MU Q4 FY26 earnings (est.)
Estimated — verify before trading
Yahoo · 2h ago
Yahoo · 2h 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
Insider trades (Form 4)
Buys
0 sh
—
Sells
8,715 sh
$8.4M
Net (12 filings)
-8,715 sh
$8.4M net
- sell2026-07-24
MEHROTRA SANJAY (Sale) — 1,002 sh · $1.0M
- sell2026-07-24
MEHROTRA SANJAY (Sale) — 316 sh · $0.3M
- sell2026-07-24
MEHROTRA SANJAY (Sale) — 405 sh · $0.4M
- sell2026-07-24
MEHROTRA SANJAY (Sale) — 1,523 sh · $1.5M
- sell2026-07-24
MEHROTRA SANJAY (Sale) — 725 sh · $0.7M
- sell2026-07-24
MEHROTRA SANJAY (Sale) — 1 sh · $0.0M
- sell2026-07-24
MEHROTRA SANJAY (Sale) — 108 sh · $0.1M
- sell2026-07-24
MEHROTRA SANJAY (Sale) — 1,207 sh · $1.1M
- sell2026-07-24
MEHROTRA SANJAY (Sale) — 797 sh · $0.8M
- sell2026-07-24
MEHROTRA SANJAY (Sale) — 955 sh · $0.9M
- sell2026-07-24
MEHROTRA SANJAY (Sale) — 626 sh · $0.6M
- sell2026-07-24
MEHROTRA SANJAY (Sale) — 1,050 sh · $1.0M
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
Above 20-day MA
Price $915.93 vs 20 SMA $900.00
Below 50-day MA
Price $915.93 vs 50 SMA $972.71
Above 200-day MA
Price $915.93 vs 200 SMA $528.39
Below 52-week high
-24.5% from 52-week high ($1213.56)
Above 52-week low
742.0% above 52-week low ($108.78)
3-day uptrend
Three consecutive higher daily closes
Three white soldiers
Three consecutive higher green closes ending 2026-08-05