MU Micron
What matters nowUpdated 4 days ago
- Micron filed its fiscal 2026 10-K on Oct 9 1, and on Oct 8 its board raised the buyback authorization to $35.16 billion, with repurchases starting Dec 9, 2026 2. On Oct 7 the Taoyuan union in Taiwan voted 99% in favour of authorizing a strike over a proposed profit-sharing system, with no strike date set and further mediation planned 3.
- MU's pooled 24/7 venue price was 953.07 at 11:51 UTC on Oct 13, down 2.50% from the 977.45 previous close; this is a pooled 24/7 venue price, not an exchange close. The stock fell 6.02% on Oct 12 alongside a chip-sector sell-off (Intel -5.16%, AMD -3.74%, NVDA -2.81%, S&P 500 -0.38%) with no Micron-specific event found, while the Oct 8 drop of 5.10% and the Oct 7 gain of 4.57% are not yet explained, with 2, 3 and 4 as candidate causes.
- Fiscal Q4 2026 revenue was $54.23 billion, up 379% year over year, and trailing twelve-month revenue to Sep 3, 2026 reached $133.19 billion (up 256.3%) with EPS of $74.27 (up 877.2%). The valuation data shows a 12.8x P/E, 9.6x EV/EBITDA and a 5.47% FCF yield, with net cash of $35.57 billion and an 80.7% gross margin.
- Capital spending is the next swing factor: Micron guided to about $25 billion of capex in fiscal H1 2027 and more than $50 billion for the full year, against $27.37 billion in fiscal 2026 5. Insiders sold 266,805 shares worth $247.7 million across 15 sales over the last 180 days with no buys, and 10 of those sales were planned.
- Fiscal Q1 2027 earnings are estimated for Dec 16, 2026 (not confirmed), against company guidance of $61.5 billion plus or minus $1.5 billion in revenue and $37.84 plus or minus $1.00 in GAAP diluted EPS. The second Taichung HBM packaging plant is set to start HBM production in mid-October 6, US CPI for September is due Oct 14 at 12:30 UTC.
SEC EDGAR · Oct 9
Micron Technology FY2026 Form 10-K · Oct 8
The Star (Reuters) · Oct 7
InvestingLive · Oct 7
Herald Business (Korea) · Sep 30
Focus Taiwan (Central News Agency) · Oct 1
Valuation & fundamentalsFull financials →
TTM through 2026-09-03 from SEC filings↗ (some quarters derived from annual and year-to-date figures). Ratios use our pooled 24/7 price. Quarterly statements →
Every venue
| Venue | Price | vs pool | 24h vol | Open int. | Funding 8h |
|---|---|---|---|---|---|
| binance perp MUUSDT · just now | 878.11 | +0.02% | $195.2M | $149.3M | 0.0000% |
| hyperliquid perp xyz:MU · just now | 876.80 | −0.13% | $50.7M | $156.2M | -0.0400% |
| bitget perp MUUSDT · just now | 878.59 | +0.08% | $37.5M | $38.8M | 0.0000% |
| lighter perp 164 · just now | 876.57 | −0.15% | $4.9M | $1.6M | -0.0272% |
| aster perp MUUSDT · just now | 880.73 | +0.32% | $2.0M | $630.0K | 0.0000% |
| kraken perp PF_MUUSD · just now | 875.89 | −0.23% | $261.0K | $517.0K | 0.0005% |
| okx perp MU-USDT-SWAP · stale | 882.44 | +0.52% | $110.3M | $36.1M | 0.0181% |
| bybit perp MUUSDT · stale | 882.15 | +0.48% | $31.5M | $21.2M | 0.0180% |
| hyperliquid perp km:MU · stale | — | — | — | — | — |
| coinbase perp MU-PERP · stale | — | — | — | — | — |
Pooled price = volume-weighted median of venues within 2% of each other. Venue markets for stocks, indices and gold are 24/7 perpetual contracts; they track but are not the official exchange price.
Open interest, 120 days
US$ millions, all venues
Funding, 120 days
Annualised %, OI-weighted. Positive: longs pay shorts.
NewsAll news →
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