AI-driven memory boom
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Micron Technology: The Stakes for Wednesday's Earnings Report (Part 1)
FX Empire· 2025-12-15 22:07
For the full fiscal year 2025, which ended August 28, Micron posted revenue of $37.4 billion compared to $25.11 billion the previous year, translating to 49% annual growth. The company’s fourth quarter revenue of $11.32 billion exceeded analyst estimates of $11.11 billion, while adjusted earnings per share of $3.03 surpassed expectations of $2.77 by more than 9%. Critically, gross margins have expanded dramatically, reaching 59% in the fourth quarter, from 49% in Q4 2024, demonstrating improved pricing powe ...
Micron shares jump as Morgan Stanley upgrades stock on AI-driven memory boom
Invezz· 2025-10-06 20:45
公司股价表现 - 美光科技股价在盘前交易中上涨超过4.5%至196.32美元 [1] 机构评级变动 - 摩根士丹利将公司股票评级从“均配”上调至“超配” [1] - 摩根士丹利将公司目标股价从160美元大幅上调至220美元 [1]