$Micron Technology (MU)$ capped off fiscal year 2025 with a comprehensive beat of expectations in its quarterly results. Not only did revenue, EPS, but also delivered record-breaking guidance for the next quarter, underscoring its dominant position and exceptional execution in the AI memory sector.The explosive growth in this quarter's performance was primarily driven by surging demand for high-bandwidth memory (HBM) in AI servers, a broad-based rebound in memory chip prices, and optimized product mix. Notably, HBM business revenue approached $2 billion in a single quarter, emerging as the standout highlight. However, underlying concerns persist regarding potential cash flow pressures stemming from the company's significantly increased capital expendit
Micron Doubled YTD! Earnings Beat Already Priced in?
Micron (MU) reported better-than-expected Q2 earnings and revenue on Tuesday, along with a strong outlook for the current quarter. EPS: $3.03 adjusted vs. $2.86 expected Revenue: $11.32B vs. $11.22B expected Despite the beat, shares traded flat, suggesting the results may have been priced in after a sharp rally. Micron shares have nearly doubled in 2025, emerging as one of the biggest AI boom beneficiaries. ----------- 1. Is the beat already priced in? 2. Given 100% gains YTD, can Micron go up higher? Or bull market stalled? 3. What's your PT for Micron this year?
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