Tessara Predicts Micron Revenue to Smash Street High Estimates
Tessara's public research predicts Micron's fiscal Q4 revenue at $56.2 billion, beating the highest of 22 analyst estimates ($52.08B), while flagging long-term contract constraints and the DRAM pricing disclosure as its falsification test.
2026-09-25 ~ 2026-09-25 · 4 related posts
- Episode 1: Tessara Predicts Micron Revenue to Smash Street High Estimates(2026-09-25, 4 posts)
- Episode 2: Tessara Bets Micron Q4 Revenue Will Top $52 Billion(2026-09-29, 4 posts)
- Episode 3: Micron Smashes Estimates as It Guides to Tighter Memory Supply Ahead(2026-10-01, 14 posts)
- Episode 4: Analysts review Micron forecast: right direction, $1.9B overshoot(2026-10-01, 2 posts)
- Tessara predicts Micron Q3 revenue of $56.2B, beating the highest of 22 analyst estimates — tengyanAI · 2026-09-25
- Micron's long-term contracts cap memory price gains, but Tessara still models $52.1B revenue — tengyanAI · 2026-09-25
- Tessara's falsification test for its Micron call: watch DRAM price change on Sept 30 — tengyanAI · 2026-09-25
- Tessara publicly stakes that Micron's fiscal Q4 revenue will beat the Street's highest $52.08B estimate — tengyanAI · 2026-09-25