Feed Community

๐Ÿ“Š MICRON $MU โ€” Q4 FY2026 RESULTS

๐Ÿ’ฐ Revenue: $54.23B โ†’ market expectations: $51.07B โœ… โ†’ year-over-year: +379%

๐Ÿ’ต Adjusted EPS: $33.42 โ†’ market expectations: $31.61 โœ…

๐Ÿ“ˆ Adjusted Gross Margin: 87.0% โ†’ market expectations: 86.1% โœ…

๐Ÿ”ฎ Q1 FY2027 OUTLOOK

๐Ÿ’ฐ Revenue: $61.5B ยฑ $1.5B โ†’ market expectations: $57.02B โœ…

๐Ÿ’ต Adjusted EPS: $38.15 ยฑ $1.00 โ†’ market expectations: $35.40 โœ…

๐Ÿ“Š Adjusted Gross Margin: ~86.25% โ†’ market expectations: 86.4% โš ๏ธ

๐Ÿ’ธ CASH FLOW

๐Ÿ’ต Operating Cash Flow: $43.97B โ†’ market expectations: $34.47B โœ…

๐Ÿข REVENUE BY SEGMENT

โ˜๏ธ Cloud Memory: $16.28B ๐Ÿ–ฅ๏ธ Core Data Center: $18.00B ๐Ÿ“ฑ Mobile & Client: $13.11B ๐Ÿš— Automotive & Embedded: $6.82B

๐Ÿ“Œ OTHER KEY METRICS

๐Ÿ’ผ Adjusted Operating Income: $44.64B โ†’ market expectations: $42.41B โœ…

๐Ÿ’ต Adjusted Net Income: $38.40B โ†’ market expectations: $36.31B โœ…

๐Ÿ“Š GAAP EPS: $32.87

๐Ÿ’ฐ DIVIDEND

๐Ÿ’ต Quarterly dividend: $0.15 per share

๐Ÿ—ฃ๏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

A community member's personal view, not investment advice. Community Guidelines

MS

I started buying Micron somewhere around $70, so naturally this development is very pleasant to watch. :) Even more interesting than the numbers themselves, I find the outlook for the next quarter, memory demand remains strong. The question is how long they can maintain such a pace.

We use essential cookies to run the website and optional analytics cookies to measure usage. See our Privacy Policy.