Micron Technology (MU)

Outperform Recap: Q4 FY26

Micron FQ4 FY2026: The Contract Book Jumps to $150B, the Guide Beats by 9%, and the Tape Shrugs

Outperform Recap: Q3 FY26

Micron FQ3 FY2026: The Take-or-Pay Floor Changes the Math, and We Upgrade to Outperform

Hold Recap: Q2 FY26

Micron FQ2 FY2026: The Best Quarter in Memory History, and Still a Hold

Hold Recap: Q1 FY26

Micron FQ1 FY2026: A Historic Quarter, and the Right Time to Take the Gain

Outperform Recap: Q4 FY25

Micron FQ4 FY2025: A Record Close, and a Guide That Crosses 50% Gross Margin

Outperform Recap: Q3 FY25

Micron FQ3 FY2025: The Margin Inflection Arrives, and We Upgrade

Hold Recap: Q2 FY25

Micron FQ2 FY2025: Beat the Quarter, Lost the Tape on a Margin Guide-Down