Micron Technology announced its fourth-quarter and full-year 2025 results on Tuesday, reporting record revenue driven by strong demand for artificial intelligence (AI) data centers.
The company reported that its sales rose 46% compared to the previous year, with better-than-expected earnings for the quarter. Micron’s stock has nearly doubled so far in 2025, boosted by investor optimism around AI.
Looking ahead, Micron forecasted first-quarter revenue above market expectations and said it expects $1.2 billion in sequential revenue growth. The company also anticipates gross margins exceeding 50%, supported by high demand for its advanced memory chips used in AI hardware.
Why did Micron's earnings improve this quarter?
Micron’s earnings improved because of increased demand for its memory chips, especially from AI data centers.
What is causing the high demand for Micron's products?
The growing use of artificial intelligence technology is increasing the need for advanced memory chips, which Micron produces.
How did Micron's stock perform in 2025 so far?
Micron’s stock price has nearly doubled since the start of 2025.
What did Micron say about its future revenue?
Micron forecasted that its revenue for the first quarter will be higher than analysts expected and is projecting $1.2 billion in revenue growth compared to the previous quarter.
Sources
Micron Technology, Inc. Reports Results for the Fourth Quarter and Full Year of...
GlobeNewsWire
GlobeNewsWire
Record fiscal Q4 and full-year revenue driven by AI data center growth Forecasting $1.2 billion in sequential revenue growth with gross margins exceeding 50%
Micron forecasts first-quarter revenue above estimates
Reuters
Reuters
Micron Technology forecast first-quarter revenue above market estimates on Tuesday, betting on booming demand for artificial intelligence hardware to boost sales of its advanced memory chips.
Micron's stock gains as the memory-chip maker clears a high bar
Market Watch
Market Watch
Wall Street expected a beat-and-raise quarter from Micron, which indeed gave an outlook far stronger than what analysts were expecting as AI drives strong demand for memory chips.
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Micron reported better-than-expected earnings and revenue on Tuesday as well as a robust forecast for the current quarter. Micron shares have nearly doubled so far in 2025.
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Investopedia
Investopedia
Micron Technology (MU) shares climbed in extended trading Tuesday after the memory chip maker posted record quarterly sales, boosted by surging demand for AI hardware.
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Market Domination Overtime host Myles Udland reports on the day's market moves for September 23, 2025. Micron Technology topped estimates for its fiscal fourth quarter — revenue of $11.32 billion (vs.
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William Kerwin, Morningstar analyst, joins ‘Closing Bell Overtime' to discuss Micron's strong earnings guidance, the role of AI-driven demand in boosting memory chip pricing, the risks of the boom-bust cycle in memory, what it would take to shift his neutral rating, and more.
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Micron (MU) came out with quarterly earnings of $3.03 per share, beating the Zacks Consensus Estimate of $2.86 per share. This compares to earnings of $1.18 per share a year ago.
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Seeking Alpha
Micron Technology, Inc. delivered strong fiscal Q4 results, beating estimates on both revenue and earnings, with robust guidance for the upcoming quarter. MU's revenue grew 46% year-over-year, and gross margin expanded significantly, driven by data center demand and improved pricing power. Despite i...
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Although the revenue and EPS for Micron (MU) give a sense of how its business performed in the quarter ended August 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Micron Technology, Inc. (MU) Q4 2025 Earnings Call Transcript
Seeking Alpha
Seeking Alpha
Micron Technology, Inc. (NASDAQ:MU ) Q4 2025 Earnings Call September 23, 2025 6:00 PM EDT Company Participants Satya Kumar - Corporate VP of Investor Relations & Treasurer Sumit Sadana - Executive VP & Chief Business Officer Mark Murphy - Executive VP & CFO Manish Bhatia - Executive Vice President o...
Micron Technology, Inc. (MU) Q4 2025 Earnings Call Transcript
Seeking Alpha
Seeking Alpha
Micron Technology, Inc. (NASDAQ:MU ) Q4 2025 Earnings Call September 23, 2025 4:30 PM EDT Company Participants Satya Kumar - Corporate VP of Investor Relations & Treasurer Sanjay Mehrotra - CEO, President & Chairman Mark Murphy - Executive VP & CFO Conference Call Participants Timothy Arcuri - UBS I...
Micron Gives Upbeat Forecast Amid AI Equipment Demand
Bloomberg Markets and Finance
Bloomberg Markets and Finance
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Invezz
Invezz
Micron stock price continued its strong rally on Wednesday after the company published strong financial results. MU jumped to a high of $170, continuing a trend that started in April when it bottomed at $61.
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Seeking Alpha
Seeking Alpha
Micron Technology, Inc. reported earnings after the close Tuesday. MU stock is mostly unchanged despite impressive results. Despite a rapid stock run-up, MU remains fundamentally undervalued, with strong secular tailwinds and NAND, DDR5, and HBM all in a state of undersupply.
Watch These Micron Stock Price Levels After Memory Chip Maker Reports Strong Ear...
Investopedia
Investopedia
Micron (MU) shares were little changed in premarket trading Wednesday after the memory chip maker posted better-than-expected quarterly results and issued a rosy forecast amid surging AI-related demand.
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Seeking Alpha
Seeking Alpha
Micron Technology, Inc. delivered strong fiscal Q4 results, beating revenue and earnings expectations, driven by surging AI-related memory demand. MU guided for robust fiscal Q1 revenue and EPS, with management raising 2025 server and PC growth forecasts and projecting higher free cash flow in 2026....
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Seeking Alpha
Micron Technology, Inc. stock is at an all-time high, up +90% YTD, and the fiscal Q4 report confirms that there is more upside to come with HBM to thank. MU's revenue from HBM and server DRAM grew fivefold, supporting nearly 50% annual revenue growth and material margin expansion. AI-led HBM demand...
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CNBC Television
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Schaeffers Research
Schaeffers Research
Shares of Micron Technology Inc (NASDAQ:MU) were last seen down 1.9% to trade at $163.28, despite the company handily beating fiscal fourth-quarter estimates with results of $3.03 per share on revenue of $11.32 billion.
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Seeking Alpha
Seeking Alpha
Micron Technology, Inc. delivered record fiscal Q4 earnings, fueled by surging AI-driven demand for its high-bandwidth memory products in Data Centers. MU's revenue soared 46% year-over-year to $11.3B, with free cash flow up 149% Y/Y, reflecting explosive growth in its HBM segment. Revenue related t...
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Benzinga
Benzinga
Shares of Micron Technology Inc MU dipped in early trading on Wednesday despite a strong fiscal fourth quarter report.
Micron gave Wall Street more than it wanted. Why isn't the stock higher?
Market Watch
Market Watch
Analysts cite various things that could be spooking investors, including the potential for weaker demand down the road and a big run-up in the stock price prior to the latest earnings.
Micron Needed A Stellar Earnings Report And They Got It
Seeking Alpha
Seeking Alpha
Micron Technology, Inc. reported record quarterly revenue and expanding gross margins, driven by strong AI demand and tightening DRAM supply. MU is well-positioned for continued growth with secured HBM3E pricing, a mid-2026 HBM4 ramp-up, and robust hyperscaler investments fueling memory demand. Valu...
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Investors Business Daily
Investors Business Daily
Memory-chip leader Micron Technology delivered better-than-expected quarterly results and gave a bullish outlook. But Micron stock slipped on Wednesday.
Micron Tumbles Despite Phenomenal Q4 — Here's Why the AI Stock Is a Buy Now
24/7 Wall Street
24/7 Wall Street
Micron Technology‘s (MU) Q4 revenue hit a record $11.32 billion, up 46% and beating estimates. Data center business claimed 56% of revenue with 52% margins on AI surge.
Micron Beats on Q4 Earnings: Will Strong Guidance Lift the Stock?
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Zacks Investment Research
MU posts strong Q4 earnings and upbeat guidance, fueled by surging demand for high-bandwidth memory products.
Micron CEO on rising sales, capitalizing on the AI boom
CNBC Television
CNBC Television
Micron CEO Sanjay Mehrotra said on Wednesday that while Micron's robust growth has "of course" been fueled by AI and data centers, the company is well-positioned in other markets as well. Micron shares have nearly doubled so far in 2025.
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Seeking Alpha
Seeking Alpha
Micron Technology, Inc. is structurally positioned to benefit from the AI megatrend, leveraging leadership in DRAM, HBM, and custom memory solutions for hyperscale clients. FY25 results showed massive revenue and profit growth, driven by data center demand, improved product mix, and strong pricing p...
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Proactive Investors
Proactive Investors
Micron Technology Inc (NASDAQ:MU) shares gave back early gains to trade 2% lower mid-morning Wednesday, despite the memory chipmaker reporting stronger-than-expected quarterly results and upbeat guidance. The Idaho-based company posted fiscal fourth quarter revenue of $11.3 billion, ahead of analyst...
Micron 'is benefiting from what Nvidia is doing,' portfolio manager says on earn...
Yahoo Finance
Yahoo Finance
Micron Technology (MU) topped estimates for its fiscal fourth quarter — revenue of $11.32 billion (vs. estimates of $11.15 billion), adjusted earnings of $3.03 per share (vs.
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Seeking Alpha
Seeking Alpha
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The Motley Fool
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Benzinga
Benzinga
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The Motley Fool
The Motley Fool
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Seeking Alpha
Seeking Alpha
I'm downgrading Micron Technology (MU) stock from "Buy" to "Hold", after a rapid price surge and strong outperformance of previous targets. MU's fundamentals have improved, with robust HBM and server DRAM demand, and Q1 FY2026 guidance significantly beating consensus estimates. Despite strong earnin...
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Seeking Alpha
Seeking Alpha
Micron Technology, Inc. is a leading DRAM and NAND producer, benefiting from surging AI-driven demand, especially in high-bandwidth memory, or HBM. MU posted strong Q4 earnings and bullish guidance, with revenue and EPS beats driven by AI data center growth and improved pricing power in DRAM. Despit...
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The Motley Fool
The Motley Fool
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Micron's NASDAQ: MU stock price rally is not over. The move is fundamentally driven by AI and its impact on revenue and Micron's position in the global semiconductor industry.
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Benzinga
Benzinga
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