MICRON TECHNOLOGY INC(MU)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
MICRON TECHNOLOGY INC (MU) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores MU at 86.2/100 on a 32-signal composite quality model, placing it at rank #4 of 2,961 stocks — the top 1% of the AI-ranked universe. MU scores in the top quartile across balance sheet strength (99.3), profitability (98.5), revenue scale (98.4). Shareholder dilution risk is elevated at 35.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), MICRON TECHNOLOGY INC reports quarterly revenue of $41.5B, net income of $28.2B, free cash flow of $17.6B. Top institutional holders of MU by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. MU trades on the Nasdaq exchange and files with the SEC under CIK 723125. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MU daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MICRON TECHNOLOGY INC directly from SEC EDGAR.
AI Quality Score
86.2/100
AI Rank
#4
Revenue
$41.5B
Net Income
$28.2B
Free Cash Flow
$17.6B
MU key financials by period
MICRON TECHNOLOGY INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$37.4B
$8.5B
26.1%
FY 2024
10-K
$25.1B
$778.0M
5.2%
FY 2023
10-K
$15.5B
$-5.8B
-37.0%
FY 2022
10-K
$30.8B
$8.7B
31.5%
FY 2021
10-K
$27.7B
$5.9B
22.7%
FY 2020
10-K
$21.4B
$2.7B
14.0%
Institutions holding MU
Institutional investors reporting a position in MICRON TECHNOLOGY INC on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-06-25 — Q3 FY2026 (quarter ended May 28, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Micron's Q3 revenue surged 346% YoY to $41.5B on exceptional DRAM (+343%) and NAND (+361%) growth driven by AI-fueled demand and supply constraints, with gross margin expanding to 85%.
Biggest Revenue Drivers
DRAM$31.3B+343% YoY
Low-260% range increase in average selling prices and low-20% range increase in bit shipments.
NAND$9.9B+361% YoY
Mid-310% increase in average selling prices and low-double-digit increase in bit shipments.
Biggest Revenue Drivers
Total revenue: $41.5B+346% YoY
DRAM$31.3B+343% YoY
Low-260% range increase in average selling prices and low-20% range increase in bit shipments.
Within DRAM
Cloud Memory Business Unit (CMBU)$13.8B+307% YoY
Focused on hyperscale cloud customers and HBM for data center, increased by average selling prices and bit shipments.
Core Data Center Business Unit (CDBU)$11.5B+653% YoY
Focused on mid-tier cloud, enterprise, and OEM data center customers; increased by average selling prices and bit shipments.
NAND$9.9B+361% YoY
Mid-310% increase in average selling prices and low-double-digit increase in bit shipments.
Largest Expense Items
Cost of goods sold$6.4B+10% YoY
As percentage of revenue declined to 15% from 62% YoY, reflecting strong pricing and manufacturing efficiency.
Research and development$1.3B+36% YoY
Higher volumes of development and pre-qualification wafers and increased employee compensation.
Selling, general, and administrative$407M+28% YoY
Primarily due to increases in employee compensation.
Margins: Consolidated gross margin expanded dramatically to 85% in Q3 2026 from 38% YoY, driven by significant increases in average selling prices for both DRAM and NAND, favorable product mix, continued strong execution, and manufacturing cost reductions. The filing states margins benefited primarily from ASP increases amid constrained industry supply driven by AI demand.
Watch Items from the Filing
Strategic customer agreements with take-or-pay terms and multi-year commitments expose Micron to volume/delivery obligations; $22B expected cash deposits and commitments could constrain flexibility.
One customer represented 10% of Q3 revenue (primarily CMBU); concentration risk could impact results if major customer reduces demand.
Effective tax rate increased to 14.8% YoY from 11.5%, primarily due to Singapore's Pillar Two implementation offsetting tax incentive benefits; OBBBA tax changes uncertain.
CAC ban on Micron sales to Chinese critical infrastructure continues to impact revenue; further Chinese government actions could restrict operations.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
