Micron (MU) Stock Soars After Crushing Earnings Estimates—Memory Giant Defies Skeptics
Micron just flipped the script. Again.
The memory chip powerhouse reported earnings that didn't just beat expectations—they obliterated them. Wall Street analysts are scrambling to update their models while shorts get squeezed into oblivion.
Why this matters:
When Micron sneezes, the entire semiconductor sector catches a cold. This blowout quarter signals demand for memory chips isn't just recovering—it's accelerating faster than a crypto bull trap.
The cynical take:
Funny how these 'surprise beats' keep happening right after executives finish loading up on stock options. But hey—when the numbers work, they work.
One thing's clear: in the memory game, Micron remains the house. And right now, the house always wins.
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In addition, the firm reported an adjusted operating income margin of 26.8%, while operating cash FLOW came in at $4.61 billion versus the $3.94 billion in the prior quarter and the $2.48 billion for the same period last year.
Q4 2025 Outlook
Looking ahead to the fourth quarter of 2025, revenue is expected to be between $10.4 billion and $11 billion, with the midpoint significantly above the estimated $9.88 billion. Moreover, Micron projects adjusted earnings in the range of $2.35 to $2.65 per share, which is a big beat compared to the $2.03 per share consensus estimate.
Is MU a Good Stock to Buy?
Turning to Wall Street, analysts have a Strong Buy consensus rating on MU stock based on 13 Buys, three Hold, and zero Sells assigned in the past three months, as indicated by the graphic below. Furthermore, the average MU price target of $127 per share implies that shares are fairly valued. However, it’s worth noting that estimates will likely change following today’s earnings report.
