$MU: Explosive Revenue & EPS Revisions Fuel AI Memory Bull Case, Can It Challenge $NVDA?-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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$MU: Explosive Revenue & EPS Revisions Fuel AI Memory Bull Case, Can It Challenge $NVDA?

AfraSimon
12:33

$Micron Technology(MU)$ 's AI-driven growth story continues to accelerate as analysts dramatically raise long-term revenue and earnings forecasts.

Backed by 13 consecutive quarterly beats and surging HBM memory demand, Wall Street is becoming increasingly bullish on the company's outlook.

1.$MU Growth of Revenue Estimates

2025: $28.6B ➡️ $37.2B
2026: $44.8B ➡️ $114.2B
2027: $52.9B ➡️ $196.6B

2027 revenue expectations have grown by 272% in 12 months.

Insane.

2.$MU Growth of EPS Estimates

2025: $5.47 ➡️ $8.09
2026: $12.53 ➡️ $61.73
2027: $14.81 ➡️ $121.77

2027 EPS expectations have grown by 722% in 12 months.

Insane.

3.$MU has beaten revenue and EPS estimates for 13 consecutive quarters!

Q3 2025 Beat: 1.4% and 5.9%
Q4 2025 Beat: 5.9% and 20.6%
Q1 2026 Beat: 20.8% and 33.2%
Q2 2026 Beat: 17.6% and 23.8%

4.Will $MU pass $NVIDIA(NVDA)$ in market cap?

- $1.2T vs $4.85T

- Exploding AI Memory Demand

- 66% 2028 Revenue CAGR

- 104% 2028 EPS CAGR

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Explosive Revenue & EPS Revisions Fuel AI Memory Bull Case, Can It Challenge $NVDA?","html":"<html><head></head><body><p><a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> 's AI-driven growth story continues to accelerate as analysts dramatically raise long-term revenue and earnings forecasts.</p>\n<p>Backed by 13 consecutive quarterly beats and surging HBM memory demand, Wall Street is becoming increasingly bullish on the company's outlook.</p>\n<p>1.$MU Growth of Revenue Estimates</p>\n<ul style=\"\">\n <li>\n  <p><strong>2025: $28.6B ➡️ $37.2B</strong></p></li>\n <li>\n  <p><strong>2026: $44.8B ➡️ $114.2B</strong></p></li>\n <li>\n  <p><strong>2027: $52.9B ➡️ $196.6B</strong></p></li>\n</ul>\n<p>2027 revenue expectations have grown by 272% in 12 months.</p>\n<p>Insane.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/6e7666d72f2d298224ff29eec4429fe2\" tg-width=\"1600\" tg-height=\"1133\"><span> </span></p>\n<p>2.$MU Growth of EPS Estimates</p>\n<ul style=\"\">\n <li>\n  <p><strong>2025: $5.47 ➡️ $8.09</strong></p></li>\n <li>\n  <p><strong>2026: $12.53 ➡️ $61.73</strong></p></li>\n <li>\n  <p><strong>2027: $14.81 ➡️ $121.77</strong></p></li>\n</ul>\n<p>2027 EPS expectations have grown by 722% in 12 months.</p>\n<p>Insane.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/432a5f1a65e2e5fe0850e8ab863f371f\" tg-width=\"1600\" tg-height=\"1133\"><span> </span></p>\n<p>3.$MU has beaten revenue and EPS estimates for 13 consecutive quarters!</p>\n<ul style=\"\">\n <li>\n  <p><strong>Q3 2025 Beat: 1.4% and 5.9%</strong></p></li>\n <li>\n  <p><strong>Q4 2025 Beat: 5.9% and 20.6%</strong></p></li>\n <li>\n  <p><strong>Q1 2026 Beat: 20.8% and 33.2%</strong></p></li>\n <li>\n  <p><strong>Q2 2026 Beat: 17.6% and 23.8%</strong></p></li>\n</ul>\n<p>4.Will $MU pass <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> in market cap?</p>\n<p><strong>- $1.2T vs $4.85T</strong></p>\n<p><strong>- Exploding AI Memory Demand</strong></p>\n<p><strong>- 66% 2028 Revenue CAGR</strong></p>\n<p><strong>- 104% 2028 EPS CAGR</strong></p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/4fdc2d53d71ba1bb9bcd45bfcf9e4be1\" tg-width=\"3276\" tg-height=\"4096\"><span> </span></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p></body></html>","htmlText":"<html><head></head><body><p><a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> 's AI-driven growth story continues to accelerate as analysts dramatically raise long-term revenue and earnings forecasts.</p>\n<p>Backed by 13 consecutive quarterly beats and surging HBM memory demand, Wall Street is becoming increasingly bullish on the company's outlook.</p>\n<p>1.$MU Growth of Revenue Estimates</p>\n<ul style=\"\">\n <li>\n  <p><strong>2025: $28.6B ➡️ $37.2B</strong></p></li>\n <li>\n  <p><strong>2026: $44.8B ➡️ $114.2B</strong></p></li>\n <li>\n  <p><strong>2027: $52.9B ➡️ $196.6B</strong></p></li>\n</ul>\n<p>2027 revenue expectations have grown by 272% in 12 months.</p>\n<p>Insane.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/6e7666d72f2d298224ff29eec4429fe2\" tg-width=\"1600\" tg-height=\"1133\"><span> </span></p>\n<p>2.$MU Growth of EPS Estimates</p>\n<ul style=\"\">\n <li>\n  <p><strong>2025: $5.47 ➡️ $8.09</strong></p></li>\n <li>\n  <p><strong>2026: $12.53 ➡️ $61.73</strong></p></li>\n <li>\n  <p><strong>2027: $14.81 ➡️ $121.77</strong></p></li>\n</ul>\n<p>2027 EPS expectations have grown by 722% in 12 months.</p>\n<p>Insane.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/432a5f1a65e2e5fe0850e8ab863f371f\" tg-width=\"1600\" tg-height=\"1133\"><span> </span></p>\n<p>3.$MU has beaten revenue and EPS estimates for 13 consecutive quarters!</p>\n<ul style=\"\">\n <li>\n  <p><strong>Q3 2025 Beat: 1.4% and 5.9%</strong></p></li>\n <li>\n  <p><strong>Q4 2025 Beat: 5.9% and 20.6%</strong></p></li>\n <li>\n  <p><strong>Q1 2026 Beat: 20.8% and 33.2%</strong></p></li>\n <li>\n  <p><strong>Q2 2026 Beat: 17.6% and 23.8%</strong></p></li>\n</ul>\n<p>4.Will $MU pass <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> in market cap?</p>\n<p><strong>- $1.2T vs $4.85T</strong></p>\n<p><strong>- Exploding AI Memory Demand</strong></p>\n<p><strong>- 66% 2028 Revenue CAGR</strong></p>\n<p><strong>- 104% 2028 EPS CAGR</strong></p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/4fdc2d53d71ba1bb9bcd45bfcf9e4be1\" tg-width=\"3276\" tg-height=\"4096\"><span> </span></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p></body></html>","text":"$Micron Technology(MU)$ 's AI-driven growth story continues to accelerate as analysts dramatically raise long-term revenue and earnings forecasts. Backed by 13 consecutive quarterly beats and surging HBM memory demand, Wall Street is becoming increasingly bullish on the company's outlook. 1.$MU Growth of Revenue Estimates 2025: $28.6B ➡️ $37.2B 2026: $44.8B ➡️ $114.2B 2027: $52.9B ➡️ $196.6B 2027 revenue expectations have grown by 272% in 12 months. Insane. 2.$MU Growth of EPS Estimates 2025: $5.47 ➡️ $8.09 2026: $12.53 ➡️ $61.73 2027: $14.81 ➡️ $121.77 2027 EPS expectations have grown by 722% in 12 months. Insane. 3.$MU has beaten revenue and EPS estimates for 13 consecutive quarters! Q3 2025 Beat: 1.4% and 5.9% Q4 2025 Beat: 5.9% and 20.6% Q1 2026 Beat: 20.8% and 33.2% Q2 2026 Beat: 17.6% and 23.8% 4.Will $MU pass $NVIDIA(NVDA)$ in market cap? - $1.2T vs $4.85T - Exploding AI Memory Demand - 66% 2028 Revenue CAGR - 104% 2028 EPS CAGR","highlighted":1,"essential":1,"paper":2,"likeSize":55,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/579231206785312","repostId":0,"isVote":1,"tweetType":1,"viewCount":283,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":794,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}