Latest Earnings Results: Q4 '26
Estimated EPS
$31.72
Reported EPS
$33.42
Surprise
+5.34%
Estimated Rev
$51.33B
Reported Rev
$54.23B
Surprise
+5.64%
• Reported GAAP EPS of $32.87 up 984.82% YoY • Reported revenue of $54.23B up 379.27% YoY • Microns FQ1-27 outlook calls for revenue of $61.5B $1.5B, GAAP gross margin approximately 85.95%, and diluted earnings per share of $37.84 $1.00.
Bullish Takeaway
Micron says memory enhances customer-platform competitiveness as AI becomes Super Intelligence; it is sampling high-capacity DDR5, while Strategic Customer Agreements add confidence in financial-performance durability.
Bearish Takeaway
Microns FQ4-26 GAAP operating expenses were $3.3B versus $1.74B in FQ3-26; FY26 net capital expenditures were $27.37B, and risks could cause actual results to differ materially.
Generated by Stocktwits using AI and company-reported earnings data for Q4 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q1 '27 | $37.77 | -- | -- | N/A |
Q4 '26 | $31.72 | $33.42 | 5.34% | BEAT |
Q3 '26 | $20.86 | $25.11 | 20.36% | BEAT |
Q2 '26 | $9.19 | $12.20 | 32.81% | BEAT |
Q1 '26 | $3.96 | $4.78 | 20.67% | BEAT |