💾 Street Takeaways - $MU Micron Technology Q4 Earnings ($1065.11) Overview: • Shares (0.8%) premarket following the strong print, with solid EPS and revenue beats led by Core Data Center and meaningful gains across other segments. Margins mixed, with Gross 70bp above, operating 60bp below, while CFO/FCF notably ahead and capex higher. • Mgmt. guided Q1 EPS, revenue ~7.6%/7.1% above, while gross margin fell short, with FY27 expected to be another record year, which is expected to see sequential revenue growth each quarter. • Analysts largely upbeat following the strong print and guide, driven by solid sequential bit growth, rising ASPs and sustained memory demand. While Q1 gross margin guidance fell short, it was viewed as a near-term floor, with supply tightness, stronger pricing and capital discipline seen supporting expansion thereafter. Several pointed to improved visibility, with 26 long-term agreements covering >35% of revenue through CY30 and CY27 HBM supply contracted at significantly higher prices. Furthermore, some view the Co's manufacturing flexibility as underappreciated, while the expected supply-demand tightening into CY27-28 is seen supporting margin expansion and strong FCF. #Micron# #Earnings# #TechStocks# #Tech# #DataCenter# #Capex# #HBM# #Semis# #AI# Gain immediate access to earnings insights with #StreetAccount#: