Micron Technology, Inc. (MU)

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Micron Technology, Inc. (MU) — Tellvest

Latest Quarter Insights

2026 Q2

Sentiment

9/10

How this score was built

Base8Transcript0EPS+1Guidance0Final9

How this score was built

Base8Transcript0

Macro Signals

↑AI & Tech↑Enterprise Spending→Consumer Spending

Key Themes7

positive📊 company

Quarterly Revenue Nearly Triples Year Over Year

Total fiscal Q2 revenue was $23,900,000,000, up 75% sequentially and up 196% year over year, representing the fourth consecutive quarterly revenue record, with DRAM, NAND, HBM, and each business unit reaching new highs.

Revenue GrowthMargin

positive📊 company

Record 75% Gross Margin, Doubled YOY

The consolidated gross margin for fiscal Q2 was 75%, up 18 percentage points sequentially and nearly doubled from a year ago, driven primarily by higher pricing along with favorable mix and cost performance.

MarginPricing

positive📊 company

Q&A Topicsfrequency by quarter

	Cloud & AI	Demand	Pricing	Margin	Revenue Growth	Competitive Dynamics	Capex Investment	Guidance Reliability
2025Q2		1	2	3	1	2	1	2
2025Q3	5	3	2	3	1	2	2	1
2025Q4	4	4	2	3	2	2	1	2
2026Q1	6	7	3	2	5	3	3	3
2026Q2	6	5	6	3	3	3	4	1

	'25Q2	'25Q3	'25Q4	'26Q1	'26Q2
Cloud & AI		5	4	6	6
Demand	1	3	4	7	5
Pricing	2	2	2	3	6
Margin	3	3	3	2	3
Revenue Growth	1	1	2	5	3
Competitive Dynamics	2	2	2	3	3
Capex Investment	1	2	1	3	4
Guidance Reliability	2	1	2	3	1

Analyst Q&A7 analysts · 13 questions

CJ MuseCantor Fitzgerald

I am curious if you could discuss the breadth of the different customers that you are speaking with

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Has that number changed

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Harlan SurJPMorgan

how much of these multiyear SCA agreements is due to the inherent requirements for earlier and longer-term engagement

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