The Motley Fool
14 Jul 2026, 07:02 UTC · 2h ago
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Micron is guiding for fiscal 2026 fourth-quarter revenue of $50 billion, representing a 342% increase. — Massive forward guidance for revenue growth in a key AI-linked chipmaker is a primary driver for stock price appreciation.
+0.80Micron forecasts fourth-quarter adjusted EPS of $31.00, a 10-fold increase, with gross margins climbing to approximately 86%. — Significant margin expansion and earnings growth indicate strong pricing power and operational efficiency.
+0.75Micron has secured three- and five-year noncancelable Strategic Customer Agreements (SCAs) with 16 major customers, covering 20% of its business. — Long-term contracts provide revenue visibility and reduce the volatility typically associated with the semiconductor cycle.
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The company reported fiscal 2026 third-quarter revenue of $41.5 billion, a 346% year-over-year increase. — Confirmed hyper-growth in the most recent quarter validates the current AI-driven demand trend.
+0.50Which stocks this story touches
The company reported explosive revenue and EPS growth, significant share price gains, and provided very bullish forward guidance.
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