Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general, and administrative

Research and development

Restructure and asset impairments

Other operating expense

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Micron Technology

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute & Networking Business Unit (CNBU), Mobile Business Unit (MBU), Storage Business Unit (SBU), and Embedded Business Unit (EBU). The CNBU segment includes memory products sold into cloud server, enterprise, client, graphics, and networking markets. The MBU segment offers memory products sold into smartphone and other mobile-device markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets, and other discrete storage products sold in component and wafer forms. The EBU segment consists of memory and storage products sold into automotive, industrial, and consumer markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978, and is headquartered in Boise, ID.

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Micron exceeds Q3 expectations amidst China uncertainty and inventory challenges

Micron's fiscal Q3 performance was strong, with revenue, gross margin, and EPS exceeding expectations. The company faces challenges due to the uncertain impact of the CAC decision in China and inventory write-downs. However, Micron's focus on technology leadership, investments in high-bandwidth memory products, and strategies to mitigate share loss present opportunities for future growth.

Micron tackles pricing challenges, eyes growth in data center

Micron navigated Q2 challenges with supply reduction measures and cost controls, aiming for normalized growth and profitability.
Despite facing pricing pressures, the company remains a leader in DRAM and NAND technology, with strong customer relationships and growth opportunities.
Anticipating recovery in industry profitability and free cash flow in fiscal 2024, bolstered liquidity and confident in supply actions for NAND business.
Transition to DDR5 technology and market opportunities in data center present growth potential, with a focus on improving margins through FY '24.

Micron Technology manages challenges, leverages innovation for growth

Micron Technology navigates challenges from the CAC ruling and cash flow dynamics while focusing on innovation, partnerships, and operational efficiencies.
The company faces inventory and margin challenges in the short term but aims to capitalize on growth opportunities in low-power memory products and high-capacity modules.
Despite industry TAM reductions, Micron's strategic positioning and supply management efforts position it well to address market demands and drive revenue growth.
Overall, Micron's performance reflects a balance of challenges, strengths, and opportunities in the evolving semiconductor market landscape.

Micron Technology navigates underutilization challenges, eyes positive gross margin

Micron Technology faces challenges with underutilization charges impacting earnings but is strategically investing in high-value segments and newer technologies to drive growth. The company expects positive gross margin in the second half of fiscal '24 and anticipates demand to return as customer inventories normalize.

Micron Technology anticipates pricing improvements for 2024 amidst challenges

Micron Technology's Q1 2024 earnings call showcased a focus on cost efficiencies, pricing improvements, and gross margin expansion, despite industry-wide challenges and inventory normalization delays.

Micron Technology reports solid Q2 performance amidst market challenges

Micron Technology's Q2 2024 performance reflects a focus on maintaining market share, disciplined investments, and meeting customer demands amidst challenges and opportunities.
The company's strengths in strong HBM demand, customer engagements, and strategic CapEx decisions position it for growth and margin profile improvements.
While facing challenges such as capacity constraints and cost structure improvements, Micron is leveraging opportunities in HBM demand, investments in NAND, and margin expansion strategies.

Micron Q3 2024: Strong HBM Focus, CapEx Expansion

Micron Technology's Q3 2024 earnings call highlighted a strategic focus on HBM market share growth and a significant CapEx ramp-up for technology transitions. The company is managing its inventory levels to match market demand, particularly in high-value sectors, and is seeing improvements in NAND profitability. Challenges remain with new U.S. projects and rising operating expenses, but opportunities in AI-driven demand and customer engagements present avenues for growth.

Micron Technology forecasts growth in AI servers and improved inventory management for fiscal '25

Micron Technology projects growth in AI servers and improved inventory management in fiscal '25. The company is strategically focusing on high-profit segments and technological advancements in DRAM bit shipments. Challenges include managing risks during margin expansion and transitioning DDR4 shipments to DDR5 and LP5.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Biogen

Regeneron Pharmaceuticals

The stock market's impressive and resilient performance in 2024, with the SPDR S&P 500 ETF up over 21% YTD and trading at all-time highs, has led many investors to chase high-flying stocks at all-time highs. However, this approach can be risky as stocks stretched to the upside might face corrections.

These 3 Stocks Are Screaming Oversold: Seize the Opportunity

Lam Research

Lam Research reported $3.87 billion in revenue last quarter, surpassing analyst expectations. Its strong operating margin of 29% and a return on equity of 45% indicate solid financial health. It will benefit from increasing demand for DRAM and NAND memory, driven by AI, Data Center and industries like automotive. Despite semiconductor industry cyclicality and geopolitical risks, Lam's leadership in AI-related semiconductor technology and solid financials make it a compelling long-term investment.

Lam Research Following Micron's Footsteps In High Bandwidth Memory And Semiconductor Equipments Demand

Taiwan Semiconductor Manufacturing

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Is Micron Technology a pricey tech stock or a hidden gem in plain sight? This eye-opening chart might help you decide.

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Oracle

Both these AI-powered businesses are positioned for long-term success.

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Analog Devices

Advanced Micro Devices

Broadcom

Microchip Technology

Texas Instruments

Citi has expressed increased optimism towards the semiconductor industry following stronger-than-expected sales data for August. Analog Devices (ADI, Financial) remains Citi's top pick in the sector.

Citi Increases Optimism on Semiconductor Sector After Strong August Sales

ARM Holdings PLC

Marvell Technology

The artificial intelligence (AI) revolution is charging ahead, and stocks like NVIDIA Co. NASDAQ: NVDA are leading the charge with triple-digit revenue and stock performance gains. The impact of the AI boom has been evident in their top and bottom lines as NVIDIA maintains over a 90% market share of AI chips.

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Best Buy

As 2024 comes to a close, seasonality is a theme that occurs every year entering the holiday season. A look back at some of the familiar headline trends for 2024 includes the AI data center boom, shortage of GLP-1 drugs, fresh demand for nuclear power, restarting the interest rate cut cycle, off-price shopping frenzy, retailer inventory normalization, and the ad market, and cloud computing recovery.

Top 3 Growth Stocks Poised for a Strong Q4 2024 Rally

AI-driven demand and recovery in traditional segments position Micron for strong growth into 2025. Inventory normalization from traditional markets boosts Micron's revenue after a challenging 2023. HBM chips are sold out, with orders already booked into 2026-2027, supporting future growth.

Micron's Rebound: Riding AI Tailwinds Amid Memory Market Headwinds

Goldman expects corporate profit margins to increase through 2026. These companies' gross margins have already improved for four straight quarters.

These 12 stocks are behind Goldman's S&P 500 optimism — and Micron stands out

MicroStrategy Incorporated

MicroStrategy, Micron, and HP are all undervalued relative to their growth potential.

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Micron provides essential memory and storage solutions, which are crucial for AI and cloud computing. Micron's new 12-Hi HBM3E memory stacks offer 36GB capacity, 50% more than previous versions, enabling larger AI models and faster data processing. Micron benefits from strategic partnerships with NVIDIA and TSM, ensuring compatibility and enhancing its role in the AI-driven hardware space.

Micron Technology: One Of The Top Picks In The AI Hardware Landscape

On October 4, 2024, Micron Technology Inc (MU, Financial) filed its 10-K report, offering a comprehensive view of its financial health and strategic positioning. As one of the world's leading semiconductor companies, Micron specializes in memory and storage solutions, with a strong presence in dynamic random access memory (DRAM) and NAND flash chips.

Decoding Micron Technology Inc (MU): A Strategic SWOT Insight

Micron Technology remains a buy despite recent underperformance, driven by strong AI-driven demand and expected recovery in PC, smartphone, and consumer electronics markets. Short-term concerns in the chip sector and inventory buildup by manufacturers have impacted Micron's ability to raise prices immediately. Micron's FY 2025 outlook is robust, with record revenue and profitability expected, supported by increased CapEx for advanced technology and new fabs.

Investing In Micron: Riding The Upturn In The Memory Chip Market

I believe Micron is now undervalued after its 33.6% year-to-date dip off its highs, trading below its 10-year median EV/EBITDA on a forwarding basis. Strong Q4 performance driven by record revenues in NAND and Storage segments, with significant advancements in memory technologies like 1-beta DRAM and G8/G9 NAND. AI-driven demand and strategic investments in cutting-edge technologies are expected to sustain growth, despite industry cyclicality concerns.

Micron Technology: The Market May Be Wrong

Axcelis Technologies

NVIDIA

Hundreds of billions of dollars in artificial intelligence-related spending could flow to chip companies next year.

5 Super Semiconductor Stocks to Buy Hand Over Fist Heading Into 2025

Micron Technology is thriving in the high bandwidth memory market, leading to a profit beat and strong forecast for the next quarter. The company's HBM3e shipments are scaling up, with expectations of significant revenue contributions by 2025 and a market share increase to 25%. Micron's 4Q24 earnings showcased a 93% YoY sales increase and a 23% operating income margin, driven by soaring HBM demand.

Micron Technology: An Outrageous AI Growth Bargain

SANTA CLARA, Calif.--(BUSINESS WIRE)-- #InfiniteIngenuity--OMNIVISION, a leading global developer of semiconductor solutions, including advanced digital imaging, analog, and touch & display technology, today announced three new back-side illuminated (BSI) global shutter (GS) image sensors for machine vision applications including industrial automation, robotics, logistics barcode scanners and intelligent transportation systems (ITS). The new GS image sensors feature a 3.45-micron (µm) BSI pixel for high sensiti.

OMNIVISION Expands Machine Vision BSI Global Shutter Sensor Portfolio with Three New 3.45-Micron Pixel Products

Amazon

Applied Blockchain Inc

Celestica

Core Scientific Inc

Credo Technology Group Holding Ltd

Dell Technologies

Hive Blockchain Technologies Ltd

Super Micro Computer

Amazon recently announced that it will invest several billions more in UK-based data centers. In the AI server space, Dell Technologies and Super Micro have also benefited from the data center boom, up 71% and 82%, respectively, in the past 12 months. Bitcoin miners are increasingly pivoting to artificial intelligence data center operations, leveraging their existing infrastructure and expertise to capitalize on the growing demand for AI computing.

12 Stocks To Profit From The Boom In Data Centers And Artificial Intelligence

Micron benefits from tailwinds, but volatility could undermine its potential gains.

Where Will Micron Stock Be in 1 Year?

Micron's stock is a buy due to attractive valuation and strong long-term revenue prospects, driven by AI, 5G, and other technological advancements. Recent Q4 results show strong performance with revenue growth, margin expansion, and high demand for high-value solutions like HBM and SSDs. Improved pricing outlook and industry supply constraints are expected to drive higher ASPs, benefiting Micron's profitability and capital returns.

Micron: Strong Q4 Results Set To Continue Long Term

This chip stock is not only cheaper than Nvidia, but it is set to grow at a faster pace than the AI pioneer as well.

The Ultimate Artificial Intelligence (AI) Stock to Buy Hand Over Fist Right Now (Hint: It's Not Nvidia)

Micron's beat-and-raise quarter is eye-popping.

Is Micron a Buy After Massive Earnings Topper?

The semiconductor industry has been on an epic run since early last year. The risk of a short-term disruption just increased exponentially.

Why Nvidia, Micron, Broadcom, and Other Artificial Intelligence (AI) and Semiconductor Stocks Slumped on Tuesday

Micron Technology, Inc. proved the doubters and analysts wrong with a Babe Ruth-style homerun earnings report that saw revenues nearly double YoY driven by the artificial intelligence (AI) boom. The irony is that at least three analysts downgraded, trimmed estimates or lowered price targets for Micron ahead of its fiscal fourth-quarter earnings report, sending shares as low as $84.12 on Sept.

News for Micron Technology Stock (MU)