 profit near $133 Billion on the same AI memory boom.
