# semiconductor guidance — X 热门讨论 (2026-09-30 20:48 UTC)
## @Sam_Badawi (Sam Badawi) · 09-30 20:03 · ♥33 ↻1 💬5 Micron - Q4 2026 Earnings $MU 1,057.76 [-0.82% AH]
✅ Revenue: $54.23B (Est: $51.13B) [+379% YoY] ✅ Adj. EPS: $33.42 (Est: $31.50) [+1,003% YoY]
Additional Metrics: ✅ Cloud Memory Revenue: $16.28B (Est: $15.14B) ✅ Automotive & Embedded Revenue: $6.82B (Est: $4.73B) ✅ Mobile & Client Revenue: $13.11B (Est: $12.95B) ✅ Adj. Gross Margin: 87.0% (Est: 86.2%) Revenue Growth: +31% QoQ EPS Growth: +33% QoQ
Q1 FY2027 Guidance: ✅ Adj. EPS: $38.15 (Est: $36.02) > 引用 @Sam_Badawi: IS DEMAND TOO STRONG TO FAIL?
Full video on YouTube in the first reply ⤵️
I recently broke down $MU and why this earnings report could tell us much more than just where Micron trades next along with $SOXX, $SNDK, and $SKHY
HBM demand, long-term agreements and supply constraints are increasingly tied to $NVDA and the broader AI infrastructure buildout, while the biggest risk remains any sign that demand is beginning to taper.
The question now is whether supply can catch demand before pricing power starts to fade. https://x.com/Sam_Badawi/status/2105388195596898554