Micron guided $50B quarterly revenue; independent model says $56.2B if price hikes pass through
tengyanAI · x · 2026-09-30
tengyanAI built an independent estimate for Micron's (MU) quarterly revenue: the company guided to $50B midpoint, but the model projects $56.2B (+12%) if memory price increases fully pass through, with a central estimate of $54B at even odds. The gap hinges on how much of memory price hikes actually reaches MU's revenue. A post-earnings review is promised.
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