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
30
52w range compression, breakout-adjusted
Watched
100
7-day news volume + tape quietness
Sound
100
Margins, growth, FCF composite
Critical
99
Supply-chain concentration × demand
Pressure
79
Pricing Power
72.6%
Filling fast
Numbers on the wire.
Market cap
$1.16T
P/E (TTM)
22.89
P/S (TTM)
12.80
EV / EBITDA
43.40
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
2.37
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.
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Who MU touches.
Supplies
Depends on