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BusinessQuiet 2d · day 9

Micron stock rallies on memory shortage forecasts ahead of earnings

Semiconductor memory maker gains 5.5% after Intel warns of worsening supply crunch through 2027.

newest coverage 2d agosummary written 4d ago21 pieces1 likes & upvotes Google NewsNewswiresMastodon

What to know

  • Micron stock gained 5.5% on September 17 after Intel warned memory supply capacity will remain critically constrained and worsen through 2027.
  • The memory shortage has given Micron significant pricing power; the company reported a 84.6% gross margin in fiscal Q3 2026.
  • Analyst Brian Chin expects Micron to beat Wall Street's projections for 350% sales growth and 10x earnings growth in the coming quarter, but warns upside surprises will moderate as the company locks in supply pricing.
  • Micron reports fourth-quarter earnings on September 30, with Wall Street projecting $51 billion in revenue and $31.35 earnings per share.

“earnings beats, but smaller beats than you may have come to expect.”

Brian Chin, Stifel analyst · Yahoo Finance ↗ · Sep 20

Lip-Bu TanLip-Bu Tan Intel CEOBrian Chin Stifel analystMicron Technology Semiconductor memory manufacturer

Micron stock rallies on memory shortage forecasts ahead of earnings
finance.yahoo.com

How it unfolded 1 development · click the chart to see its coverage articlesposts

Peak 6 pieces in two hours at Sep 24, 8 AM; 21 pieces over 9 days (20 articles · 1 post) Sep 17, 6 PM — 2 pieces · 2 articles — Google News 1, Newswires 1Sep 17, 8 PM — quietSep 17, 10 PM — quietSep 18, 12 AM — quietSep 18, 2 AM — quietSep 18, 4 AM — 1 piece · 1 article — Newswires 1Sep 18, 6 AM — quietSep 18, 8 AM — quietSep 18, 10 AM — quietSep 18, 12 PM — quietSep 18, 2 PM — quietSep 18, 4 PM — quietSep 18, 6 PM — quietSep 18, 8 PM — quietSep 18, 10 PM — quietSep 19, 12 AM — quietSep 19, 2 AM — quietSep 19, 4 AM — quietSep 19, 6 AM — quietSep 19, 8 AM — 1 piece · 1 article — Newswires 1Sep 19, 10 AM — quietSep 19, 12 PM — quietSep 19, 2 PM — quietSep 19, 4 PM — quietSep 19, 6 PM — quietSep 19, 8 PM — quietSep 19, 10 PM — quietSep 20, 12 AM — quietSep 20, 2 AM — quietSep 20, 4 AM — quietSep 20, 6 AM — quietSep 20, 8 AM — quietSep 20, 10 AM — quietSep 20, 12 PM — quietSep 20, 2 PM — quietSep 20, 4 PM — quietSep 20, 6 PM — quietSep 20, 8 PM — quietSep 20, 10 PM — quietSep 21, 12 AM — quietSep 21, 2 AM — quietSep 21, 4 AM — quietSep 21, 6 AM — quietSep 21, 8 AM — quietSep 21, 10 AM — 1 piece · 1 article — Newswires 1Sep 21, 12 PM — 1 piece · 1 post — Mastodon 1Sep 21, 2 PM — 2 pieces · 2 articles — Google News 1, Newswires 1Sep 21, 4 PM — 1 piece · 1 article — Newswires 1Sep 21, 6 PM — quietSep 21, 8 PM — quietSep 21, 10 PM — quietSep 22, 12 AM — quietSep 22, 2 AM — quietSep 22, 4 AM — quietSep 22, 6 AM — 3 pieces · 3 articles — Google News 2, Newswires 1Sep 22, 8 AM — quietSep 22, 10 AM — 1 piece · 1 article — Newswires 1Sep 22, 12 PM — quietSep 22, 2 PM — quietSep 22, 4 PM — quietSep 22, 6 PM — quietSep 22, 8 PM — quietSep 22, 10 PM — quietSep 23, 12 AM — quietSep 23, 2 AM — quietSep 23, 4 AM — quietSep 23, 6 AM — quietSep 23, 8 AM — quietSep 23, 10 AM — quietSep 23, 12 PM — 1 piece · 1 article — Newswires 1Sep 23, 2 PM — quietSep 23, 4 PM — quietSep 23, 6 PM — quietSep 23, 8 PM — quietSep 23, 10 PM — quietSep 24, 12 AM — quietSep 24, 2 AM — quietSep 24, 4 AM — quietSep 24, 6 AM — 1 piece · 1 article — Google News 1Sep 24, 8 AM — 6 pieces · 6 articles — Google News 6Sep 24, 10 AM — quietSep 24, 12 PM — quietSep 24, 2 PM — quietSep 24, 4 PM — quietSep 24, 6 PM — quietSep 24, 8 PM — quietSep 24, 10 PM — quietYesterday, 12 AM — quietYesterday, 2 AM — quietYesterday, 4 AM — quietYesterday, 6 AM — quietYesterday, 8 AM — quietYesterday, 10 AM — quietYesterday, 12 PM — quietYesterday, 2 PM — quietYesterday, 4 PM — quietYesterday, 6 PM — quietYesterday, 8 PM — quietYesterday, 10 PM — quietToday, 12 AM — quietToday, 2 AM — quietToday, 4 AM — quietToday, 6 AM — quietToday, 8 AM — quietToday, 10 AM — quietToday, 12 PM — quiet 1
Sep 18Sep 19Sep 20Sep 21Sep 22Sep 23Sep 24yesterdaynow · 2:27 PM ET
  1. 1

    Stifel analyst reiterates buy rating ahead of earnings

    Stifel analyst Brian Chin reiterated his buy rating and $1,500 price target on Micron. While noting Wall Street expects 350% sales growth to $51 billion and 10x earnings growth in the quarter, Chin warned investors should expect more modest upside beats going forward as Micron shifts to locked-in pricing agreements with supply partners.

    “the durability of this memory upcycle continues to be under-appreciated…”
    — Stifel analyst Brian Chin
    1. 2 outlets Why Was Micron Technology Stock Up Today?

      first by Yahoo Finance, 8d ago · also Barron's

      4 more headlines
    2. 1 outlet Micron Faces Short Pressure Ahead Earnings, Analysts Reaffirm Buy Consensus

      first by Benzinga, 2d ago

  2. background

    Micron stock jumps 5.5% on supply outlook — Micron Technology stock rose roughly 5.5% on Thursday following Intel's warning, as investors reacted positively to forecasts that the memory supply crunch will persist and worsen. The company, which has benefited from AI data center buildout and now has pricing power alongside Samsung and SK Hynix, reported strong fiscal Q3 2026 results with 84.6% GAAP gross margin.

  3. background

    Intel CEO warns memory shortage will worsen — At a company conference, Intel CEO Lip-Bu Tan stated that memory production capacity is very limited and the situation will deteriorate further next year, signaling ongoing supply constraints across the chip industry.

Also covered reported alongside — the timeline has no entry for these yet

  1. 3 outlets Micron's Stock Could Easily Double (NASDAQ:MU)

    first by Seeking Alpha, 4d ago · also Yahoo Finance, The Motley Fool

    1 more headline
  2. 1 outlet Micron Is Still 22% Below Its All-Time High Heading Into Earnings -- Buying Opportunity or Warning Sign?

    first by Yahoo Finance, 8d ago

    2 more headlines
  3. 1 outlet Micron Stock Is Back Above $1,000. Is a Stock Split Coming?

    first by Yahoo Finance, 4d ago

    1 more headline

and 3 smaller pieces