MU Q4 FY26 earnings (est.)
Estimated — verify before trading
MU Q1 earnings
Check guidance — raised = hold; lowered = review thesis
Yahoo · 5h ago
Next report
2026-09-25 · Q4 FY26 (est.)
EPS est. 21.40 · actual 25.11 (+17.3%)
Last reported · 2026-06-24
Q3 beat; Q4 guidance $49-51B vs $41.6B consensus; ~86% gross margins; $100B contracts through 2030
Calendar earnings dates
MU Q4 FY26 earnings (est.)
Estimated — verify before trading
MU Q1 earnings
Check guidance — raised = hold; lowered = review thesis
Insider trades (Form 4)
Buys
0 sh
—
Sells
7,944 sh
$7.6M
Net (12 filings)
-7,944 sh
$7.6M net
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MEHROTRA SANJAY (Sale) — 863 sh · $0.8M
AI Capacity Bottleneck
When AI labs hit compute ceilings, they must buy more hardware. Bottleneck ripples: GPUs → HBM memory → power delivery → liquid cooling → optical networking.
VIX Fear Spike Deploy
Elevated VIX = market pricing fear. Quality names with locked-in demand (HBM contracts) often recover faster than broad market in AI infra cycles.
Earnings + Guidance (Infra Names)
For infra suppliers, guidance matters more than EPS beat. Raised guidance = demand visibility. Lowered = thesis review, not automatic exit.
RSI, moving averages, MACD, Bollinger bands & candlestick patterns from Yahoo daily data — verify on chart