MU · News · 20260922N

Gross Margin Drivers

MICRON TECHNOLOGY INC · 2026-09-22 · Importance 26 · Surprise 24

Reported forecasts identify elevated DRAM and NAND pricing as the primary drivers of Micron's expected earnings and margin expansion. Analysts expect sustained pricing power and robust AI demand to support margins into fiscal 2026. Long-term customer contracts are expected to provide margin stability even if memory prices later decline.

Key facts

• An article said near-term memory pricing remains robust, supporting margin expansion into 2026. source