Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho.
| Revenue (TTM) | $90.27B |
| Gross Profit (TTM) | $65.51B |
| EBITDA | $68.22B |
| Operating Margin | 80.40% |
| Return on Equity | 66.60% |
| Return on Assets | 34.90% |
| Revenue/Share (TTM) | $80.24 |
| Book Value | $89.22 |
| Price-to-Book | 10.74 |
| Price-to-Sales (TTM) | 12.72 |
| EV/Revenue | 11.77 |
| EV/EBITDA | 15.56 |
| Quarterly Earnings Growth (YoY) | 1369.00% |
| Quarterly Revenue Growth (YoY) | 345.70% |
| Shares Outstanding | $1.13B |
| Float | $1.13B |
| % Insiders | 0.24% |
| % Institutions | 79.96% |
Volatility is currently contracting
Micron just delivered a quarter that shattered records and sent shares soaring past $1,000, but the real debate starts now: whether a stock already up over 250% this year has enough fuel left to double again before 2030.
Memory chips have emerged as the driving force behind the semiconductor industry's latest growth cycle as the artificial intelligence boom fuels demand for data-center hardware and pushes prices higher. Memory has become the "king" of the semiconductor industry, according to Susquehanna analyst Mehdi Hosseini, who believes "its reign is here to stay.
Michael Burry, a hedge fund manager and investor known for predicting the 2008 financial crash, has just updated his portfolio, with some notable new positions catching the market's attention.
Micron Technology, Inc. expects 2027 supply conditions to tighten further as AI demand accelerates and DRAM remains a critical infrastructure constraint. HBM3E consumes roughly three times DDR wafer capacity, while HBM4E pushes that trade ratio toward four times. Sixteen strategic customer agreements carried $22 billion in commitments, potentially creating substantially greater earnings visibility through 2030.
While the sheer scale of the AI buildout naturally draws comparisons to the internet bubble of the late-90s, equating the two overlooks key economic realities.
SK hynix Inc. is rated Strong Buy over Micron Technology, Inc., rated Buy, on superior HBM leadership and its position in the emerging HBF standard. SKHY holds 50% of the HBM market, double its DRAM share, and began mass-production shipments of HBM4 in the second quarter. Every memory supplier says the supply cannot respond before 2028, with SK hynix's CEO seeing a shortage through 2030, underpinning pricing and earnings.
The memory allocation split is defining today's session as artificial intelligence customers pull wafer capacity toward high-bandwidth chips and away from the conventional parts that phones need.
ALL, ANET, ROST, IT and MU stand out as cash-rich, high-ROE stocks amid rate-hike fears and market uncertainty.
Micron stock has staged a strong recovery this week, reaching near its highest level since July 2nd this year. MU jumped to $1,016, up by nearly 40% from its lowest level in July, and technical and fundamental factors suggest further upside.
U.S. equities posted double-digit quarterly gains despite volatility stemming from the Iran conflict. Key contributors include Infineon Technologies, Teradyne and Walmart. Key detractors include Micron Technology, Intel and Sandisk.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on MU and any ticker you trade — then tracks every position and per-strategy win rate.
