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Micron Technology

AI memory / HBM

Detail page

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

Price $690.00
1D change +5.12%
Market cap $780.68B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

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 $690.00
1D Change +5.12%
Market Cap $780.68B
Enterprise Value $742.43B
Trailing P/E 9.3
Forward P/E 3.3
PEG Ratio 0.16x
Price / Sales 5.9
EV / Revenue 5.6
Revenue Growth 379.3%
Earnings Growth 1059.5%
Gross Margin 80.7%
Operating Margin 80.7%
Net Margin 63.8%
ROE 88.3%
Free Cash Flow $29.14B
FCF Margin 21.9%
Debt / Equity 3.74x
Current Ratio 3.31x
Dividend Yield 0.09%
Next Earnings Dec 23, 2026
Quarterly Revenue $54.23B
Revenue QoQ +30.8%
Quarterly Net Income $37.70B
Net Income QoQ +33.5%

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.