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

• 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