MU
Micron Technology, Inc. · Technology · Semiconductors
$1,074.89
-2.05% today · -0.68% 1W
Oct 2 close or latest
PreviewWhy it's moving
Underperforming without a clear catalyst yet
- MU −2.05% on the last session vs SPY +0.74%: −2.8 pts of stock-specific move.
- Reported 4Q2026 Sep 30 after the close: EPS $33.42 vs $31.82 expected (beat, +5.0%); revenue $54.2B. The stock moved +3.0% on Thu's session (+2.9 pts vs SPY).
- 254 Reddit mentions in the past 24 hours, 72% positive over the week.
- 13 analyst actions in the past 10 days (5 positive, 1 negative); latest: Rosenblatt maintained Buy, raised target $1,500 → $1,900.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals. The news-reading agent will explain the move with timestamped sources, and say so when there is no clear catalyst.
Next report
Dec 23
In 81 days
estimated date
EPS estimate
$38.23
$35.85 to $40.47 · 29 analysts
Revenue estimate
$61.7B
$58.1B to $65.6B
Track record
8/8 beats
last 8 reports · moved ±7.6% on average
Reports
| Reported | Quarter | EPS est. | EPS | Surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Sep 30, 2026 AMC | 4Q2026 | $31.82 | $33.42 | +5.0% beat | $54.2B | +3.0% +2.9 vs SPY | -1.0% | — |
| Jun 24, 2026 AMC | 3Q2026 | $20.69 | $25.11 | +21.4% beat | $41.5B | +15.7% +15.6 vs SPY | +17.6% | -1.6% |
| Mar 18, 2026 AMC | 2Q2026 | $9.16 | $12.20 | +33.2% beat | $23.9B | -3.8% -3.5 vs SPY | -8.0% | -17.2% |
| Dec 17, 2025 AMC | 1Q2026 | $3.96 | $4.78 | +20.6% beat | $13.6B | +10.2% +9.4 vs SPY | +13.8% | +27.1% |
| Sep 23, 2025 AMC | $2.86 | $3.03 | +5.9% beat | — | -2.8% -2.5 vs SPY | -0.8% | +0.6% | |
| Jun 25, 2025 AMC | $1.59 | $1.91 | +20.1% beat | — | -1.0% -1.8 vs SPY | +1.8% | -4.3% | |
| Mar 20, 2025 AMC | $1.42 | $1.56 | +9.9% beat | — | -8.0% -8.1 vs SPY | -4.7% | -11.5% | |
| Dec 18, 2024 AMC | $1.77 | $1.79 | +1.1% beat | — | -16.2% -16.1 vs SPY | -13.3% | -13.6% | |
| Sep 25, 2024 AMC | $1.11 | $1.18 | +6.3% beat | — | +14.7% +14.3 vs SPY | +18.1% | +4.3% | |
| Jun 26, 2024 AMC | $0.53 | $0.62 | +17.0% beat | — | -7.1% -7.3 vs SPY | -4.6% | -3.9% | |
| Mar 20, 2024 AMC | −$0.24 | $0.42 | +275.0% beat | — | +14.1% +13.8 vs SPY | +17.8% | +23.9% | |
| Dec 20, 2023 AMC | −$1.01 | −$0.95 | +5.9% beat | — | +8.6% +7.7 vs SPY | +8.0% | +9.3% | |
| Sep 27, 2023 AMC | −$1.18 | −$1.07 | +9.3% beat | — | -4.4% -5.0 vs SPY | -3.3% | -0.1% | |
| Jun 28, 2023 AMC | −$1.57 | −$1.43 | +8.9% beat | — | -4.1% -4.5 vs SPY | +1.1% | -8.7% | |
| Mar 28, 2023 AMC | −$0.88 | −$1.91 | -117.0% miss | — | +7.2% +5.7 vs SPY | +2.8% | -3.4% | |
| Dec 21, 2022 AMC | −$0.02 | −$0.04 | -100.0% miss | — | -3.4% -2.0 vs SPY | -3.3% | -1.1% | |
| Sep 29, 2022 AMC | $1.37 | $1.45 | +5.8% beat | — | +0.2% +1.7 vs SPY | +1.1% | +9.2% | |
| Jun 30, 2022 AMC | $2.44 | $2.59 | +6.1% beat | — | -3.0% -4.0 vs SPY | -3.6% | +7.2% | |
| Mar 29, 2022 AMC | $1.98 | $2.14 | +8.1% beat | — | -3.5% -2.9 vs SPY | +2.7% | -9.1% | |
| Dec 20, 2021 AMC | $2.11 | $2.16 | +2.4% beat | — | +10.5% +8.8 vs SPY | +8.5% | +13.3% | |
| Sep 28, 2021 AMC | $2.34 | $2.42 | +3.4% beat | — | — | — | — | |
| Jun 30, 2021 AMC | $1.72 | $1.88 | +9.3% beat | — | — | — | — | |
| Mar 31, 2021 AMC | $0.95 | $0.98 | +3.2% beat | — | — | — | — | |
| Jan 7, 2021 AMC | $0.69 | $0.78 | +13.0% beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Nov 30, 2026 | $38.23 (29) | $35.85 – $40.47 | +700% | +9.8% | ▲1 ▼1 | $61.7B | +352% |
| Next quarter · Feb 28, 2027 | $42.14 (28) | $39.71 – $46.85 | +245% | +12.4% | ▲2 ▼1 | $67.0B | +181% |
| Current year · Aug 31, 2027 | $176.47 (32) | $161.00 – $214.70 | +134% | +17.6% | ▲2 ▼2 | $274.7B | +106% |
| Next year · Aug 31, 2028 | $204.79 (33) | $136.00 – $335.50 | +16% | +25.4% | ▲3 ▼1 | $313.3B | +14% |
Consensus as of Oct 3, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.