Key Statistics
Financial Performance
The Signal Report
PREMIUMBased on our analysis, Micron Technology, Inc. demonstrates strong buy fundamentals. with revenue reaching $133.2B and growing at 379.3% year-over-year. Our fair value estimate of $1520.02 suggests +41.4% upside from current levels of $1074.89. The company maintains a competitive position in Technol...
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Company Profile
Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally. It operates through the Cloud Memory Business Unit; Core Data Center Business Unit; Mobile and Client Business Unit; and Automotive and Embedded Business Unit segments. The company provides memory products, including dynamic random access memory components and modules, CXL-based memory, LPDDR components and modules, graphics memory, high-bandwidth memory, and data center memory products; multichip packages (MCP) comprising embedded multimedia card-based, universal flash storage-based, and NAND-based MCPs; a
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Micron Technology, Inc. reported earnings results for the periods shown below. 7 of the last 8 quarters have reported results.
RTX's $20.7 Billion AMRAAM Award Is Provisional and Capacity Is the Constraint
The Pentagon handed Raytheon a five-year AMRAAM contract worth up to $20.7 billion with two option years, then obligated…
Micron Locked In $100 Billion of Memory Revenue. Its Next Print Tests the Rest
Micron is one of three companies on earth that can build the DRAM and high-bandwidth memory stacked beside every AI acce…
Tesla's Optimus Nears Mass Production Without a Price, a Cost or a Customer
Tesla has cleared the Model S and Model X lines out of Fremont to make room for its first Optimus lines and is auditing …
An AI Slowdown Call Sank Memory Stocks. Micron's Contracts Say Otherwise
A call from Anthropic's chief executive to pace frontier AI development knocked memory stocks lower, but the reaction mi…
The AI Memory Crunch Escaped the Data Center — Micron Is Pricing the Whole Economy Now
NAND contract prices jumped 55% in one quarter, auto DRAM is up roughly 70% since December — the memory crunch left the …
RTX Builds the Shields Catching Iranian Missiles Out of the Sky
Projectiles hit two oil tankers in the Strait of Hormuz, and defense stocks popped on renewed U.S.-Iran hostilities. RTX…
HBM, Explained: Why the Memory Stack Next to the GPU Is AI's Hottest Choke Point
The AI buildout has a second bottleneck nobody talks about: the memory stacked next to the GPU. This explainer breaks do…
Micron Sells Out HBM Through 2027: AI Demand Breaks the DRAM Commodity Cycle
Micron's entire HBM output is sold out through 2027 under fixed-price, multi-year contracts, and the AI memory crunch is…
Micron at 6.4x Forward Earnings? The Cheapest AI Giant You're Ignoring
The market is treating Micron like a cyclical trap at 6.4x forward earnings, but with HBM demand exploding and $100B+ in…
Micron's $250 Billion US Investment and Anthropic Deal: Reshoring Meets AI Memory Demand
Micron raises its US chip investment to $250B through 2035, pours concrete ahead of schedule at its Clay megafab, and lo…
Inside Google's Multi-Front AI War: Cloud, Waymo, and the $180 Billion Infrastructure Bet
Alphabet (GOOGL) is waging an AI war on every front — Gemini-infused Search, a $462B cloud backlog, Waymo's $126B valuat…
Micron Went From $315 to $1,150 in Six Months. The Memory Trade Nobody Saw Coming.
Micron ($MU) surged 265% YTD to $1,150, joining the $1.3T market cap club on the back of a 345% revenue explosion driven…