Micron trades at $983.23, 21.6% below its 52-week high of $1,254.61, even after reporting fiscal Q4 revenue of $54.23 billion, up 379.3% year over year, and non-GAAP EPS of $33.42 versus a $31.35 consensus. The article rates the stock a Hold. Bulls point to a forward P/E of about 5 and fiscal Q1 guidance of $61.5 billion ± $1.5 billion in revenue and $38.15 ± $1.00 in non-GAAP EPS, with over 75% of fiscal 2027 shipments committed. Concerns include that gross margin of 87.0% may not last as price increases moderate, and that mobile and client bit shipments fell sequentially for a second straight quarter. Among tracked institutional filers, 10 trimmed positions versus 3 buyers last quarter, and the 49-analyst consensus target of $1,561.91 implies 58.9% upside.
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Related tickers and likely impact
NVDA
• NeutralNvidia
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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