Micron — Company · TLDRocket

Signals

2 stories (+100%)

Media momentum

As of 1 Nov 2026 · Visible stories in the last 30 days, compared with the 30 days before.

6 sources

Source diversity

As of 1 Nov 2026 · Distinct publications behind this entity's visible coverage.

1 event

Release activity

As of 1 Nov 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

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Funding signals

As of 1 Nov 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Aug 2025 → Oct 2026

Coverage span

As of 1 Nov 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

MU · NASDAQ · last close $884.74 (30 Oct 2026)

+0.8% over this window · S&P 500 -2.3% (dashed line)

Price moves around recent events

14 Oct Partnership: Applied Materials & Micron Partnership

+1.9% next day, +1.6% vs S&P 500 · -0.1% over 5 trading days, -0.5% vs S&P 500
12 Oct Policy change: Alphabet & Anthropic Policy change

-3.6% next day, -3.6% vs S&P 500 · -8.5% over 5 trading days, -7.0% vs S&P 500
8 Aug Partnership: OpenAI & Micron Partnership

-1.9% next day, -1.9% vs S&P 500 · +10.7% over 5 trading days, +10.3% vs S&P 500
5 Aug Product launch: CXMT & ChangXin Memory Technologies Product launch

-1.3% next day, -1.2% vs S&P 500 · +2.0% over 5 trading days, +1.7% vs S&P 500
21 Jul Other: Anthropic & Claude Sonnet 5 Other

— insufficient price data

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

MU · daily closes

$884.74 +295.0% · 12 months 52-week high $1,255.00 · low $192.59

12-month span · monthly close · 30 Oct 2025–30 Oct 2026

Oct ’25

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Oct ’26

Daily · last 90 trading days

Candlestick · last 30 trading days

Read MU is up 295.0% over twelve months, trading -29.5% from its 52-week high ($1,255.00, 25 Jun) — the strongest month was May at +87.8%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

MU · quarterly EPS

Next report Tue 15 Dec · after market close Q1 FY2027 est EPS 39.37 est revenue $63.8B 1 month from now

Q4 2026 latest

33.42 EPS

est 32.56 +2.6%

Q4 2026

33.42 EPS

est 32.56 +2.6%

Q3 2026

25.11 EPS

est 21.40 +17.3%

Q2 2026

12.20 EPS

est 9.58 +27.3%

The TLDRocket take Q4 2026 · written 30 Sep 2026

Micron is still on a clean beat streak: four straight quarterly EPS beats in fiscal 2026, with actual EPS climbing from 4.78 in Q1 to 12.20 in Q2, 25.11 in Q3, and 33.42 in Q4. The latest quarter beat by 2.6%, which is smaller than the prior three surprises, but the bigger fact is the earnings level itself kept rising hard quarter after quarter. That fits the basic story in memory right now: AI demand is pulling more high bandwidth memory, or HBM, into the stack around AI accelerators.

That also puts Micron squarely in the same bottleneck-heavy part of the market as Samsung and SK Hynix, and in the same geopolitical conversation as China’s CXMT. Our coverage has noted both the rise of HBM in AI infrastructure and the enthusiasm around Chinese memory names, which matters because memory is not just a chip category here; it is a supply-chain choke point for GPU infrastructure. What we do not have in the data here is revenue, pricing, bit shipment, or guidance, so it is hard to say how much of this run is mix, how much is tight supply, and how durable the pace is once the memory cycle stops behaving like it has had three espressos.

Read alongside: CXMT Sanjay Mehrotra RAM Applied Materials

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.