Analysts review Micron forecast: right direction, $1.9B overshoot
After Micron reported $54.2B revenue, analysts reviewed their forecasts: direction was right (80% probability of beating $52.08B), but the top model overshot by about $1.9B, prompting a post-mortem on what went wrong.
2026-10-01 ~ 2026-10-01 · 2 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's FY26 Q4 Revenue Soars 379% to $54.2B, Beats on All Metrics; Record Guidance Met with Muted Stock Reaction(2026-10-01, 11 posts)
- Episode 4: Analysts review Micron forecast: right direction, $1.9B overshoot(2026-10-01, 2 posts)
- Micron beat the call but the model was $1.9B off: an analyst's post-earnings postmortem — tengyanAI · 2026-10-01
- Tessara postmortem: Micron beat our threshold but our model overshot by $1.9B — tengyanAI · 2026-10-01