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Micron (MU)
NASDAQ:MU
Earnings Data
Report Date
Sep 25, 2025After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
2.51Last Year’s EPS
1.18Same Quarter Last Year
Strong Buy
Based on 26 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call was overwhelmingly positive with record-breaking revenues, significant growth in the data center segment, and strategic investments positioning Micron well for future growth. Despite some challenges in NAND pricing and tariff-related concerns, the achievements and financial performance overshadowed these issues.Company Guidance -
Q4 2025
Record-Breaking Revenue and Growth
Micron delivered record revenue in fiscal Q3 2025, with revenue reaching $9.3 billion, up 15% sequentially and 37% year-over-year.
Data Center Segment Surge
Data center revenue more than doubled year-over-year and reached a record level, driven by strong growth and share gains in HBM and robust performance by high-capacity DIMMs and low-power server DRAM products.
Strong Financial Performance
Gross margin reached 39%, up 110 basis points sequentially, and non-GAAP EPS was $1.91, a 22% sequential growth and over 200% increase year-over-year.
Strategic Investment Plans
Micron announced plans to invest approximately $200 billion in the U.S., including $150 billion in manufacturing and $50 billion in R&D over the next 20-plus years.
HBM and DRAM Technology Advancements
Micron made excellent progress on the 1-gamma DRAM technology node, achieving a 30% improvement in bit density, more than 20% lower power consumption, and up to 15% higher performance compared to 1-beta DRAM.
Record DRAM Revenue
DRAM revenue reached $7.1 billion, up 51% year-over-year, driven by a nearly 50% sequential increase in HBM revenue.
MU Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 25, 2025 | $127.13 | $125.88 | -0.98% |
Mar 20, 2025 | $102.77 | $94.51 | -8.04% |
Dec 18, 2024 | $103.53 | $86.78 | -16.18% |
Sep 25, 2024 | $95.32 | $109.37 | +14.74% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Micron (MU) report earnings?
Micron (MU) is schdueled to report earning on Sep 25, 2025, After Close (Confirmed).
What is Micron (MU) earnings time?
Micron (MU) earnings time is at Sep 25, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MU EPS forecast?
MU EPS forecast for the fiscal quarter 2025 (Q4) is 2.51.
