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Earnings Analyses

Reported results, market expectations and a look at the next quarter.

Verdicts Across Listed Reports11 Analyses
BUY10
HOLD1
SELL0
Wednesday, June 24After Close

Micron Technology

MU · Q3 FY2026Semiconductors · DRAM / HBM Memory

93/ 100
VerdictBUY

Micron's revenue went from $9.30 billion to $41.46 billion in a single year, gross margin widened from 37.7% to 84.6%, and EPS of $25.11 beat by 17%. The stock rose 15.7% the next day; the real surprise was not the quarter but the $50 billion guidance where the market had penciled in $43.4 billion. From here, what matters is the pace of the HBM4 ramp and when the capacity the industry is adding turns the cycle.

Revenue Growth (YoY)
+ 346%
EPS Surprise
+ 17%
Post-Earnings Reaction
+ 15.7%

In 30 SecondsRevenue rose 346% year over year to $41.46B; adjusted EPS of $25.11 beat the estimate by 17%.

Analyzed This Week

22 AnalysesShow All

Reaction strips share one scale: ±20%

  1. MU

    Micron Technology · Q3 FY2026
    93
    VerdictBUY
    First Reaction▲ 15.7%
    Revenue YoY
    ▲ 346%
    EPS vs Estimate
    + 17.3%

    Jun 24 · After Close

  2. TXN

    Texas Instruments · Q3 2026
    86
    VerdictBUY
    First Reaction▲ 1.1%
    Revenue YoY
    ▲ 28%
    EPS vs Estimate
    + 7.8%

    Oct 21 · After Close

  3. MU

    Micron Technology · Q4 FY2026
    86
    VerdictBUY
    First Reaction▲ 0.4%
    Revenue YoY
    ▲ 379%
    EPS vs Estimate
    + 6.6%

    Sep 30 · After Close

  4. ADI

    Analog Devices · Q3 FY2026
    85
    VerdictBUY
    First Reaction▼ 0.9%
    Revenue YoY
    ▲ 40%
    EPS vs Estimate
    + 2.0%

    Aug 19 · Pre-Market

  5. NVDA

    NVIDIA · Q2 FY2027
    84
    VerdictBUY
    First Reaction▼ 1.2%
    Revenue YoY
    ▲ 106%
    EPS vs Estimate
    + 4.3%

    Aug 26 · After Close

  6. NVDA

    NVIDIA · Q1 FY2027
    88
    VerdictBUY
    First Reaction▼ 1.8%
    Revenue YoY
    ▲ 85%
    EPS vs Estimate
    + 5.6%

    May 20 · After Close

  7. AVGO

    Broadcom · Q3 FY2026
    86
    VerdictBUY
    First Reaction▼ 4.0%
    Revenue YoY
    ▲ 86%
    EPS vs Estimate
    + 2.5%

    Sep 2 · After Close

  8. AMAT

    Applied Materials · Q3 FY2026
    86
    VerdictBUY
    First Reaction▼ 5.0%
    Revenue YoY
    ▲ 25%
    EPS vs Estimate
    + 2.9%

    Aug 13 · After Close

  9. LRCX

    Lam Research · Q1 FY2027
    62
    VerdictHOLD
    First Reaction▼ 6.1%
    Revenue YoY
    ▲ 54%
    EPS vs Estimate
    + 0.9%

    Oct 21 · After Close

  10. MRVL

    Marvell Technology · Q2 FY2027
    79
    VerdictBUY
    First Reaction▼ 7.0%
    Revenue YoY
    ▲ 37%
    EPS vs Estimate
    0.0%

    Aug 27 · After Close

  11. AMD

    Advanced Micro Devices · Q2 2026
    80
    VerdictBUY
    First Reaction▼ 8.9%
    Revenue YoY
    ▲ 50%
    EPS vs Estimate
    + 2.0%

    Aug 4 · After Close

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