💾 StreetAccount Update: $MU Micron Technology F4Q26 preview: focus on memory supply-demand dynamic Results and Outlook: • MU reports F4Q26 results AMC on 30-Sep-26. The Street expects revenue of $51.334B, above the $50.0B midpoint and $51.0B high-end of the guidance range, gross margin of 85.5%, slightly below the 86% guidance midpoint, operating expense of $1.436B vs. $1.65B guidance, and EPS of $31.72, above the $31.00 guidance midpoint. • For F1Q27, consensus currently expects revenue of $57.197B, gross margin of 86.3%, operating expense of $1.743B, and EPS of $35.47. Areas of Focus: • Memory Demand Trends: Investors will be looking for details on memory demand trends, commentary on duration and outlook on the supply-demand imbalance, and any updates on SCAs. • Server vs. Client: Server memory demand likely continues to significantly outpace supply and investors will be listening for updates on DDR5, HBM3 and HBM4 ASP/pricing dynamics, capacity and supply outlook, and shifting demand. On the client side, investors will be watching for details on demand trends, commentary on possible demand destruction, and PC/client outlook. • NAND: Investors will also be looking for updates on pace and duration of NAND ASP increases, capacity and supply forecasts. • Capex: Investors will be watching for FY27 capex guidance with consensus currently expecting $47.776B. $MU #Micron# #EarningsPreview# #MemoryMarket# #MemoryDemand# #ServerDemand# #MemoryChops# #Capex# #EPS# #ChipStocks# Gain immediate access to earnings insights with #StreetAccount#: