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.
Descriptive indicators · experimental heuristics, not validated investment signals. Missing inputs remain unscored.
Coiled
3
52-week range position; a volatility proxy
Watched
100
7-day news volume + tape quietness
Sound
100
Margins, growth, FCF composite
Mapped concentration
—
Highest published layer score; may describe a minor business line
Heuristic composite
—
Gross margin
80.7%
Composite requires all four inputs
Numbers on the wire.
Market cap
$992.9B
P/E (TTM)
11.69
P/S (TTM)
7.45
EV / EBITDA
16.28
Gross margin
80.72%
Op margin
74.59%
Net margin
63.80%
FCF margin
—
Rev growth YoY
256.33%
EPS growth YoY
878.77%
ROE
91.77%
ROA
65.68%
Debt / Equity
0.04
Current ratio
3.31
Price / Book
7.82
Beta
2.41
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.
- YahooMicron Just Revealed a New Business Strategy. That Change Makes It a Screaming Buy.
- YahooStock-Split Watch: Is Micron Next?
- SeekingAlphaSK hynix Stock: Micron's AI Boom Sets Up A Cash Flow Test
- YahooNvidia vs. Micron: The AI Revolution Is Big Enough for Both. Here's the Better Buy.
- Yahoo3 High Quality Stocks With ROE Over 30%
- SeekingAlphaSell Micron: Don't Wait For Memory Boom To End
Who MU touches.
Supplies
Depends on