Wall Street expects Micron to post record Q4 earnings with $50. 35 EPS, while analysts advise long‑term buying over earnings‑timing.
Wall Street analysts project Micron Technology’s fiscal fourth‑quarter revenue at about $50.8 billion and earnings per share near $31.35, a rise of roughly 350% in revenue and 11‑fold in EPS versus the same quarter last year. Micron’s own guidance falls within those ranges, indicating confidence that the memory supercycle remains strong.
The article notes that several AI hyperscalers have affirmed continued demand for memory, and cites specific corporate actions: Amazon raised its 2026 capital‑expenditure outlook, citing memory prices; Elon Musk thanked Micron on Tesla’s earnings call and discussed memory pricing on SpaceX’s call; and Nvidia placed supply and capacity orders totaling $267 billion through fiscal 2029, much of it for memory.
Investment commentary advises against timing the earnings release, recommending a steady, dollar‑cost‑averaged build‑up of Micron shares for long‑term investors. The Motley Fool’s Stock Advisor team did not include Micron among its ten top stock picks, though the firm itself lists Micron as a recommended holding.
The reporting does not provide actual earnings results or forward‑looking performance beyond the expectations and guidance cited, leaving the eventual earnings outcome and market reaction uncertain.