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Micron Technology Inc. (MU) Q3 2026 (USD): Adj. EPS 25.11 (exp. 20.57), Revenue 41.456bln (exp. 35.56bln)

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Adj. gross margin 84.9% (exp. 81.9%).Outlook Q4 revenue 50.0bln (exp. 42.915bln). Q4 adj. EPS 31.0 (exp. 25.5). Project operating expenses to increase by approximately USD 1bln in FY 2027. Expect tight conditions to persist beyond calendar 2027 due to AI-driven demand across all segments. Currently do not have line of sight as to when memory supply will be able to catch up with increasing demand

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