MICRON TECHNOLOGY INC — Form 8-K
Filed September 30, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 78/100
What the filing says
Micron reported fiscal 2026 revenue of $133.19B (vs. $37.38B prior year) and net income of $84.97B ($74.33 EPS), with Q4-26 revenue $54.23B and net income $37.70B. The company guided FQ1-27 revenue at $61.5B ± $1.5B with diluted EPS of $37.84 ± $1.00 GAAP ($38.15 ± $1.00 non-GAAP). Cash position strengthened to $73.48B; operating cash flow reached $89.68B for the year. All business units showed strong margins (83–90% gross margin) driven by AI-driven demand.
Why this rating
3.6x revenue and 10x net income growth YoY represents transformational scale-up in an $85.7B company. Forward guidance at $61.5B quarterly revenue (annualized $246B, 85% above FY26) signals durability; strategic customer agreements reduce risk. However, valuation already reflected AI boom; stock price likely priced in much of the upside.
Price action (we called it positive)
before filing · preread $1055.00 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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