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Micron Technology

AI memory / HBM

Detail page

AI accelerators need far more high-bandwidth memory than legacy systems.

Price $865.46
1D change +1.94%
Market cap $977.44B
Sector Technology

Shared metric table

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Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric MU
Price $865.46
1D Change +1.94%
Market Cap $977.44B
Enterprise Value $939.15B
Trailing P/E 19.2
Forward P/E 5.7
PEG Ratio 0.12x
Price / Sales 10.8
EV / Revenue 10.4
Revenue Growth 345.7%
Earnings Growth 1368.5%
Gross Margin 72.6%
Operating Margin 80.4%
Net Margin 55.9%
ROE 66.6%
Free Cash Flow $7.64B
FCF Margin 8.5%
Debt / Equity 6.33x
Current Ratio 3.42x
Dividend Yield 0.07%
Next Earnings Sep 23, 2026
Quarterly Revenue $41.46B
Revenue QoQ +73.7%
Quarterly Net Income $28.24B
Net Income QoQ +104.9%

MU thesis lens

AI memory / HBM

Why it could benefit

  • AI accelerators need far more high-bandwidth memory than legacy systems.
  • Tighter HBM supply can improve Micron's pricing power and mix.
  • Memory is cyclical, but AI demand can make the upcycle sharper and longer.

Moat / edge

  • Complex manufacturing know-how in memory.
  • Scale economies and technology roadmaps matter enormously.
  • HBM positions it closer to the highest-value part of AI memory demand.

What to watch

  • HBM market share, margins, and capacity ramps.
  • Inventory discipline across DRAM and NAND.
  • Gross-margin trajectory through the cycle.

Key risks

  • Memory remains cyclical and can overshoot in both directions.
  • Execution issues on next-gen nodes or HBM qualification would matter a lot.