Micron revenue almost triples, tops estimates as demand for memory soars

    https://www.cnbc.com/2026/03/18/micron-mu-q2-earnings-report-2026.html

    Posted by Force_Hammer

    23 Comments

    1. Full_Cash6140 on

      EPS of $12.50 for the quarter? If they can just sustain that, forget any growth, that puts the P/E around 10. It’s still cheap.

    2. tugrulthelol on

      Pretty bullish, its a 32% surprise in earnings as far as I can tell, already was trading at a cheap forward PE, but if these earnings beats continue it’ll just get cheaper and cheaper

    3. SlartibartfastMcGee on

      It’s beating the rest of the market right now, I wouldn’t chill TF out about this dip.

    4. Specialist_Spite5930 on

      Why the fuck is it tanking? This amount of beat and still fucking tanks, what a joke

    5. Things can change fast, all these companies make these massive guidance predictions but all it takes is one customer to pull off to change things. Feel like SSD, NAND, RAM are the commodity piece that can be undercut by China?

      Maybe the Market is starting to price these massive Q’s as peak ai revenue which is why AVGO, AMD and NVDA are on a downtrend. RAM was the hot trade the past 6 months.

      For the spending party to continue all the big software companies like MSFT, META, GOOG, AMZN, ORCL, CRM, etc need to keep banging and start to see a ROI. but their stocks have been declining too, esp MSFT, CRM and ORCL. Its becoming a game of chicken as to who will crack first and if it keeps going down they’re going to need that cash for payroll and share buybacks to keep the price up.

      my 2 bear cents.

    6. Honestly I’m gonna stay mostly checked out on looking at my MU holdings moving forward the rest of the year. I’ve got 500 shares and I’m up 6% even in this after hours -3% despite crushing earnings. It’s a long hold stock that’ll be fine and I need to look at it as if I’m holding NVDA and it’s 2020, just chill for a while.

    Leave A Reply
    Share via