Micron Technology Inc (MU) — the earnings record
As of the 2026-09-28 card — updated after each print. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -13.6% to +22.6% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$51.07B into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| Jun 26 | 2026-06-24 | ✓ beat | ✓ beat |
| Mar 26 | 2026-03-18 | ✓ beat | ✓ beat |
| Dec 25 | 2025-12-17 | ✓ beat | ✓ beat |
| Sep 25 | 2025-09-23 | ✓ beat | ✓ beat |
| Jun 25 | 2025-06-25 | ✓ beat | ✓ beat |
| Mar 25 | 2025-03-20 | ✓ beat | ✓ beat |
| Dec 24 | 2024-12-18 | ✓ beat | ✗ miss |
| Sep 24 | 2024-09-25 | ✓ beat | ✓ beat |
| Jun 24 | 2024-06-26 | ✓ beat | ✓ beat |
| Mar 24 | 2024-03-20 | ✓ beat | ✓ beat |
The per-print reaction chart, the load-bearing metric and the behavior read live on the full MU print-record card — free registration.
FAQ · from the current data · as of 2026-09-28
Quick answers
How often does Micron Technology Inc beat earnings estimates?
Across the last 10 covered prints (as of the 2026-09-28 card), Micron Technology Inc beat EPS estimates 10 of 10 times and revenue estimates 9 of 10 times, with 9 double beats.
How does MU stock react to earnings?
Measured close-of-print-day to the close three sessions later: 4 of the last 10 prints resolved up (beyond +3%), 0 flat, 6 down — reactions spanning -13.6% to +22.6%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was MU's biggest earnings reaction?
+22.6% over the three sessions after the Dec 25 print (2025-12-17).
When does Micron Technology Inc report earnings next?
2026-09-30 (est EPS $31.52 · est revenue ~$51.07B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.
Mentioned on Closelooknet
Where MU appears in the diary — 51 pieces, newest first. Every link is our own writing.
Long reads
- Where to Invest in the AI Chip Constraint Chain
28× Trail P/E 24× Fwd P/E 0.59 PEG Micron Technology MU · $417 Watch → Buy Constraint play: HBM market share gainer, 21% → 25%+ Micron is the Western world's only HBM producer.
- AI Economy — Three Futures for 2030, and the One the Model Leaves Out
- Situational Awareness — Crushed While Correct
- Micron Beat — and This Time the Market Didn't Sell the Peak
We have flagged MU's instability for weeks: it catches roughly three times the Nasdaq on up-days, with the same machinery running in reverse on down-days.
- Micron: The Print That Now Prices the AI Trade
MU on the Closelook stock-detail page — a year ago it traded below $100.
- Macro Regime — Money Temperature
- AI Bull Market — The 2026 Verification Phase
March 18 Micron (MU) — Memory (HBM) Guidance on inventory build is the definitive gauge for AI chip volume.
- Market Structure — Structural Awareness in an Asynchronous Market
Pure Price Action Dual-Layer Signals No News / No Sentiment Layer 2 Bespoke Indices Turn Movement into Meaning Functional Regrouping The standard "Semiconductor" bucket (GICS) throws ON, IFX, VRT, AMKR, TER, MU, WDC into one container.
101 and glossary
- AI Infrastructure Outlook 2026: Layers, Risks, and Positioning
Key Companies ASML ★ Sentinel ASML Layer 1 — High-NA ramp MU ★ Sentinel Micron Layer 2 — HBM pricing signal ANET Arista Layer 3 — networking underappreciated NVDA NVIDIA Layer 4 — Blackwell ramp but priced in SNOW Snowflake Layer 5 …
- Memory Wall & HBM Economics: The Next AI Constraint
Key Companies MU ★ Sentinel Micron Sentinel Ticker — HBM pricing as demand signal 000660.KS SK Hynix HBM market leader — NVIDIA preferred supplier 005930.KS Samsung HBM laggard — recovery trajectory is key variable
- Sentinel Tickers: ASML, Advantest, and Micron as Semiconductor Cycle Indicators
Key Companies ASML ★ Sentinel ASML Lithography monopoly — EUV order book as CapEx indicator ADVT ★ Sentinel Advantest ATE leader — testing volume as production ramp signal MU ★ Sentinel Micron Memory cycle — HBM pricing as AI demand…
- Strategic Authority Investment: Reading the Jensen Huang Roadmap
Forward watchlist: LITE, COHR, FN (optical), MU (memory), VRT, GEV (power), PSTG, NTAP, WDC (storage).
- The 6-Layer Model: How Closelooknet Maps the AI Supply Chain
Key Companies ASML ★ Sentinel ASML Layer 1 — Silicon MU ★ Sentinel Micron Layer 2 — Memory ANET Arista Layer 3 — Networking NVDA NVIDIA Layer 4 — Compute SNOW Snowflake Layer 5 — Data Platforms
- Why Functional Indices Beat Cap-Weighted Semiconductor ETFs
Key Companies ASML ★ Sentinel ASML Lithography monopoly — EUV & High-NA ADVT ★ Sentinel Advantest Testing bottleneck — ATE market leader MU ★ Sentinel Micron Memory cycle — HBM & DDR5 BESI BE Semi Hybrid bonding — advanced packaging VRT…
Dailies
- Memory — Samsung and SK Hynix drop 4% as Seoul reopens, storage follows; Nasdaq futures slip
- Megacaps — Microsoft jumps 3.6%, Meta gives back 3.7%; oil sinks 4% on Iran-deal talk, the 30-year at 5.49%
- Rates — the 30-year hits its highest since 2004; Oracle and Arm sold, Meta and Intel bought, Nasdaq ends flat
- AI Credit — Oracle invokes force majeure on a New Mexico data center; the 30-year hits 5.45%
- Rates — the 10-year closes at 5.11% and the 5-year hits 5%; Tokyo reopens higher, chip-equipment makers lead
- AI Pricing — Fable-Level Power at 60% Less, Weeks Before Anthropic's $2 Trillion IPO
Table as text Name Ticker Tuesday Column SanDisk SNDK +6.82% capacity Micron MU +5.00% capacity Memory basket DRAM +3.31% capacity Arm ARM +3.19% capacity Semiconductors SOXX +2.40% capacity Adobe ADBE -4.52% fees Wells Fargo WFC -3.92%…
- Nasdaq - a second record close as memory jumps 5-7% and banks, card networks and software are sold
- Yields — the 10-year is back above 5% on a hot PMI and a hawkish Fed; chips fall, software is bought
Related in the Closelooknet universe
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