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Earlier this month, Micron Technology raised its fourth quarter fiscal 2025 guidance, projecting revenue of US$11.2 billion ± US$100 million and diluted earnings per share of US$2.64 ± US$0.07, both higher than its previous forecast.
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This update marks a meaningful upward revision in both revenue and earnings expectations, signaling increased confidence in business conditions for the current quarter.
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We’ll explore how Micron’s upgraded outlook for quarterly revenue and earnings adds a fresh dimension to its investment narrative.
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Being a shareholder in Micron Technology means buying into the idea that demand for advanced memory, driven by AI and data centers, will continue to drive both revenue and margin strength. The recent upward revision of fourth quarter fiscal 2025 guidance reinforces the importance of AI and data center growth as the primary short-term catalysts, but does not eliminate major exposure to volatile DRAM and NAND markets, still the single largest risk facing the business.
Among Micron’s latest announcements, the July 2025 launch of the world’s first PCIe Gen6 NVMe SSD stands out for its direct relevance to AI and data center demand. This launch aligns closely with the optimism seen in the updated guidance and demonstrates how new products can support near-term catalysts through expanded high-performance offerings.
In contrast, persistent uncertainties remain around the cyclical swings of the DRAM and NAND markets, which investors should…
Read the full narrative on Micron Technology (it’s free!)
Micron Technology’s narrative projects $53.4 billion revenue and $13.4 billion earnings by 2028. This requires 16.5% yearly revenue growth and a $7.2 billion earnings increase from $6.2 billion today.
Uncover how Micron Technology’s forecasts yield a $149.71 fair value, a 27% upside to its current price.
Simply Wall St Community members provided 51 independent fair value estimates for Micron, ranging from US$69.18 to US$197.17 per share. Many recognize the company’s accelerated guidance is tied to surging AI memory demand but urge attention to ongoing market volatility and fundamentals as drivers of future outcomes.
Explore 51 other fair value estimates on Micron Technology – why the stock might be worth 41% less than the current price!
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