Ajaib says Micron Q4 FY2026 revenue hits record USD 54.23 billion, topping guidance
Bitget2026/10/06 03:31PT Ajaib Teknologi Indonesia flagged Micron’s Q4 FY2026 revenue at USD 54.23 billion, beating USD 51 billion guidance; non-GAAP EPS USD 33.42. FY2026 revenue reached USD 133.19 billion, up 256%; DRAM topped USD 100 billion; data center contributed 63% of Q4 revenue. Q1 FY2027 guidance set revenue at USD 61.5 billion; EPS USD 38.15; gross margin seen at 86.25%, described as the FY2027 low. Ajaib highlighted margin pressure from a roughly USD 1 billion bonus-related cost timing, with margin expected to improve beyond Q1. Capex for FY2027 projected above USD 50 billion; Ajaib warned memory upcycles often precede oversupply despite management’s tight-supply view through 2028. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. PT Ajaib Teknologi Indonesia published the original content used to generate this news brief on October 06, 2026, and is solely responsible for the information contained therein.
- PT Ajaib Teknologi Indonesia flagged Micron’s Q4 FY2026 revenue at USD 54.23 billion, beating USD 51 billion guidance; non-GAAP EPS USD 33.42.
- FY2026 revenue reached USD 133.19 billion, up 256%; DRAM topped USD 100 billion; data center contributed 63% of Q4 revenue.
- Q1 FY2027 guidance set revenue at USD 61.5 billion; EPS USD 38.15; gross margin seen at 86.25%, described as the FY2027 low.
- Ajaib highlighted margin pressure from a roughly USD 1 billion bonus-related cost timing, with margin expected to improve beyond Q1.
- Capex for FY2027 projected above USD 50 billion; Ajaib warned memory upcycles often precede oversupply despite management’s tight-supply view through 2028.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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