Micron Technology Inkomsten in het verleden
Verleden criteriumcontroles 5/6
Micron Technology heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 13.3%, terwijl de Semiconductor-industrie de winst zag groeien met 3% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 9.8%. Het rendement op eigen vermogen van Micron Technology is 33.3%, en het heeft een nettomarge van 41.5%.
Belangrijke informatie
13.33%
Groei van de winst
13.21%
Groei van de winst per aandeel
| Semiconductor Groei van de industrie | 27.66% |
| Inkomstengroei | 9.84% |
| Rendement op eigen vermogen | 33.28% |
| Nettomarge | 41.49% |
| Laatste winstupdate | 26 Feb 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Seeking Alpha • May 05
Micron's 50% Rally: Just A Prelude To The Structural Deficit
Summary This article will allow for the dispelling of concerns regarding whether Micron shares are overbought. The reporting of major competitors shows that there are no losers here, as everyone has long since been a winner. The cycle in the memory market suggests the preservation of a structural supply deficit until the end of 2027. Perhaps we are still standing on the threshold of the main stage of growth in MU’s market value. If you want to buy them all: take shares of the DRAM ETF, which possesses a number of advantages. Read the full article on Seeking Alpha
Analyse-update • 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.
Analyse-update • 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.
Analyse-update • 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.Analyse-artikel • 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...Analyse-artikel • 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...
Analyse-update • 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.Analyse-update • 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.Nieuwe analyse • 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.Analyse-update • 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.
Analyse-update • 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.
Nieuwe analyse • Feb 20
Micron (MU): The HBM3E Monopoly & The "Golden Era"
The 2026 narrative for Micron has shifted from "cyclical hardware" to a non-substitutable AI bottleneck. As of February 2026, Micron has officially sold out its entire HBM3e and HBM4 inventory for the year, granting the company unprecedented pricing power.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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 AlphaSeeking Alpha • Apr 01
Micron Stock: Buy Before The Supercycle
Summary Micron Technology reported earnings on March 20th. MU stock fell in response to gross margin pressure as NAND pricing faces pressure. DRAM and NAND will likely both see favorable conditions in FY2026, leading to record operating results. Read the full article on Seeking AlphaSeeking Alpha • Mar 24
Micron Technology: HBM Ramp-Up May Pressure Margins, But Stock Remains A Buy
Summary Micron Technology, Inc. reported a 38.3% YoY revenue increase, driven by DRAM and NAND sales growth, despite some pricing pressures and inventory adjustments. The company delivered on its guidance, but the stock price declined due to margin pressures and competitive pricing, particularly from China. Micron's Q3 guidance indicates higher sales but continued margin pressure, necessitating careful management of capacity and investments in HBM chips. Despite current challenges, I maintain a buy rating for MU stock with a price target of $134.91, implying a 42% upside by FY26. Read the full article on Seeking AlphaSeeking Alpha • Mar 18
Micron Stock: Despite The Rating Downgrade, It's Still A Buy
Summary Micron Technology's recent guidance was disappointing, leading me to downgrade my rating from a strong buy to a buy. Despite the guidance miss, Micron's long-term growth prospects remain strong, with potential EPS reaching $11-13 in fiscal 2026. Analysts remain bullish, with price targets suggesting 30-50% upside by year-end 2025, and potential for $300-350 by 2030 in a bullish scenario. Risks include potential AI slowdown, macroeconomic factors, and memory market commoditization, which could impact Micron's pricing power and stock performance. Read the full article on Seeking AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe Micron Technology geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 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 |
Kwaliteitswinsten: MU heeft een hoog niveau van non-cash earnings.
Groeiende winstmarge: De huidige netto winstmarges (41.5%) MU } zijn hoger dan vorig jaar (14.9%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van MU is de afgelopen 5 jaar met 13.3% per jaar gegroeid.
Versnelling van de groei: De winstgroei van MU over het afgelopen jaar ( 417% ) overtreft het 5-jarig gemiddelde ( 13.3% per jaar).
Winst versus industrie: De winstgroei MU over het afgelopen jaar ( 417% ) overtrof de Semiconductor -sector 10.6%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 33.3% ) van MU wordt als hoog beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/07 15:43 |
| Aandelenkoers aan het einde van de dag | 2026/05/07 00:00 |
| Inkomsten | 2026/02/26 |
| Jaarlijkse inkomsten | 2025/08/28 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Micron Technology, Inc. wordt gevolgd door 72 analisten. 39 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |