Micron Technology Resultados de beneficios anteriores
Pasado controles de criterios 5/6
Micron Technology ha aumentado sus beneficios a una tasa media anual de 13.3%, mientras que los beneficios de la industria de Semiconductor han experimentado un crecimiento de 1.8% anual. Los ingresos han ido creciendo a una tasa media de 9.8% al año. La rentabilidad financiera de Micron Technology es de 33.3%, y sus márgenes netos son de 41.5%.
Información clave
13.33%
Tasa de crecimiento de los beneficios
13.21%
Tasa de crecimiento del BPA
| Crecimiento de la industria Semiconductor | 27.66% |
| Tasa de crecimiento de los ingresos | 9.84% |
| Rentabilidad financiera | 33.28% |
| Margen neto | 41.49% |
| Próxima actualización de resultados | 24 Jun 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Seeking Alpha • Jun 01
Micron: SCA Show The AI Memory Story Has Moved Beyond TurboQuant
Summary Micron reports record DRAM, NAND, and HBM revenue, driven by robust AI server demand and tight supply. The new five-year SCA agreement is has signed is an indicator of demand scarcity, not memory abundance. MU's Q2 saw revenue up 196% YoY, record free cash flow, indicating continued demand strength. Despite strong fundamentals, I maintain a Hold rating for MU as the market has priced in an AI supercycle and further earnings are needed to confirm demand durability. Read the full article on Seeking Alpha
Actualización de narrativa • May 15
MU: AI Cycle Hype Will Eventually Collide With Memory Supply Expansion
Micron Technology's analyst fair value estimate has shifted higher to $584.62 from $526.48, as analysts factor in a larger AI data center memory opportunity and stronger assumptions around margins and future P/E multiples. Analyst Commentary Street research on Micron has turned increasingly active, with a cluster of higher price targets as analysts adjust models for AI driven memory demand, tighter supply conditions, and potential for higher margins and P/E multiples.
Actualización de narrativa • Apr 27
MU: AI Memory Tightness For Data Centers Will Define Next Supercycle
Analysts have lifted their implied fair value estimate for Micron Technology from about $523 to roughly $780, citing higher projected revenue growth, stronger profit margins and a lower assumed future P/E multiple, supported by a wave of recent price target increases and generally constructive research on AI driven memory demand. Analyst Commentary Recent research on Micron points to a generally constructive tone around AI driven memory demand, even as a few firms have turned more cautious or shifted their top picks elsewhere in semiconductors.Actualización de narrativa • Apr 13
MU: AI Memory Tightness Will Support Higher Margins Before New Capacity Arrives
Analysts have lifted the fair value estimate for Micron Technology to about $526 from roughly $425, citing expectations of slightly lower revenue growth alongside higher profit margins and a modestly lower future P/E. The revision is supported by a broad wave of research that raises price targets on tighter memory supply and stronger pricing for HBM and data center memory.
Actualización de narrativa • Mar 30
MU: AI Memory Boom Will Eventually Confront Expanding DRAM Supply Plans
Micron Technology's updated analyst price target has moved from $214.08 to $305.91 as analysts factor in higher projected profit margins, supportive commentary around tight DRAM and NAND supply, robust AI driven memory demand, and the potential for higher long term earnings power reflected in recent Street research. Analyst Commentary Recent research coverage around Micron shows a wide range of views, even as many firms update their models for tighter DRAM and NAND markets, AI driven demand, and higher assumed earnings power.Artículo de análisis • Mar 26
We Think That There Are Issues Underlying Micron Technology's (NASDAQ:MU) Earnings
Despite announcing strong earnings, Micron Technology, Inc.'s ( NASDAQ:MU ) stock was sluggish. We did some digging and...Artículo de análisis • Mar 24
Analysts Just Made A Massive Upgrade To Their Micron Technology, Inc. (NASDAQ:MU) Forecasts
Micron Technology, Inc. ( NASDAQ:MU ) shareholders will have a reason to smile today, with the analysts making...
Actualización de narrativa • Mar 18
Micron Technology will experience a robust 16.5% revenue growth
I am not in the field, just a random office worker. Earnings will beat tomorrow.Actualización de narrativa • Mar 16
MU: AI Memory Tightness Will Eventually Meet New Capacity And Cooler Returns
Micron Technology's analyst-derived fair value estimate has shifted from $365.22 to $425.13, reflecting higher Street price targets that are being tied to stronger memory pricing, tighter DRAM and NAND supply, and confidence in high bandwidth and server memory demand over the next few years. Analyst Commentary Bullish and cautious views on Micron are both visible in recent research, giving you a mix of enthusiasm about earnings power and some reminders to watch positioning and expectations.Nueva narrativa • Mar 10
Position to be managed in the supercycle of memory but too expensive for long-term hold
Target Entry Point: Under $350 - ride 12 month supercycle (if you have appetite) Micron represents a cycle-aware position in the $200B+ global memory semiconductor market, entering the most profitable period in its 47-year history driven by AI-fueled demand for High Bandwidth Memory (HBM), data center DRAM, and enterprise SSDs. FY2026 is a confirmed supercycle: Q1 delivered $13.64B in record revenue (+57% YoY), Q2 is guided at $18.7B with 68% gross margins, and full-year consensus is ~$76B in revenue with ~$34 EPS. The core thesis — that AI structurally elevates memory from commodity component to strategic infrastructure — is validated by Micron's entire 2026 HBM supply being sold out under finalized contracts.Actualización de narrativa • Mar 02
MU: AI Memory Demand And Tight Supply Will Reshape Future Cycle
Micron Technology's analyst price target has been lifted sharply to $523. Analysts point to tightening memory markets, higher memory pricing, and strong AI driven demand for high performance DRAM and HBM products as key reasons for the recalibration.
Actualización de narrativa • Feb 20
Micron in Supercycle Mode… With One Big Risk: is Cyclicality Dead?
When I wrote the original narrative, the thesis was straightforward: Micron was riding a powerful AI driven memory supercycle, and HBM was the ticket. That thesis hasn’t changed.Actualización de narrativa • Feb 16
MU: AI Memory Hype Will Eventually Collide With Rising DRAM Capacity
Micron Technology's fair value estimate has been revised higher from $176.14 to $214.08 as analysts factor in stronger assumptions for revenue growth, profit margins and future P/E. This revision is supported by a broad wave of higher Street price targets tied to tight memory supply and rising AI driven demand.Actualización de narrativa • Feb 02
MU: AI Memory Shortages Will Eventually Draw New Capacity And Pressure Returns
Analysts have lifted their fair value estimate for Micron from US$249.31 to US$365.22. They point to higher assumed revenue growth, wider profit margins and a lower future P/E multiple, supported by recent price target increases and generally positive commentary around tight memory supply and AI driven demand.Actualización de narrativa • Jan 19
MU: AI Memory Supercycle Hype Will Eventually Meet New DRAM Capacity
Our fair value estimate for Micron Technology has been adjusted higher to US$176.14 from US$171.83, reflecting analysts' higher price targets and rationale around tight DRAM supply, strong AI driven memory demand, and expectations for improved margins and earnings power. Analyst Commentary Recent research has generally pointed to tight DRAM conditions, AI related memory demand, and constrained high bandwidth memory supply as key themes for Micron.Actualización de narrativa • Jan 05
MU: AI Memory Supercycle Hype Will Likely Drive Future Multiple Compression
Micron Technology's fair value estimate has been raised from approximately $105.48 to $171.83. Analysts attribute this change to tightening DRAM supply, accelerating high bandwidth memory ramps for AI workloads, and improving margin and earnings visibility despite recent sector volatility.Actualización de narrativa • Dec 14
MU: AI Memory Supercycle Will Support Earnings While Cycle Risks Limit Upside
Analysts have raised their fair value estimate for Micron Technology to approximately $249 per share from about $221, citing stronger high bandwidth memory driven revenue growth, improving margins supported by tight DRAM and NAND supply, and a more durable AI focused upcycle, partly offset by expectations for some valuation multiple compression. Analyst Commentary Bullish analysts largely frame Micron as a key beneficiary of an emerging memory supercycle, underpinned by structural demand for high bandwidth memory and DRAM tied to artificial intelligence workloads and data center builds.Actualización de narrativa • Nov 30
MU: Earnings Momentum Will Be Sustained As Demand Stays Robust Despite Cycle Risks
Micron Technology’s analyst fair value estimate has been raised from $212.92 to $220.50. Analysts point to continued tight memory supply, resilient DRAM and high-bandwidth memory pricing, and strong earnings prospects amid robust demand for AI and data center applications.Actualización de narrativa • Nov 15
MU: Peak Multiples And Supply Risks Will Limit Gains Amid Industry Shifts
Micron Technology’s average analyst price target has risen from $206.39 to $212.92. Analysts point to sustained momentum in DRAM pricing, margin improvement, and new growth drivers in AI-related memory demand.Artículo de análisis • Nov 07
Micron Technology, Inc.'s (NASDAQ:MU) 28% Price Boost Is Out Of Tune With Revenues
Despite an already strong run, Micron Technology, Inc. ( NASDAQ:MU ) shares have been powering on, with a gain of 28...Actualización de narrativa • Nov 01
MU: Future U.S. Production And AI Infrastructure Will Shape Memory Cycle Dynamics
Micron Technology's analyst price target has increased from $202.22 to $206.39. Analysts cite stronger DRAM pricing, long-term contract momentum, and the accelerating role of memory products in AI infrastructure as key drivers for the upward revision.Actualización de narrativa • Oct 18
AI And Data Center Demand Will Drive Advanced Memory Expansion
Micron Technology's analyst price target has increased from $187 to $202, as analysts cite stronger revenue growth expectations and higher sustainable DRAM pricing. These factors are driving forecasts above prior consensus levels.Actualización de narrativa • Oct 04
AI And Data Center Demand Will Drive Advanced Memory Expansion
Micron Technology's analyst price target has climbed significantly from approximately $160 to $187 per share. Analysts cite strong quarterly results, higher profit margins, and optimism around sustained pricing power in the memory market as drivers of the increase.Actualización de narrativa • Sep 29
Micron's New Supercycle: Riding the High-Bandwidth Memory Wave
Revised the narrative to include updated data on market share, catalysts, and risks. No changes were made to my valuation.Actualización de narrativa • Sep 19
AI And Data Center Demand Will Drive Advanced Memory Expansion
Analysts have raised Micron Technology’s price target to $159.91, reflecting stronger-than-expected Q3 results, continued AI-driven demand in DRAM and HBM, and improved earnings visibility, outweighing lingering NAND pricing concerns. Analyst Commentary Bullish analysts cite strong ongoing demand and tailwinds from artificial intelligence, data center growth, and hyperscaler adoption, particularly driving up DRAM and High Bandwidth Memory (HBM) sales.Artículo de análisis • Sep 13
Optimistic Investors Push Micron Technology, Inc. (NASDAQ:MU) Shares Up 25% But Growth Is Lacking
Despite an already strong run, Micron Technology, Inc. ( NASDAQ:MU ) shares have been powering on, with a gain of 25...Actualización de narrativa • Sep 04
AI And Data Center Demand Will Drive Advanced Memory Expansion
Analysts remain bullish on Micron due to strong DRAM pricing, a shift toward higher-value HBM products, robust AI-driven demand, and improved guidance, but some caution persists regarding NAND and costs; the consensus analyst price target is unchanged at $150.57. Analyst Commentary Bullish analysts highlight Micron’s significantly better-than-expected Q4 guidance, citing strong DRAM pricing, favorable valuation, and robust long-term growth prospects due to secular AI and data center demand.Seeking Alpha • Apr 28
Micron: I'm Finally Bullish (Rating Upgrade)
Summary Micron Technology is in a favorable price action position, bouncing on a decade-long trend line. Shares are still holding up since the April 7 lows. My bull case is driven by limited tariff exposure, strong pricing power, and promising HBM sales after earnings data came in from SK hynix. That said, I remain concerned about recent insider selling and gross margin pressure from NAND oversupply. Overall, I favor Micron’s current technical setup. The AI narrative is still strong, and I expect the stock to hold the decade-long trendline. Read the full article on Seeking AlphaSeeking Alpha • Apr 21
Micron: A Buy Recommendation Despite Current Market Woes
Summary A trade war threatens Micron Technology, Inc.'s revenue growth as 80% of its sales are international. Management's Q3 FY 2025 gross margin guidance was weaker than analysts' forecasts, dampening investor sentiment. Micron has a significant potential upside opportunity in high bandwidth memory, which is necessary for training sophisticated AI algorithms. Its one-year forward PEG ratio implies a high potential upside if the memory chip manufacturing industry's upcycle continues. MU stock remains a buy for risk-tolerant investors. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Micron Technology. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 26 Feb 26 | 58,119 | 24,111 | 1,313 | 4,433 |
| 27 Nov 25 | 42,312 | 11,909 | 1,254 | 4,081 |
| 28 Aug 25 | 37,378 | 8,539 | 1,205 | 3,798 |
| 29 May 25 | 33,813 | 6,225 | 1,186 | 3,654 |
| 27 Feb 25 | 31,323 | 4,672 | 1,159 | 3,539 |
| 28 Nov 24 | 29,094 | 3,882 | 1,154 | 3,473 |
| 29 Aug 24 | 25,111 | 778 | 1,129 | 3,430 |
| 30 May 24 | 21,371 | -1,539 | 1,053 | 3,246 |
| 29 Feb 24 | 18,312 | -3,767 | 981 | 3,154 |
| 30 Nov 23 | 16,181 | -6,872 | 932 | 3,110 |
| 31 Aug 23 | 15,540 | -5,833 | 920 | 3,114 |
| 01 Jun 23 | 18,173 | -2,911 | 981 | 3,234 |
| 02 Mar 23 | 23,063 | 1,611 | 1,026 | 3,249 |
| 01 Dec 22 | 27,156 | 6,186 | 1,063 | 3,253 |
| 01 Sep 22 | 30,758 | 8,687 | 1,066 | 3,116 |
| 02 Jun 22 | 32,389 | 9,915 | 1,022 | 2,982 |
| 03 Mar 22 | 31,169 | 9,024 | 988 | 2,879 |
| 02 Dec 21 | 29,619 | 7,364 | 934 | 2,728 |
| 02 Sep 21 | 27,705 | 5,861 | 894 | 2,663 |
| 03 Jun 21 | 25,487 | 4,129 | 889 | 2,588 |
| 04 Mar 21 | 23,503 | 3,197 | 875 | 2,567 |
| 03 Dec 20 | 22,064 | 2,999 | 884 | 2,607 |
| 03 Sep 20 | 21,435 | 2,687 | 881 | 2,600 |
| 28 May 20 | 20,249 | 2,260 | 862 | 2,593 |
| 27 Feb 20 | 19,599 | 2,297 | 852 | 2,550 |
| 28 Nov 19 | 20,637 | 3,511 | 838 | 2,470 |
| 29 Aug 19 | 23,406 | 6,313 | 836 | 2,441 |
| 30 May 19 | 26,976 | 10,077 | 839 | 2,385 |
| 28 Feb 19 | 29,985 | 13,060 | 844 | 2,382 |
| 29 Nov 18 | 31,501 | 14,750 | 831 | 2,304 |
| 30 Aug 18 | 30,391 | 14,135 | 813 | 2,141 |
| 31 May 18 | 28,089 | 12,178 | 778 | 2,021 |
| 01 Mar 18 | 25,858 | 10,002 | 771 | 1,852 |
| 30 Nov 17 | 23,155 | 7,587 | 762 | 1,802 |
| 31 Aug 17 | 20,322 | 5,089 | 730 | 1,824 |
| 01 Jun 17 | 17,401 | 2,551 | 704 | 1,788 |
| 02 Mar 17 | 14,733 | 689 | 648 | 1,736 |
| 01 Dec 16 | 13,019 | -302 | 636 | 1,666 |
| 01 Sep 16 | 12,399 | -276 | 656 | 1,617 |
| 02 Jun 16 | 12,782 | 365 | 673 | 1,585 |
| 03 Mar 16 | 13,737 | 1,071 | 694 | 1,609 |
| 03 Dec 15 | 14,969 | 2,102 | 706 | 1,585 |
| 03 Sep 15 | 16,192 | 2,899 | 720 | 1,540 |
| 04 Jun 15 | 16,819 | 3,578 | 729 | 1,519 |
Ingresos de calidad: MU tiene un alto nivel de ganancias no monetarias.
Margen de beneficios creciente: Los actuales márgenes de beneficio (41.5%) de MU son superiores a los del año pasado (14.9%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de MU han crecido un 13.3% al año en los últimos 5 años.
Acelerando crecimiento: El crecimiento de los beneficios de MU en el último año (417%) supera su media de 5 años (13.3% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de MU en el último año (417%) superó al de la industria Semiconductor 22.6%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera (33.3%) de MU se considera alta.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/02 23:43 |
| Precio de las acciones al final del día | 2026/06/02 00:00 |
| Beneficios | 2026/02/26 |
| Ingresos anuales | 2025/08/28 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Micron Technology, Inc. está cubierta por 72 analistas. 39 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |