MU Ticker Curator

AI surge drives MU shift: Micron to wind down consumer RAM, SSDs, memory cards by early 2026.

• Decision announced Dec 2025
• NAND Flash market to...

Indian Minister Ashwini Vaishnaw highlights Micron's production journey amid changing global semiconductor trends, underscoring India's semiconductor ambitions. Key signal for MU's role in emerging markets.

Wall Street consensus eyes Micron's fiscal 2026 revenue at $76 billion, a 103% year-over-year jump. This aggressive projection fuels major stock upside potential heading into 2026.

Micron's $2.75B ATMP facility began commercial operations in late February 2026, a key catalyst ahead:

• Structurally higher pricing for Micron products
• Positions MU for another leg higher in stock

Watch for pricing momentum to drive upside.

Strategic tie-up: Lam Research opens Boise office with ~150 employees to tighten R&D with key customer Micron on semiconductor development.

• AI...

• Micron warns of the semiconductor supply chain's worst disconnect in 25 years, amid AI-driven pressures.
• DRAM prices surged 172% in 2025, yet...

Micron secures 50% of initial Galaxy S26 DRAM shipments, pressuring Samsung's supply and bolstering its mobile market grip. Meanwhile, Samsung locks Apple supply at double price in tight memory market.

• $150M public-private fund launched by Gov. Hochul, with $30M state + $120M private (incl. Micron) for 2,500+ workforce units over 7 years.
• Targets...

Earnings & Guidance

• 🔥 Q2 Revenue Outlook: Micron issued Q2 guidance expecting revenue up 37% sequentially at the midpoint with gross margin of...

• Investor confidence surges: US Bancorp DE boosts stake amid Q1 revenue up 56.7% YoY and Q2 EPS guidance of $8.22-$8.62.
• Credit upgrade...

DRAM market tightening accelerates Micron momentum:

• 4Q25 DRAM revenue leaped 29.4% on price rally; Micron hit $11.98B total (+12.4% QoQ), holding...

Zacks Analyst Blog spotlights MU's AI momentum, naming it the clear buy over Oracle:

• HBM demand surge from AI hyperscalers creates supply...

AI-fueled HBM demand tightens supply, with capacity fully booked powering earnings surge and investor buzz like congressional buys.

• Massive US...

Q1 Earnings Beat: Non-GAAP EPS hit $4.78, topping consensus of $3.77; revenue soared 56.7% YoY to $13.64B.

• Raised Guidance: Micron ups outlook amid...

Stock Price Action

• 🔥 Post-Earnings Pop: Micron stock skipped 2.3% higher after the maker of computer memory products announced earnings.
  -...

Bullish trend accelerates: MU up 330% in past year, now ~$418-429, breaking $430 resistance amid Nvidia AI tailwinds.

• Valuations attractive: 12x FY...

• Key timing: Fiscal Q2 conference call on Wednesday, March 18, 2026, at 2:30 p.m.
• Marks Micron's next major update for investors to gauge performance
• Watch for AI-driven memory demand insights.

Micron's Boise push highlights CHIPS Act and AI synergy for U.S. manufacturing:

• CHIPS acceleration: Federal act fast-tracked first fab construction,...

Micron (MU) analysts provide estimates on earnings, revenue, EPS, including upgrades and downgrades. Essential consensus views for investment decisions.

Micron (MU), maker of computer memory products, saw its stock skip 2.3% higher through noon ET on Wednesday post-earnings announcement. Key intraday signal for investors.