Micron (MU) Leads The AI Chip Race With Force 🚀💯💪🎉✅🙏

daz999999999
10-02
$Micron Technology(MU)$  


The Micron Technology share price closed up 3% today, yet the real story sits in the magnitude of the earnings jump rather than the near term pop. Traders chased the move. Long term holders are staring at a very different picture.

Quarterly revenue reached US$54.2b and basic earnings per share hit US$33.36, both far above where Micron sat just a few quarters ago. The emotional pull is the sharp move in a high profile semiconductor stock. The fundamental anchor is a memory maker that just reported one of its strongest profit quarters on record.

Love Micron Technology's earnings surge but want a wider set of memory and chip plays tied to strong fundamentals instead of short term trading spikes?

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Q4 2026 Micron Technology 

Earnings Summary

Revenue (Q4 2026 vs Q4 2025): US$54,229m vs. US$11,315m (very large increase, roughly 4.8x year on year)

Net Income, Excl. Extra Items (Q4 2026 vs Q4 2025): US$37,701m vs. US$3,201m (very large increase, close to 12x year on year)

Basic EPS (Q4 2026 vs Q4 2025): US$33.36 vs. US$2.86 (very large jump, around 11.7x higher year on year)

Trailing 12-month Net Income, Excl. Extra Items (Q4 2026 vs Q4 2025): US$84,969m vs. US$8,539m (very large increase, roughly 10x over the past year)

Modified in.10-02
Micron Technology's Q4 results for fiscal year 2026 exceeded expectations, with AI memory demand and future market supply and demand shortages driving growth.
Micron Technologies reported revenue of $54.229 billion and net profit of $37.701 billion in the fourth quarter of fiscal year 2026, both significantly exceeding market expectations. Customer long-term supply agreement procurement commitments increased to $32 billion, demand for AI memory chips was strong, and data center business revenue increased more than tenfold year-on-year. The company expects adjusted revenue to be between $60 billion and $63 billion in the first quarter of next fiscal year, with gross profit margin expected to improve during the fiscal year. The CEO and CFO of Micron Technologies revealed that the supply and demand in the storage market will be even tighter in 2027 and 2028. 26 long-term orders have been signed, and more than 75% of the production capacity has been committed to by customers. Capital expenditures for fiscal year 2027 will be approximately $25 billion, primarily for the construction of new wafer fabs.
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