Micron (MU) Q3 FY2026 blowout: Revenue $41.5bn, record GPM of 84.9%, EPS $25.11 (+22% beat) — shares surged +14.6% after hours. HBM3E and HBM4 are sold out through 2027, with demand visibility extending into 2028; customers have committed $22bn in prepayments, and HBM4 is ramping at 2x the speed of prior-gen. Memory supercycle fully locked in — or is the valuation already stretched?

<p>Micron (MU) Q3 FY2026 blowout: Revenue $41.5bn, record GPM of 84.9%, EPS $25.11 (+22% beat) — shares surged +14.6% after hours. HBM3E and HBM4 are sold out through 2027, with demand visibility extending into 2028; customers have committed $22bn in prepayments, and HBM4 is ramping at 2x the speed of prior-gen. Memory supercycle fully locked in — or is the valuation already stretched?</p>

MU Q3 blowout: HBM booked to 2027, +14.6%

<p>I believe it will be another sell the news event. Having the memory stocks rallying hard and with a positive news just before the earnings, this looks like another classic setup to entice retail investors to hold the bag while the big boys exit with their profit to close the quarter with a nice report card.</p>

LazyCat

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