Key Date for Micron Expertise Buyers: December 17, 2025

• Analysts count on Q1 2026 earnings of $3.79 per share on $12.61 billion in income.

• The corporate is exiting its Essential client enterprise to focus manufacturing capability on extra profitable AI server chips.

• The reminiscence chip trade is having fun with skyrocketing unit costs as supply-and-demand economics work in Micron’s favor.

• 10 shares we like higher than Micron Expertise ›

Micron Expertise (NASDAQ: MU) experiences outcomes for fiscal first-quarter 2026 on Dec. 17. If analyst estimates show correct, shareholders may need to get away the champagne — or not less than a celebratory vitality drink. You recognize the drill: Huge computing demand from synthetic intelligence (AI) software program giants can energy large enterprise outcomes on the {hardware} aspect.

Wall Road analysts count on the reminiscence chip big to publish earnings of $3.79 per share on income of $12.61 billion. That year-over-year development would make even probably the most jaded tech investor do a double-take. The earnings estimate factors to greater than double final yr’s Q1 earnings of $1.79 per share. Income ought to leap 45% increased, from $8.71 billion.

Current strikes sign confidence within the AI increase’s endurance. In November, Micron started delivery its automotive UFS 4.1 answer, doubling bandwidth to 4.2 gigabytes per second (GB/s) to feed data-hungry AI fashions in next-generation autos. Each automotive is principally a pc these days, you recognize.

Extra tellingly, Micron introduced this week that it is exiting the Essential client enterprise completely by February 2026. Why abandon a widely known model? Merely put, they want each ounce of producing capability for the extra profitable AI server chip market.

Sure, Micron’s inventory seems to be expensive at 31 instances trailing earnings and a downright comedic 160 instances free money movement. However this is the factor about these ratios — they will get distorted when an organization has just lately crawled out of the earnings basement. When your trailing-12-month denominator was barely optimistic final quarter, even modest enhancements create eye-popping multiples.

Demand for high-bandwidth reminiscence exhibits no indicators of cooling, and the memory-chip trade is having fun with skyrocketing unit costs because of this. The provision and-demand economics are working in Micron’s favor proper now.

So, Micron seems nicely positioned to ship one other quarter of spectacular development. Tune in on Dec. 17 to see the entire story.

Before you purchase inventory in Micron Expertise, contemplate this:

The Motley Idiot Inventory Advisor analyst crew simply recognized what they imagine are the 10 greatest shares for traders to purchase now… and Micron Expertise wasn’t one in all them. The ten shares that made the lower might produce monster returns within the coming years.

Contemplate when Netflix made this record on December 17, 2004… in case you invested $1,000 on the time of our suggestion, you’d have $540,587!* Or when Nvidia made this record on April 15, 2005… in case you invested $1,000 on the time of our suggestion, you’d have $1,118,210!*

Now, it’s value noting Inventory Advisor’s complete common return is 991% — a market-crushing outperformance in comparison with 195% for the S&P 500. Do not miss the most recent high 10 record, out there with Inventory Advisor, and be part of an investing group constructed by particular person traders for particular person traders.

See the ten shares »

*Inventory Advisor returns as of December 1, 2025

Anders Bylund has positions in Micron Expertise. The Motley Idiot has no place in any of the shares talked about. The Motley Idiot has a disclosure coverage.

All in favour of Micron Expertise (MU)? Mark Your Calendars for Dec. 17, 2025. was initially printed by The Motley Idiot