$Micron Technology(MU)$ Report

$Micron Technology(MU)$ Reporting after the close Wednesday with the highest bar in its history.

Consensus is $50.75B revenue and $31.45 EPS, versus $11.31B and $3.03 a year ago. Gross margin guide is near 86%. The stock closed at $1,070.31, up 239% YTD. Options imply a 7.7% swing.

Last record print peaked the same day, then fell about 40% over the next month. The fresh risk is legal.

Netlist filed a new ITC complaint seeking exclusion orders on HBM3E, HBM4, and HBM4E, naming $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , and GOOGL.

Micron has shipped over $1B of HBM4 and is still fighting. Watch the 2027 outlook.

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