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MUMU

Micron Technology, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 196% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (13.8K/wk), no spike
$MU·$994B·Semiconductors·Technology
$878.84-5.6%YTD+223.0%1Y+333.9%
Price updated 7h ago·X counts updated 5d ago
MUMU
$MUMicron Technology, Inc.
$878.84-5.63%14k posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $MU on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

13,846X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MU's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 70% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data33 posts analyzed · as of 2026-10-02

Chatter is bullish into Wednesday's earnings — traders are naming $1,200 call strikes and reminding each other that Micron is the Nasdaq 100's best five-year performer with a $55B next-quarter guide the Street actually wants. The one note of restraint comes from accounts warning not to FOMO at $1,100 and risk becoming "exit liquidity," but the dominant energy is pre-print accumulation.

Read what X is saying about $MU

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MU — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

The memory cycle has turned into something structurally bigger, and the numbers are finally keeping up with the hype.

Micron makes the DRAM and HBM memory that AI training clusters eat by the ton. The cycle that used to peak-and-crash on PC/phone demand now has a second engine in AI data centers, and this one doesn't look seasonal.

  • Fundamentals have gone vertical and the quarterlies show why: revenue in the latest reported quarter was up 196% YoY with gross margin at 74% and operating margin at 68% — these are the numbers of a company shipping something customers can't substitute right now.
  • The $55B next-quarter guide, which the Street actually believes, implies the HBM share Micron fought Samsung and SK Hynix for is cash-flow-accretive at scale rather than a one-off win.

Up 264% YTD and sitting in the top 17% of its 52-week range, this is where cycle plays usually overheat — the question for the Dec 23 print is whether the FY27 ramp still pencils at these multiples. A guide-up adds another leg; a cautious tone is the first real excuse to take profits.

Agrees with X sentimentBulls on X have the mechanics right — the $55B next-quarter guide and HBM share story are genuine fundamentals, not just vibes. The 'don't FOMO at $1,100' voice is also right to flag that cycle stocks exit this zone fast; both can be true.

What to watch: Dec 23 earnings: next-quarter revenue guide and any sign HBM3E/HBM4 pricing is softening. A sub-$55B next guide is the first crack; a raise is confirmation.

On the calendar: 2026-12-23 — Q1 FY27 earnings

high momentum

Read the AI verdict on $MU

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs and manufactures DRAM and NAND flash memory chips for AI servers, PCs, and mobile devices.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $MU.

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $MU

Direct beneficiary — Designs and manufactures DRAM and NAND flash memory chips for AI servers, PCs, and mobile devices.; memory bandwidth is AI's named bottleneck, driving HBM3e allocation tightness.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+57.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
40.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
27.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
48.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
16.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
40.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
58.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 30, 2026$33.42$31.77+5.2%
Q1 2026Jun 24, 2026$25.11$20.98+19.7%
Q4 2025Mar 18, 2026$12.20$9.19+32.8%
Q3 2025Dec 17, 2025$4.78$3.96+20.7%
Next earningsWed, Dec 23·consensus EPS $38.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$23.9B+196.3%74.4%67.6%$12.25$5.5B
Q1 FY26$13.6B+56.7%56.1%45.0%$4.66$3.0B
Q4 FY25$11.3B+46.0%44.7%33.2%$2.86$72.0M
Q3 FY25$9.3B+36.6%37.7%23.3%$1.69$1.7B

Forward consensus

5-year forecast · up to 33 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$130.1B$129.4B – $131.5B$73.77$72.62 – $80.0031
FY27$253.1B$227.1B – $285.9B$158.42$131.94 – $221.2333
FY28$286.9B$129.3B – $402.3B$178.69$115.44 – $318.8430
FY29$351.2B$249.1B – $443.9B$189.89$120.52 – $287.236
FY30$464.8B$289.7B – $570.4B$282.13$143.93 – $365.453

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.65%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+22.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.1B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.235-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 14Ray Michael CharlesSVP, Chief Legal Officer6.3K sh$5.9MSellAug 21Sanjay MehrotraCEO40.0K sh$38.8MSellAug 18Sumit SadanaEVP and Chief Business Officer15.0K sh$14.0MSellJul 24Sanjay MehrotraCEO11.8K sh$11.1MSellJul 23Scott R. AllenCVP, Chief Accounting Officer879 sh$879KSellJul 1April S ArnzenEVP and Chief People Officer19.6K sh$21.2MSellJun 30Lynn A DugleDirector1.3K sh$1.5MSellJun 26Alexis BjorlinDirector25 sh$28KSellJun 26Sanjay MehrotraCEO17.7K sh$20.6MSellMay 29Sanjay MehrotraCEO40.0K sh$38.5M
1–10 of 13
+ 15 other (8 awards · 4 inkinds · 2 exempts · 1 gift) in window

See when $MU insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 268-K — Item 5.02: Officer or director change
AI summary

Micron Technology announced two promotions effective immediately: Manish Bhatia (EVP of Global Operations, at Micron since 2017) appointed as President and COO; Dr. Scott DeBoer (EVP of Technology, at Micron since 1995) appointed as President and CTO. Simultaneously, Sumit Sadana transitioned from EVP and Chief Business Officer to Senior Advisor to the CEO with no compensation changes announced. This is a significant leadership restructuring elevating two long-tenured executives to president-level roles, signaling possible succession planning.

3New insider — initial holdingsJun 113
AI summary

Alexis Bjorlin filed a Form 3 initial ownership statement for Micron Technology Inc. (MU) as of June 9, 2026, disclosing her status as a newly appointed Director. She holds shares of Micron common stock indirectly through a trust for her benefit and family with herself as co-trustee; the exact share count is not specified in the available excerpt beyond confirming the trust structure. This is a routine insider initial-ownership filing required upon election to the board; no new securities were issued.

8-KOfficer or director changeJun 98-K — Item 5.02: Officer or director change
AI summary

Micron Technology (MU) appointed Alexis Black Björlin as an independent director on June 9, 2026, expanding the board to nine members (eight independent). Dr. Björlin will join the Governance and Sustainability Committee and receive pro-rated compensation under Micron's 2025 Director Compensation Plan: a $125,000 cash retainer and a restricted stock grant valued at $250,000 (pro-rated). There are no disclosed related-party transactions or pre-arranged understandings. This is a routine board addition with no material financial impact.

+ 7 other (2 earnings 8-Ks · 2 13Gs · 1 10-K · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Micron and Sandisk Have a History of Cyclicality. Is This Time Different?fool.com·10h agoQ3 Earnings Season Preview: Revenue Beats Lag, Multi-Sector Momentum Holdszacks.com·10h agoPrediction: Micron Could Turn $10,000 Into a Fortune by 2030fool.com·12h agoMicron stock continues slump, analysts are saying it's a buying opportunityinvezz.com·13h agoTop AI Stocks: Michael Burry Vs. Quant Fundamentalsseekingalpha.com·14h ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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