๐ MICRON $MU โ Q4 FY2026 RESULTS
๐ฐ Revenue: $54.23B โ market expectations: $51.07B โ โ year-over-year: +379%
๐ต Adjusted EPS: $33.42 โ market expectations: $31.61 โ
๐ Adjusted Gross Margin: 87.0% โ market expectations: 86.1% โ
๐ฎ Q1 FY2027 OUTLOOK
๐ฐ Revenue: $61.5B ยฑ $1.5B โ market expectations: $57.02B โ
๐ต Adjusted EPS: $38.15 ยฑ $1.00 โ market expectations: $35.40 โ
๐ Adjusted Gross Margin: ~86.25% โ market expectations: 86.4% โ ๏ธ
๐ธ CASH FLOW
๐ต Operating Cash Flow: $43.97B โ market expectations: $34.47B โ
๐ข REVENUE BY SEGMENT
โ๏ธ Cloud Memory: $16.28B ๐ฅ๏ธ Core Data Center: $18.00B ๐ฑ Mobile & Client: $13.11B ๐ Automotive & Embedded: $6.82B
๐ OTHER KEY METRICS
๐ผ Adjusted Operating Income: $44.64B โ market expectations: $42.41B โ
๐ต Adjusted Net Income: $38.40B โ market expectations: $36.31B โ
๐ GAAP EPS: $32.87
๐ฐ DIVIDEND
๐ต Quarterly dividend: $0.15 per share
๐ฃ๏ธ MANAGEMENT COMMENTARY
Micron said it ended fiscal 2026 with record results and expects fiscal 2027 to be even stronger.
Is this a bullish scenario for the entire semiconductor sector? $NVDA $GOOG $AMD $SKHY $005930.KS $INTC
