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Micron posted $54.2B in revenue and an 87% gross margin, yet MU barely moved. Past memory cycles, new fab timing, contracts and what the price implies.
Micron Q4 FY2026 earnings call: revenue reached $54.2 billion, while management guided fiscal Q1 2027 revenue to $61.5 billion amid tight DRAM and NAND supply.
Micron sees memory supply constraints lasting through 2028 as stronger customer commitments and higher investment support capacity expansion.