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Investing

MU logo Micron Technology : MU

Price Target $930 ↑1.5%
›
Earnings Beat +23.8%
›

MU

Stock Data

$916.59

Change up

$48.07 (5.53%)

Asset Type

Common Stock

Exchange

NASDAQ

Currency

USD

Country

USA

Sector

TECHNOLOGY

Industry

SEMICONDUCTORS

Micron Technology Inc is a global leader in memory and storage solutions, offering a wide range of products under the Micron and Crucial brands. Founded in 1978 and based in Boise, Idaho, the company specializes in dynamic random access memory, non-volatile storage devices, and other semiconductor technologies. Micron caters to various markets, including cloud servers, enterprise systems, graphics, networking, automotive, and mobile devices. It sells its products through direct sales, distributors, and online channels, serving both consumer and industrial needs with its innovative technologies.

Latest Activity

Portfolio concentrationLeopold AschenbrennerSituational Awareness
77.3%in the top 5 names · 23 long positions disclosed
  • SNDKSANDISK CORP
    28%
  • MUMICRON TECHNOLOGY INC
    27.5%
  • BEBLOOM ENERGY CORP
    9.4%
  • TSMTAIWAN SEMICONDUCTOR MANUFAC
    6.2%
  • NBISNEBIUS GROUP N.V.
    6.1%

As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.

Leopold Aschenbrenner's Situational Awareness had 77.3% of its long book in five names as of June 30, with memory alone accounting for more than half. That is the portfolio behind the roughly $15 billion hit Jane Street took in July, disclosed only now and before the forced sale to Citadel.

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Portfolio concentrationGavin BakerAtreides Management
49.6%in the top 5 names · 46 long positions disclosed
  • SPACE EXPLORATION TECHN CORP
    32.6%
  • MUMICRON TECHNOLOGY INC
    5.7%
  • CEREBRAS SYSTEMS INC
    4.8%
  • ALABASTERA LABS INC
    4.1%
  • CIENCIENA CORP
    2.4%

As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.

Gavin Baker's Atreides Management had nearly half its disclosed long book in five names as of June 30, with a third of it in one private company, SpaceX. The rest is a straight AI infrastructure bet: Micron memory, Cerebras chips, Astera Labs connectivity and Ciena optics.

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Jim Cramer@jimcramer

Cramer ranks semiconductor plays as the bigger wealth creator but maintains conviction that Meta still delivers meaningful returns.

Meta isn't as rewarding as a Micron but it is still real money nonetheless
  • Replies36
  • Reposts8
  • Likes84
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Sanjay Mehrotra
Earnings · 2026 Q3Sanjay MehrotraCEO
Micron's record fiscal Q3 financial results and even stronger outlook for Q4 reflect the strategic value of memory in the AI era.

Micron's record Q3 results and stronger Q4 outlook show memory chips are the beating heart of AI infrastructure, signaling the boom is far from finished as data center demand stays relentless.

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Sanjay Mehrotra
Earnings · 2026 Q3Sanjay MehrotraCEO
Micron is investing at record levels in technology, products and supply to address our customers' rapidly growing demand. We believe our multi-year Strategic Customer Agreements will significantly enhance the durability and predictability of Micron's strong financial performance.

Micron's CEO signals record-level investment and multi-year customer contracts to lock in predictable revenue growth as demand for its chips surges.

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MUMicron Technology
Q3 2026
EPS
$25.11
est $20.28+23.8%
Revenue
$41.46B
est $35.25B+17.6%

Micron crushed expectations with $41.46 billion in revenue, up 346% year-over-year, as AI-driven demand for memory and storage transformed the company's financial profile. The $25.11 EPS beat consensus by 24% while gross margins exploded to 84.6% from 37.7%, and forward guidance of $50 billion in Q4 revenue signals the memory boom is just getting started.

Quarterly revenue
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THE WIRE

Micron reports earnings today after market close as the memory chip supplier faces make-or-break questions on whether AI demand will sustain a projected 2026 market boom amid persistent supply concerns.

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All Micron Technology Articles

1645 Articles

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