MU — Micron Technology
DRAM and NAND memory. The HBM3e / HBM4 ramp for AI accelerators is the defining cycle — HBM pricing and allocation is now the bottleneck, not wafer supply.
Coiled
6
52w range compression, breakout-adjusted
Watched
70
7-day news volume + tape quietness
Sound
100
Margins, growth, FCF composite
Critical
99
Supply-chain concentration × demand
Pressure
66
Pricing Power
72.6%
Filling fast
Numbers on the wire.
Market cap
$977.4B
P/E (TTM)
19.76
P/S (TTM)
11.05
EV / EBITDA
37.37
Gross margin
72.57%
Op margin
65.63%
Net margin
55.91%
FCF margin
—
Rev growth YoY
166.98%
EPS growth YoY
700.71%
ROE
70.55%
ROA
49.92%
Debt / Equity
0.06
Current ratio
3.42
Price / Book
10.34
Beta
2.24
Layer Presence.
Memory was a cyclical; HBM made a segment of it structural. MU is one of three HBM suppliers (with SK Hynix and Samsung). Allocation, not pricing, is the constraint through 2026.
From the EDGAR wire.
From the tape.
- YahooStock Market Today: Dow Jones Index Rises As Memory Stocks Marvell, Micron, Sandisk Rally (Live Coverage)
- YahooMicron Technology, Sandisk, and Western Digital Are Down Big in the Past Month. Is Now the Time to Buy?
- YahooUpdate: Potential Middle East Ceasefire Lifts US Equity Futures Pre-Bell
- ChartMillGet insights into the top movers in the S&P500 index of Tuesday's pre-market session.
- YahooWall Street Keeps Warming to Rambus Stock. Here’s Our Price Target
- YahooWhy GM's memory chip guidance could help stabilize stocks like Micron and Sandisk
Who MU touches.
Supplies
Depends on