Overview
Company Profile
Valuation
Key Metrics
Moving Averages
Earnings
Earnings Analyses
- BUYQ4 FY2026Wednesday, September 30Micron beat on revenue, earnings and guidance at once: $54.2B in revenue, $33.42 in adjusted EPS and a record $61.5B first-quarter target. The stock first rose 2.2% after hours, then gave it back during the call; the 86.25% margin target came in below what the market wanted. The one thing to watch now is whether Q1, which management calls the margin floor for the year, really is the floor.86
- BUYQ3 FY2026Wednesday, June 24Micron'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.93
Past Earnings
In Context
Famous Investors
Leopold AschenbrennerSituational Awareness LP · Q2 2026Added+ 27,712%27.6% of Portfolio$5.57 B4.83 M Shares
Philippe LaffontCoatue · Q2 2026Added+ 1,794%7.5% of Portfolio$3.63 B3.14 M Shares
David TepperAppaloosa · Q2 2026Trimmed− 41%15.1% of Portfolio$1.13 B975,000 Shares
Ray DalioBridgewater Associates · Q2 2026Trimmed− 92%0.55% of Portfolio$135 M116,666 Shares
Stanley DruckenmillerDuquesne Family Office · Q2 2026Sold OutSold Out Last Period$7.91 M23,400 Shares
The bar is the stock's share of the investor's portfolio; the scale is the largest share in the list (27.6%). Share is relative to the total value of long positions in the latest 13F filing.
A 13F only shows long positions and options traded in the US; short sales, cash and foreign shares are not visible. The filing can come up to 45 days after quarter end.
Company News
To Understand This
Earnings Reports: What to Read, HowThe book opens once a quarter — and the market really only reads three lines.P/E and the Valuation RatiosYou can't tell whether a stock is cheap or expensive by looking at its price.Market Cap, Float and SplitsA company's real size is not the share price — it's the price times the share count.
