MU · News · 20260915N
Gross Margin Drivers
MICRON TECHNOLOGY INC · 2026-09-15 · Importance 26 · Surprise 24 · No source text
Micron’s fiscal third-quarter gross margin was reported at 85%. AI-driven memory demand, including demand for high-bandwidth memory, was cited as supporting the company’s improved margin profile. Fiscal fourth-quarter guidance calls for an 86% gross margin, representing a one-percentage-point sequential increase.
Key facts
- Seeking Alpha reported Q4 guidance pointing to $50 billion revenue and 86% gross margins for Micron. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| margin | positive | contingent | +0.1% | Seeking Alpha reported Q4 guidance pointing to $50 billion revenue and 86% gross margins for Micron. |