Micron Posts Record Q4: Revenue $54.2B, Guides FQ1 to $61.5B
MU has more than doubled off its 52-week low of $163.96.
Summary
Micron reported record Q4 and full-year FY2026 results, with Q4 revenue of $54.2B and FQ1-27 guidance of $61.5B, both well above prior-year levels.
Key Events · Earnings and Guidance · MU
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Record Q4 Revenue
Q4 FY2026 revenue of $54.23B, up 31% QoQ from $41.46B and 379% YoY from $11.32B.
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Record Full-Year Results
FY2026 revenue of $133.19B, up 256% from $37.38B; GAAP net income of $84.97B ($74.33 per diluted share).
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Strong FQ1-27 Guidance
Revenue guidance of $61.5B ± $1.5B, implying ~13% sequential growth; non-GAAP EPS of $38.15 ± $1.00.
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Dividend Declared
Quarterly dividend of $0.15 per share, payable October 29, 2026 to shareholders of record October 14, 2026.
Analysis · MU · Manufacturing
AI memory demand drove a massive beat, with Q4 revenue of $54.23 billion—up 31% sequentially and nearly 5x year-over-year. Full-year revenue reached $133.19 billion, and GAAP net income came in at $84.97 billion. Guidance for FQ1-27 of $61.5 billion implies continued sequential growth of 13%, reinforcing the durability of AI-driven demand. The company also declared a $0.15 quarterly dividend.
How filings like this one have moved
In the 30 days to Sep 30, 2026, 34.9% of the 1009 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.52%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, MU was trading at $1,060.86 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $1.2T. The 52-week trading range was $163.96 to $1,255.00. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.