Micron

Signals

0 stories (-100%)

Media momentum

As of 17 Sep 2026 · Visible stories in the last 30 days, compared with the 30 days before.

4 sources

Source diversity

As of 17 Sep 2026 · Distinct publications behind this entity's visible coverage.

1 event

Release activity

As of 17 Sep 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

—

Funding signals

As of 17 Sep 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Aug 2025 → Aug 2026

Coverage span

As of 17 Sep 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

MU · NASDAQ · last close $926.55 (16 Sep 2026)

+11.7% over this window · S&P 500 -0.5% (dashed line)

Price moves around recent events

8 Aug Reports describe OpenAI’s planned multi-year compute capacity commitment tied to Oracle’s Stargate data center buildout starting in 2027 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 ChangXin Memory Technologies conducts Shanghai IPO with massive first-day surge amid AI-driven demand 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 Multiple AI model releases and regulatory developments across OpenAI, Anthropic, and competitors 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

$926.55 +483.4% · 12 months 52-week high $1,255.00 · low $154.65

12-month span · monthly close · 16 Sep 2025–16 Sep 2026

Sep ’25

Oct

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep ’26

Daily · last 90 trading days

Previous 24 hours · 5-minute close +3.67%

Candlestick · last 30 trading days

Read MU is up 483.4% over twelve months, trading -26.2% 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 It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.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 Wed 30 Sep · after market close Q4 FY2026 est EPS 32.22 est revenue $52.1B 1 week from now

Q3 2026 latest

25.11 EPS

est 21.40 +17.3%

Q2 2026

12.20 EPS

est 9.58 +27.3%

Q1 2026

4.78 EPS

est 4.07 +17.4%

Q4 2025

3.03 EPS

est 2.95 +2.9%

The TLDRocket take Q3 2026 · written 5 Aug 2026

Micron just posted its fourth straight beat, and the trend line is not subtle: EPS has gone 3.03, 4.78, 12.20, 25.11 over the last four quarters, with surprises widening from 2.9% to 17.4% to 27.3% and now 17.3%. That is not a company grinding out modest upside — it's a memory maker riding a pricing cycle that keeps outrunning Wall Street's models, quarter after quarter, by a wide and growing margin.

The context helps explain why. Our HBM coverage has flagged high-bandwidth memory as the bottleneck ingredient for AI accelerators from Nvidia and others, and Micron is one of the handful of suppliers positioned to sell into that demand at premium prices — DRAM and HBM shortages tend to show up first as margin expansion, and margin expansion shows up as EPS surprises like these. At the same time, CXMT's blockbuster Shanghai debut is a reminder that Micron's pricing power isn't unchallenged forever: a $484 billion market cap for a Chinese memory rival, even if analysts caution it doesn't mean China has caught up yet, signals real capital and intent aimed at the same market Micron is currently cashing in on.

What's missing from the data here is any forward guidance or unit-volume detail — we only have trailing EPS and estimates, not a breakdown of how much of this is HBM mix-shift versus plain DRAM/NAND pricing, nor how durable analysts think the current cycle is. Four beats in a row is a strong signal, but memory is a notoriously cyclical business, and the same forces lifting Micron now — AI-driven scarcity — are exactly what's drawing competitors like CXMT into the ring.

Read alongside: CXMT

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.