Ajaib says Micron Q4 FY2026 revenue hits record USD 54.23 billion
Bitget2026/10/04 15:20PT Ajaib Teknologi Indonesia flagged Micron’s Q4 FY2026 revenue at USD 54.23 billion, above USD 51 billion guidance, with non-GAAP EPS USD 33.42. FY2026 revenue reached USD 133.19 billion, up 256%; DRAM revenue topped USD 100 billion; data center contributed 63% of Q4 sales. Q1 FY2027 guidance pointed to USD 61.5 billion revenue, EPS USD 38.15; gross margin seen dipping to 86.25% as a FY2027 low. Analysis highlighted a sharp FY2027 capex ramp to above USD 50 billion, raising supply-cycle risk despite management expecting tight supply into 2028. HBM was cited as dilutive to near-term margins; most 2027 HBM supply was described as pre-contracted at higher pricing. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. PT Ajaib Teknologi Indonesia published the original content used to generate this news brief on October 04, 2026, and is solely responsible for the information contained therein.
- PT Ajaib Teknologi Indonesia flagged Micron’s Q4 FY2026 revenue at USD 54.23 billion, above USD 51 billion guidance, with non-GAAP EPS USD 33.42.
- FY2026 revenue reached USD 133.19 billion, up 256%; DRAM revenue topped USD 100 billion; data center contributed 63% of Q4 sales.
- Q1 FY2027 guidance pointed to USD 61.5 billion revenue, EPS USD 38.15; gross margin seen dipping to 86.25% as a FY2027 low.
- Analysis highlighted a sharp FY2027 capex ramp to above USD 50 billion, raising supply-cycle risk despite management expecting tight supply into 2028.
- HBM was cited as dilutive to near-term margins; most 2027 HBM supply was described as pre-contracted at higher pricing.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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