Added to YB: 2026-10-05
Pitch date: 2026-10-01
MU [bullish]
Micron Technology, Inc.
-15.9%
current return
Author Info
No bio for this author
Company Info
Micron Technology, Inc. engages in the provision of semiconductor memory and storage products in the United States, Taiwan, Mainland China, other Asia Pacific countries, Japan, Europe, and internationally.
Market Cap
$1.1T
Pitch Price
$1.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.28
P/E
12.82
EV/Sales
7.58
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Micron 4QFY26: Selling the Cycle Forward
MU: Micron’s Q4 supports a measured position at the $1,065 reference price, with potential additions below $1,000 if operating evidence holds: revenue was $54.23B, adjusted gross margin 87% and adjusted free cash flow $33.2B. Agreements now cover an estimated 35%+ of revenue through 2030 and over 75% of FY27 output is committed, but value creation depends on disciplined capex and management fulfilling its intention to return 100% of excess cash over time.
Read full article (7 min)