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
$1.10T
P/E (TTM)
21.28
P/S (TTM)
11.90
EV / EBITDA
40.31
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
2.21
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.
- YahooTrade Options When Others Are Fearful
- SeekingAlphaAt AI's Edge: Precision Hardware Is Moving From Data Centers To Devices
- YahooMU, SNDK, WDC Socks Rise Sharply For Second Day: Retail Feels Memory Pullback Is Over
- YahooThe Real Signal In SanDisk Stock Was How Bad It Looked
- YahooDow Jones Futures: S&P 500 Regains 50-Day As Sandisk, Micron Soar; Google, Tesla Earnings Due
- YahooNvidia, Micron just got hit by an AI model from Beijing
Who MU touches.
Supplies
Depends on