---
title: "Wall Street Is Modeling Micron's Smallest Beat in Six Quarters"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000917562.md"
description: "The bar is high on the guide, less so on the quarter. Consensus sits only 2.6% above Micron's $50B guide, after beats of 28% and 24% the last two quarters. What moves$Micron Tech(MU.US) after Wednesda..."
datetime: "2026-09-29T11:47:27.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000917562.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000917562.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000917562.md)
author: "[Captain's Compass](https://longbridge.com/en/profiles/28290465.md)"
generator: "portal-rs"
---

# Wall Street Is Modeling Micron's Smallest Beat in Six Quarters

The bar is high on the guide, less so on the quarter. Consensus sits only 2.6% above Micron's $50B guide, after beats of 28% and 24% the last two quarters. What moves$Micron Tech(MU.US) after Wednesday's close is the November guide against roughly $57.5B.

**ETFs：**$MU 2X Long ETF(MUU.US) $MU 1X Short ETF(MUD.US) 

![Image](https://pub.pbkrs.com/social/topic/807bd634a76ebc79b7b5ee190c998f6a?x-oss-process=style/lg)

Deloitte sees memory capex jumping to $146B by 2027 reaching ~60% of total semiconductor capex. AI spend is clearly moving deeper into HBM, DRAM and SSDs which keeps $Micron Tech(MU.US) and$SK Hynix(SKHY.US)right in middle of the buildout as supply stays tight into 2029 and potentially 2030.

**Setor ETF Picks：**$Roundhill Memory ETF(DRAM.US) $Tema Memory ETF(DISK.US) ，and also subscribe to **Stock List** [**【Memory & Storage】>> check it !**](https://longbridge.com/sharelist/100000024979753?app_id=longbridge&utm_source=longbridge_app_share&locale=zh-CN&share_track_id=ef08dec3-9adf-488c-9e13-f1c82cfe5e95&invite-code=LRUY36)

Here's what we need to know about **Micron's recent updates and catalyst calendar.**

### Related Stocks

- [DISK.US](https://longbridge.com/en/quote/DISK.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [MUU.US](https://longbridge.com/en/quote/MUU.US.md)
- [MUD.US](https://longbridge.com/en/quote/MUD.US.md)
- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)
- [DRAM.US](https://longbridge.com/en/quote/DRAM.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [STX.US](https://longbridge.com/en/quote/STX.US.md)
- [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md)
- [SOXS.US](https://longbridge.com/en/quote/SOXS.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**