To The Moon

$Micron Technology(MU)$   When Micron reports earnings next week, a Rosenblatt analyst expects to hear about additional customer agreements, rising prices and stock buybacks Micron is expected to report quarterly earnings on Sept. 30. Ahead of Micron Technology's highly anticipated earnings report, one analyst is focused on three areas that could give investors more confidence in the company's path forward. Even after rising by 269% this year, Micron's stock (MU) remains cheap, and Rosenblatt analyst Kevin Cassidy thinks that "reflects investors' concern that earnings will fall as new wafer capacity comes online." The memory-chip maker and its peers have all announced plans to add capacity as artificial-intellige

$Micron Technology(MU)$   Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will

$Micron Technology(MU)$   Major Stock News & Market Catalysts Upcoming Q4 Earnings (Sept 30):  The primary focus for the market is Micron’s fiscal fourth-quarter 2026 earnings release scheduled for September 30, 2026. Wall Street analysts are expecting massive numbers, with forecasted consensus figures tracking around $31.30 to $35+ EPS on quarterly revenues targeting close to $50 billion. Sources : [1] (https://in.investing.com/news/stock-market-news/td-cowen-reiterates-micron-stock-buy-rating-on-demand-outlook-93CH-5595350), [2] (https://www.fool.com/investing/2026/09/16/what-nvidia-and-sk-hynix-are-signaling-about-micro/), [3] (https://blockonomi.com/micron-mu-stock-can-it-hold-its-ground-against-inte

$Micron Technology(MU)$   When Micron reports earnings next week, a Rosenblatt analyst expects to hear about additional customer agreements, rising prices and stock buybacks Micron is expected to report quarterly earnings on Sept. 30. Ahead of Micron Technology's highly anticipated earnings report, one analyst is focused on three areas that could give investors more confidence in the company's path forward. Even after rising by 269% this year, Micron's stock (MU) remains cheap, and Rosenblatt analyst Kevin Cassidy thinks that "reflects investors' concern that earnings will fall as new wafer capacity comes online." The memory-chip maker and its peers have all announced plans to add capacity as artificial-intellige

$Micron Technology(MU)$   Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will

$Micron Technology(MU)$   Major Stock News & Market Catalysts Upcoming Q4 Earnings (Sept 30):  The primary focus for the market is Micron’s fiscal fourth-quarter 2026 earnings release scheduled for September 30, 2026. Wall Street analysts are expecting massive numbers, with forecasted consensus figures tracking around $31.30 to $35+ EPS on quarterly revenues targeting close to $50 billion. Sources : [1] (https://in.investing.com/news/stock-market-news/td-cowen-reiterates-micron-stock-buy-rating-on-demand-outlook-93CH-5595350), [2] (https://www.fool.com/investing/2026/09/16/what-nvidia-and-sk-hynix-are-signaling-about-micro/), [3] (https://blockonomi.com/micron-mu-stock-can-it-hold-its-ground-against-inte