Micron Technology, Inc.
226.63+4.72 (+2.13%)
Oct 29, 4:00:01 PM EDT · NasdaqGS · MU · USD
Key Stats
Market Cap
254.38BP/E (TTM)
29.86Basic EPS (TTM)
7.59Dividend Yield
0%Recent Filings
8-K
Micron directors to retire
Micron Technology announced on October 21, 2025, that directors Richard M. Beyer and Mary Pat McCarthy will retire at the January 15, 2026, annual shareholders meeting, after serving since 2013 and 2018, respectively. Beyer, with CEO experience at semiconductor firms, chaired the Compensation Committee; McCarthy, a KPMG veteran, led the Audit Committee. Their exits shrink the board to eight members. Yet continuity holds: all remaining directors stand for reelection.
8-K
Micron's AI-fueled record year
Micron Technology reported record fiscal 2025 revenue of $37.38 billion, up 49% from $25.11 billion last year, fueled by surging AI data center demand that boosted Q4 sales to $11.32 billion and GAAP net income to $3.20 billion. The cloud memory unit hit $4.54 billion in Q4 revenue with 59% gross margins, while full-year operating cash flow soared to $17.53 billion. Momentum builds. Looking ahead, Q1 2026 revenue eyes $12.50 billion with over 50% gross margins, though supply chain risks loom.
8-K
Micron lifts Q4 outlook
Micron Technology boosted its Q4 fiscal 2025 guidance on August 11, 2025, raising revenue to $11.2 billion ± $100 million from $10.7 billion ± $300 million, non-GAAP gross margins to 44.5% ± 0.5%, and EPS to $2.85 ± $0.07. Strong DRAM pricing and execution drive the uplift. Guidance excludes uncertain events like mergers. Risks could alter outcomes.
8-K
Bylaws amended for compliance
10-Q
Q3 FY2025 results
Micron's Q3 FY2025 revenue surged 37% year-over-year to $9.3B, fueled by 51% growth in DRAM sales from higher prices and bit shipments, especially HBM in data centers, while NAND rose 4% on volume gains despite price dips; quarter-over-quarter, revenue climbed 15% to $9.3B with gross margins edging up to 38% from DRAM mix shifts and cost cuts, though NAND margins slipped. Operating income jumped to $2.2B from $719M y/y, with diluted EPS at $1.68 versus $0.30, reconciling to 1,125M shares; YTD revenue hit $26.1B, up 50% y/y, with operating income of $6.1B versus a $218M loss. Cash swelled to $10.2B, bolstered by $11.8B operating cash flow, while free cash flow stood at $1.6B (derived) after $10.2B capex; total debt reached $15.5B including new 2035 notes, with $3.5B revolver available. Recent CHIPS Act grants up to $6.4B support U.S. fab expansions in Idaho and New York. Patent disputes with Netlist and YMTC loom large.
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