MU · News · 20260911N
Guidance / Outlook
MICRON TECHNOLOGY INC · 2026-09-11 · Importance 63 · Surprise 60 · In source text
Third-party reporting said Micron issued the highest revenue guidance in its history. The reports attributed the outlook to worsening memory shortages and continued AI-related demand. Separate coverage expected strong DRAM and NAND pricing, HBM4 revenue scaling, and favorable revenue and gross-margin guidance ahead of fourth-quarter earnings.
Key facts
- Micron posted the highest revenue guidance in its history. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | Micron posted the highest revenue guidance in its history. |