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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Micron Technology, Inc. (MU) is 9/10.
Micron reported fiscal Q2 revenue of $23.9 billion, nearly tripling year-over-year, with record gross margin of 75% doubling year-over-year as the first multiyear SCA was signed and HBM4 volume shipments commenced for Vera Rubin platforms. The company provides only next-quarter guidance; management guided fiscal Q3 revenue of $33.5 billion and raised fiscal 2026 CapEx above $25 billion while increasing the dividend 30% as the Tongluo acquisition closed ahead of schedule.
Scored from Micron Technology, Inc.’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $7.75B | +93.3% | $0.79 | +160.3% | 35.3% | 19.6% | 11.4% | $285M |
| FY2025 Q1 | $8.71B | +84.3% | $1.67 | +249.1% | 38.4% | 25.0% | 21.5% | $38M |
| FY2025 Q2 | $8.05B | +38.3% | $1.41 |
| +98.6% |
| 36.8% |
| 22.0% |
| 19.7% |
| $7.15B |
| FY2025 Q3 | $9.30B | +36.6% | $1.68 | +460.0% | 37.7% | 23.3% | 20.3% | $1.67B |
| FY2025 Q4 | $11.31B | +46.0% | $2.83 | +258.2% | 44.7% | 33.2% | 28.3% | $72M |
| FY2026 Q1 | $13.64B | +56.7% | $4.60 | +175.4% | 56.1% | 45.0% | 38.4% | $3.02B |
| FY2026 Q2 | $23.86B | +196.3% | $12.08 | +756.7% | 74.4% | 67.6% | 57.8% | $5.52B |
| FY2026 Q3 | $41.46B | +345.7% | $24.72 | +1371.4% | 84.6% | 80.4% | 68.1% | $17.56B |
On August 26, 2026, Micron appointed Manish Bhatia, 54, previously EVP, Global Operations, as President and Chief Operating Officer, and Scott DeBoer, 60, previously EVP, Chief Technology and Products Officer, as President and Chief Technology and Products Officer, both effective immediately. There are no family relationships or related-party transactions to disclose for either appointee.