Micron Earnings +3.7%: AI Boom Faces Wall Street Test
Can Micron Earnings justify sky-high AI memory expectations, or is Wall Street about to discover how expensive perfection can be? Maik Kemper Editor in Chief Conclusion Micron Earnings…
Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally. It operates through the Cloud Memory Business Unit; Core Data Center Business Unit; Mobile and Client Business Unit; and Automotive and Embedded Business Unit segments. The company provides memory products, including dynamic random access memory components and modules, CXL-based memory, LPDDR components and modules, graphics memory, high-bandwidth memory, and data center memory products; multichip packages (MCP) comprising embedded multimedia card-based, universal flash storage-based, and NAND-based…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q 2026 Feb 2026 | $23.86B | — | $13.79B | $12.07 | — | 74.4% | 67.6% |
| Q 2025 Nov 2025 | $13.64B | — | $5.24B | $4.60 | — | 56.0% | 45.0% |
| Q 2025 Aug 2025 | $11.32B | — | $3.20B | $2.83 | — | 44.7% | 32.6% |
| Q 2025 May 2025 | $9.30B | — | $1.89B | $1.68 | — | 37.7% | 23.3% |
| Q 2025 Feb 2025 | $8.05B | — | $1.58B | $1.41 | — | 36.8% | 22.0% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can Micron Earnings justify sky-high AI memory expectations, or is Wall Street about to discover how expensive perfection can be? Maik Kemper Editor in Chief Conclusion Micron Earnings…