Tema Memory ETF (DISK.US) Latest News & Headlines | Longbridge

Micron’s $150 Billion Contract Book Is Bigger Than Its Full-Year Revenue
benzinga_article·34 minutes ago
- Micron Technology announced it has secured about $150 billion in remaining performance obligations tied to 26 long-term customer agreements. - This contracted future business exceeds the company's fiscal 2026 total revenue of $133.2 billion by approximately 13% and covers over 35% of estimated revenue through 2030. - The agreements feature take-or-pay volume commitments and minimum pricing frameworks, providing the memory chipmaker with unprecedented visibility into future demand during the AI era.
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Micron 'is a Beast': Ross Gerber Declares the Memory Chip Cycle Dead After Monster Earnings, Says 'I've Never Seen Anything Like This'
benzinga_article·5 hours ago
- Investor Ross Gerber and Micron Technology executives declared the traditional boom-and-bust memory chip cycle dead following a record $54.23 billion fourth-quarter revenue beat. - Micron attributes this structural shift to unprecedented AI-driven demand and multi-year Strategic Customer Agreements locking in over 35 % of projected revenue through 2030 with $32 billion in financial commitments. - Chief Financial Officer Mark Murphy projected first-quarter revenue between $60 billion and $63 billion, while MU stock has surged 273.19 % year-to-date.
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Cantor Fitzgerald reiterates Overweight rating on Micron Technology, $2000 price target
TradingView·6 hours ago
- Cantor Fitzgerald reiterated an Overweight rating on Micron Technology with a price target of $2000.00, implying an 87.8% upside from its previous close. - The firm cited tightening supply and demand dynamics for memory and storage products in CY27 and CY28 driven by AI and consumer sectors. - Micron is expected to generate between $150 billion and $182 billion in free cash flow over the same period to support shareholder returns.
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Micron Forecasts $61.5 Billion Quarter as AI Memory Commitments Expand
Stock Invest·7 hours ago
- Micron Technology forecasted a first-quarter fiscal 2027 revenue of $61.5 billion, surpassing the $57.02 billion analyst average. - Customer financial commitments under long-term supply agreements reached $32 billion, while remaining performance obligations rose to about $150 billion. - Chief Executive Sanjay Mehrotra stated that fiscal 2027 capital spending would increase as most high-bandwidth memory production is covered by agreements.
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Micron gives bullish forecast, even as pay raises crimp margins
Taipei Times·9 hours ago
- Micron Technology Inc issued a bullish fiscal first-quarter revenue forecast of US$61.5 billion, surpassing the US$56.8 billion analyst estimates. - The company benefits from a surging market demand for high-bandwidth memory chips driven by artificial intelligence data center expansions. - Increased worker incentive compensation will slightly pressure profit margins, causing them to narrow to 86.3 percent in the current period.
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Micron Stock Price Forecast — What Top Analysts Expect after MU's Q4 Earnings
Tip Ranks·7 hours ago
- Micron Technology reported fiscal Q4 results with revenue surging 379 % year-over-year to $54.23 billion and adjusted EPS at $33.42. - The company issued strong fiscal Q1 guidance projecting revenue to reach $61.5 billion at the midpoint. - Major analysts maintained positive ratings and raised price targets due to sustained strong memory pricing and high demand for HBM and data center memory.
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Micron Faces Tough Crowd After Fiscal Q4 Beat-And-Raise Report
Unusual Whales·3 hours ago
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Micron Says Humanoid Robots Could Be Next Big Memory Driver, Analyst Sees 'Millions Of Machines' With Server-Level Chips
benzinga_article·14 hours ago
- Micron Technology CEO Sanjay Mehrotra stated that humanoid robots and physical AI could become significant drivers of memory and storage demand by the end of this decade. - Analyst Shay Boloor noted that this transition could integrate server-level memory into millions of machines outside traditional data centers. - Micron reported strong financial results, posting fourth-quarter revenue of $ 54.23 billion and exceeding earnings estimates.
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RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ prices
The Register·14 hours ago
- Memory-maker Micron announced that RAM shortages will persist through 2028 as demand outpaces supply, leading to much higher prices for customers. - Driven by surging demand for AI hardware and datacenters, Micron reported a Q4 revenue of $54.25 billion and an annual revenue of $133.2 billion. - The company plans to bring new factories online in 2028 with a $25 billion capex in the first half of its new financial year, though availability will not immediately improve.
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IXIC: Nasdaq Wraps Up Q3 with a Gain as Traders Enter Q4 with Mixed Feelings
TradingView·11 hours ago
- The Nasdaq Composite rose 0.24% to 26,861.06 as technology shares outperformed to close out the third quarter, while broader US indexes declined amid stubbornly high Treasury yields near 5.3%. - Micron reported strong fourth-quarter revenue of $54.23 billion and raised guidance, reinforcing robust artificial intelligence demand that also propelled South Korea's exports to a record $120.9 billion. - Persistent economic pressures from elevated bond yields and oil prices near $90.50 tempered overall market enthusiasm as traders entered the fourth quarter with mixed sentiment.
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Micron Delivers Q4 Double Beat, Sees 'Even Stronger' Year Ahead
benzinga_article·16 hours ago
- Micron Technology reported Q4 fiscal 2026 revenue of $54.23 billion and adjusted earnings of $33.42 per share, surpassing analyst estimates. - The company anticipates Q1 fiscal 2027 revenue between $60 billion and $63 billion alongside strong projected earnings per share. - Driven by artificial intelligence demand and strategic customer agreements, Micron declared a quarterly dividend of 15 cents per share.
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Micron’s Revenue More Than Quadrupled. Here’s What Comes Next for the AI Chipmaker.
Motley Fool·15 hours ago
- Micron reported that its Q4 revenue more than quadrupled year over year, driven by soaring demand for DRAM and high-bandwidth memory used in AI applications. - The company exceeded Wall Street expectations with earnings of $33.42 per share on sales of $54.23 billion and provided a strong forward guidance of $61.5 billion in sales. - While short-term growth is expected to continue due to supply shortages and pricing power, long-term risks remain regarding cyclical market downturns.
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‘Some Kind of Fantasy,’ Says Investor About Micron Stock
Tip Ranks·3 hours ago
- Micron reported exceptional fiscal Q4 results and a strong fiscal Q1 2027 outlook, with revenue reaching $54.23 billion and adjusted EPS at $33.42, yet the stock reaction remained muted due to valuation concerns and cyclical memory risks. - Investor Agar Capital maintained a Strong Buy rating on Micron, noting that tight supply conditions, AI-driven demand, and expanding Strategic Customer Agreements could sustain profitability longer than historical cycles. - Management expects memory market tightness to persist through 2027 and 2028, supported by nearly $10 billion in data-center SSD revenue and $33.2 billion in adjusted free cash flow.
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MU Trans: Supply-demand tight through 2028; bigger capital returns from Dec.
DolphinResearch·18 hours ago
- Micron released its FY26 Q4 financial report and earnings call summary, highlighting strong performance, optimistic guidance, and capacity trends through 2028. - The company reported FY26 revenue of $133.2 billion with a gross margin of 81.1%, while projecting FQ1 revenue at $61.5 billion and strong sequential growth for FY27. - Management noted that memory and storage supply will remain tight through CY27 and CY28, with shareholder returns increasing via share repurchases starting December 9, 2026.
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Transcript: Micron Technology Q4 2026 Earnings Conference Call
benzinga_article·19 hours ago
- Micron Technology reported exceptional fiscal Q4 2026 financial results with revenue of $54.2 billion, gross margin of 87%, and EPS of $33.42, alongside a record full-year revenue of $133.2 billion. - The company expects fiscal 2027 performance to surpass 2026, driven by growing AI applications, expanded strategic customer agreements covering 35% of revenue through 2030, and tighter memory and storage supply-demand conditions. - Micron plans to increase capital expenditures in fiscal 2027 to accelerate clean-room space availability and support global manufacturing expansions across the U.S. and Asia.
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