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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tim Arcuri | UBS | 10 | 0% |
| Harlan Sur | JPMorgan | 10 | 0% |
| Krish Sankar | TD Cowen | 8 | 13% |
| CJ Muse | Cantor Fitzgerald | 8 | 13% |
| Vivek Arya | Bank of America | 6 | 17% |
| Chris Caso | Wolfe Research | 4 | 0% |
| Tom O'Malley | Barclays | 4 | 0% |
| Joe Moore | Morgan Stanley | 4 | 0% |
| Vijay Rakesh | Mizuho Securities | 3 | 0% |
| Chris Danely | Citigroup | 3 | 33% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| UBS | 1 | 10 | 0% |
| JPMorgan | 1 | 10 | 0% |
| TD Cowen | 2 | 9 | 11% |
| Cantor Fitzgerald | 1 |
| 8 |
| 13% |
| Bank of America | 1 | 6 | 17% |
| Wolfe Research | 1 | 4 | 0% |
| Barclays | 1 | 4 | 0% |
| Morgan Stanley | 1 | 4 | 0% |
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.
Demand | Cloud & AI | Pricing | Competitive Dynamics | Revenue Growth | Margin | Supply Chain | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 9 | 5 | 2 | 3 | 3 | 1 | 6 | 2 |
| 2025Q2 | 1 | 2 | 2 | 1 | 3 | 1 | 1 | |
| 2025Q3 | 3 | 5 | 2 | 2 | 1 | 3 | 1 | 2 |
| 2025Q4 | 4 | 4 | 2 | 2 | 2 | 3 | 2 | 1 |
| 2026Q1 | 7 | 6 | 3 | 3 | 5 | 2 | 1 | 3 |
| 2026Q2 | 5 | 6 | 6 | 3 | 3 | 3 | 2 | 4 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|
| Demand | 9 | 1 | 3 | 4 | 7 | 5 |
| Cloud & AI | 5 | 5 | 4 | 6 | 6 | |
| Pricing | 2 | 2 | 2 | 2 | 3 | 6 |
| Competitive Dynamics | 3 | 2 | 2 | 2 | 3 | 3 |
| Revenue Growth | 3 | 1 | 1 | 2 | 5 | 3 |
| Margin | 1 | 3 | 3 | 3 | 2 | 3 |
| Supply Chain | 6 | 1 | 1 | 2 | 1 | 2 |
| Capex Investment | 2 | 1 | 2 | 1 | 3 | 4 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MU Micron Technology, Inc. | 9 | +196.3% | |
| ADI Analog Devices | 9 | +37.3% | |
| AMAT Applied Materials | 9 | +11.4% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 9 | +29.5% | |
| INTC Intel Corporation | 6 | +7.2% | |
| KLAC KLA Corporation | 7 | +11.5% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MPWR Monolithic Power Systems | 10 | +26.1% | |
| MRVL Marvell Technology | 10 | +27.6% | |
| NVDA NVIDIA Corporation | 9 | +85.2% | |
| NXPI NXP Semiconductors | 7 | +12.2% | |
| ON ON Semiconductor | 6 | +4.7% | |
| Q Qnity Electronics, Inc. | 10 | +17.6% | |
| QCOM Qualcomm | 3 | -3.5% | |
| SWKS Skyworks Solutions | 3 | -1.0% | |
| TER Teradyne | 9 | +87.0% | |
| TXN Texas Instruments | 9 | +18.6% |