The Motley Fool
04 Jul 2026, 19:30 UTC · 3h ago
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Micron Technology's fiscal 2026 third-quarter revenue grew 4.4x year-over-year to $41.4 billion, with EPS increasing 13x to $25.11. — Massive earnings and revenue beats indicate strong fundamental demand and high profitability in the semiconductor sector.
+0.80Micron management expects tight memory supply to persist beyond 2027, with customers signing long-term contracts. — Long-term supply constraints typically lead to sustained pricing power and predictable revenue growth for memory producers.
+0.70TrendForce upgraded its global memory market revenue forecast to $889.3 billion for this year and $1.28 trillion for next year. — Significant upward revisions in total addressable market (TAM) forecasts signal a secular bull market for the entire industry.
+0.60Which stocks this story touches
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The company reported massive revenue and EPS growth with guidance indicating sustainable phenomenal growth.
The ETF is described as an ideal way to capitalize on the structural growth of the memory market with strong historical appreciation.
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Schwab Network
6h ago
