Seeking Alpha
01 Oct 2026, 13:45 UTC · 2w ago
Micron Q4: Favorable Outlook As Memory Shortage Persists
Impact · against what's priced in
The article is not a catalyst for MU because the positive earnings beat and the memory shortage through 2027 are already fully baked into the current stock price. The aggressive CAPEX ramp-up is a logical execution of the AI boom the market has already endorsed.
- MU+0.00
Already priced in
- The price assumes
The complete sell-out of HBM3E supply through 2027.
The article's claim that the memory shortage will continue 'well past 2027' and the Q4 beat simply confirm what the price already pays for regarding the AI-driven surge and HBM3E sell-out through 2027.
What MU's price assumes · Sep 9
