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Compute Stack AI Platforms Power Buildout Robotics
MU Compute / Networking

Micron Technology

AI memory / HBM

Detail page

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

Price $735.03
1D change +13.69%
Market cap $828.92B
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 $735.03
1D Change +13.69%
Market Cap $828.92B
Enterprise Value $725.44B
Trailing P/E 34.7
Forward P/E 7.2
Price / Sales 14.3
EV / Revenue 12.5
Revenue Growth 196.3%
Earnings Growth 756.0%
Gross Margin 58.4%
Operating Margin 67.6%
Net Margin 41.5%
ROE 39.8%
Free Cash Flow $2.89B
FCF Margin 5.0%
Debt / Equity 0.15x
Current Ratio 2.90x
Dividend Yield 9.00%
Next Earnings Jun 24, 2026
Quarterly Revenue $23.86B
Revenue QoQ +74.9%
Quarterly Net Income $13.79B
Net Income QoQ +163.1%

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.