FinanceSeeking Alphaabout 8 hours ago
Micron Demand Surge May Beat Consensus Estimates
1 min read
Micron faces unprecedented demand for DRAM, NAND, HBM, and enterprise SSDs, driving record revenue and gross margins. A supply-demand imbalance is expected to persist beyond 2026, supported by Strategic Customer Agreements. Consensus estimates for FY26 and FY27 earnings appear too conservative, with substantial upside remaining.
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