NASDAQ · MU

Micron Technology

HBM and server DRAM increase earnings leverage, while the stock remains highly sensitive to spot momentum and EPS revisions.

2026-08-09
End-market exposure
Data centers46%
Smartphones20%
PCs15%
Automotive and other19%
Product mix
DRAM/HBM74%
NAND24%
其他2%

Negative price momentum

Invalidation

HBM order cuts

Invalidation

EPS revisions stall

Invalidation