Micron is up 221.96% year to date and trades at about 5x forward earnings, while 24/7 Wall St.'s model carries a Buy rating with a $987.56 price target against an $877.55 reference price. Fiscal Q4 revenue reached $54.23B, beating the $50.97B estimate and up 379.27% year over year, and non-GAAP EPS of $33.42 topped the $31.35 estimate; gross margin widened to 87% from 45.7%. Management guided fiscal Q1 2027 revenue to $61.5B ±$1.5B and EPS to $38.15 ±$1.00. The bull case reaches $1,348.03 and the bear case $743.23, the latter citing memory's cyclicality and $30.71B of FY26 capex. Micron has committed more than 75% of fiscal 2027 shipments, yet the stock remains 27% below its all-time high.
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/28/2026 | 215.39 |
| Change that session | -1.17% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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