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MUMU

Micron Technology, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 196% YoY at strong marginsCatalyst pendingConsistent chatter on X (8.6K/wk), no spike
$MU·$1.1T·Semiconductors·Technology
$1015.80+3.9%YTD+231.2%1Y+501.5%
Price updated 16h ago·X counts updated 7d ago
MUMU
$MUMicron Technology, Inc.
$1,015.80+3.92%8.6k posts0.9×
AI analysisFundamentalsVoices on X
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On X

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.

8,610X posts · last 7 days
Sep 2Sep 13
Chatter Meter
0.9×
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.

Bullish sentimentAI analysisGenerated by AI from underlying data24 posts analyzed · as of 2026-09-16

Micron posters run the memory-oligopoly thesis hard: $MU, SK Hynix and Samsung are the DRAM triopoly heading into the agentic-AI era, and China's HBM3 at ~25% yield keeps the moat wide. Traders cite the stock ripping while rates rise, ~$1000 support holding, and options desks watch a $1052-$1055 battleground with a Sep-18 monthly gap fill at $1155 in play. Bulls also read Michael Burry's short-covering as the tell that memory shorts are next. No bear voice.

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 numbersEvent coming upAI verdict · as of 2026-09-19

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Micron is the AI-memory oligopoly finally getting priced — up 500% in a year with the Sept 30 guide deciding the next leg.

Micron is one of three companies on Earth that make the DRAM and HBM that AI training clusters can't function without — and that oligopoly is finally getting fully priced. The stock is up 500% in twelve months and next week's print is the tape.

  • Revenue grew 196% YoY last quarter to $23.9B with gross margin at 74% — HBM3E supply is sold out through 2026 and pricing is still climbing, so this isn't a one-quarter beat, it's the shape of the ramp.
  • Analyst FY27 revenue estimates nearly double FY26 to $250B — the ramp is expected to keep going as agentic AI multiplies memory per workload, and China's HBM3 at ~25% yield keeps Western triopoly pricing intact.
  • CEO Mehrotra printed a $38.75M sale in late August — normal at these prices, but worth naming as the crowd starts extrapolating gains straight-line.

Sept 30 Q1 earnings are the tape: another guide raise reloads the trade and turns the current base at $1,000 into support toward the $1,155 gap-fill target; any DRAM-pricing wobble in the guide opens the mean-reversion argument fast after a 500% year.

Agrees with X sentimentAgrees with the memory-triopoly thesis: 196% YoY growth at 74% gross margin is exactly what an oligopoly print looks like, and the HBM-sold-out-through-2026 posters aren't stretching. Burry's short-covering rhymes with the tape. The one crack — Mehrotra's $38.75M August sale — is worth naming but doesn't change the read at these numbers.

What to watch: Sept 30 Q1 print and FY27 guide — a raised HBM ASP number and any hint of 2H27 tightness reload the trade above $1,155; a DRAM pricing wobble or a soft HBM commentary opens the mean-reversion argument on a 500% year in a hurry.

On the calendar: 2026-09-30 — Q1 fiscal earnings

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

Hyperscaler AI capex drives the cycle — Blackwell GPU allocation constrained, HBM3e pricing firm. AVGO custom ASIC wins confirm AI demand broadening beyond NVDA. An Anthropic/OpenAI-led push to slow AI growth introduces regulatory tail risk but has not yet slowed near-term capex commitments.

What this means for $MU

Direct beneficiary — AI server HBM3e and DDR5 demand drives Micron's highest-margin revenue; NAND SSD demand in data center storage buildout adds a secondary tailwind.

Top industry ETF

$SMHVanEck Semiconductor ETF
+51.9%YTD
+80.8%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
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%
Q2 2025Sep 23, 2025$3.03$2.86+5.9%
Next earningsWed, Sep 30·consensus EPS $31.27

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$129.6B$128.9B – $131.0B$73.37$72.28 – $79.6331
FY27$249.6B$225.9B – $284.3B$155.61$130.09 – $218.1433
FY28$282.6B$129.9B – $386.3B$171.04$121.66 – $193.5728
FY29$344.8B$244.6B – $435.8B$184.98$117.40 – $279.806
FY30$449.4B$283.5B – $554.3B$264.67$137.61 – $345.003

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.0.8×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.75%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.+5.5%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.+53.6%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 today1.9% 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.β2.225-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

SellAug 21Sanjay MehrotraCEO40.0K sh$38.8MSellAug 18Sumit SadanaEVP and Chief Business Officer15.0K sh$14.0MSellJul 24Sanjay MehrotraCEO16.0K sh$14.9MSellJul 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$38.5MSellMay 11Steven J GomoDirector2.0K sh$1.6M
1–10 of 12
+ 5 other (3 awards · 1 inkind · 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.

+ 9 other (3 13Gs · 2 routine 8-Ks · 1 10-Q · 1 earnings 8-K) in window

Recent news

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

Better Artificial Intelligence (AI) Stock Pick for 2027: Nvidia versus Micronfool.com·1d agoIs Micron's 9% Dip a Warning Sign or Buying Opportunity?fool.com·2d agoSemiconductor Stocks to Buy and Hold Through 2030fool.com·2d agoQ3 Earnings Season Preview: What Can Investors Expect?zacks.com·2d agoMicron Turned $10,000 Into About $130,000 in 5 Years. Most of It Came in the Past 12 Months.fool.com·2d ago

In themes

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

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Voices on X · last 7 days

No standout posts about $MU on X in the 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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