What is the 13F Pro Quality Score for MU?

13F Pro ranks MICRON TECHNOLOGY INC (MU) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View MU's current score at https://13fpro.ai/research/MU (free sign-up required for the full ranking).

Where does 13F Pro source MU data?

All MICRON TECHNOLOGY INC fundamentals and ownership data come directly from SEC EDGAR. MICRON TECHNOLOGY INC files with the SEC under CIK 723125. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is MU in?

MICRON TECHNOLOGY INC (MU) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives MU's revenue?

Per MICRON TECHNOLOGY INC's latest 10-Q filed with the SEC on 2026-06-25, the biggest revenue drivers are: DRAM ($31,328M, +343% YoY); NAND ($9,943M, +361% YoY); Other (primarily NOR) ($185M, +147% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/MU.

What are MU's largest expenses?

MICRON TECHNOLOGY INC's latest 10-Q reports these as the largest expense items: Cost of goods sold ($6,400M, +10% YoY); Research and development ($1,316M, +36% YoY); Selling, general, and administrative ($407M, +28% YoY). Sourced directly from SEC EDGAR filing text for Q3 FY2026 (quarter ended May 28, 2026).

How often is MU research updated on 13F Pro?

MU's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

MICRON TECHNOLOGY INC(MU)Stock Analysis

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13F Pro Quality Score

88.4/100

Rank #4 of 2,879 stocksTOP 1%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

95.8/100

Profitability

95.6/100

Balance Sheet

99.7/100

Earnings Quality

30.0/100

Free Cash Flow

86.7/100

Institutional Flow

80.3/100

Revenue Scale

98.6/100

Dilution Risk

36.7/100

MU Stock Analysis & AI Quality Score

AI stock analysis and institutional research for MICRON TECHNOLOGY INC (MU), a Technology sector company. 13F Pro's AI-powered ranking engine scores MU at 88.4/100 on a 32-signal composite quality model, placing it at rank #4 of 2,879 stocks — the top 1% of the AI-ranked universe. MU scores in the top quartile across balance sheet strength (99.7), revenue scale (98.6), revenue growth (95.8). Areas of concern include earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 36.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q3 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 Swedbank AB, WEALTH ENHANCEMENT ADVISORY SERVICES,, Czech National Bank, 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. MICRON TECHNOLOGY INC's 13F Pro composite quality score has ranged between 8 and 89 since 2021, currently 88.4 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about MICRON TECHNOLOGY INC

Quirks, history, and lore behind MU — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. semiconductor company · large-cap · listed on Nasdaq · headquartered in Idaho, of all places.
2
The Numbers
Annual revenue in the range of $15–25 billion depending on the memory cycle — this industry's boom-bust swings make roller coasters look stable.
3
The History
Founded in 1978 by a group of engineers in a dentist's office, it grew into one of only a handful of companies worldwide capable of making cutting-edge memory chips.
4
The Secret
It is one of the last American-owned manufacturers of DRAM and NAND flash memory — a market otherwise dominated by South Korean giants.
5
The Lore
Its Crucial brand sells RAM upgrades to everyday consumers, while its enterprise chips quietly live inside data centers, smartphones, and AI servers worldwide.
6
The Giveaway
If you've ever upgraded your laptop's RAM or bought an SSD, there's a good chance a chip stamped with this Boise-born brand was inside.

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What's Driving MU's Business? Latest 10-Q Breakdown

✓ 31/31 datapoints verified

AI-extracted from MICRON TECHNOLOGY INC's 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 revenue surged 346% YoY to $41.5B in Q3 2026, driven by AI-fueled data center demand and extreme ASP increases of 260% for DRAM and 310% for NAND, with gross margin expanding to 85%.

Biggest Revenue Drivers

Total revenue: $41,456M+346% YoY

DRAM$31,328M+343% YoY

Low-260% range increase in average selling prices and low-20% range increase in bit shipments, driven by AI-driven data center demand.

NAND$9,943M+361% YoY

Mid-310% increase in average selling prices and low-double-digit increase in bit shipments.

Other (primarily NOR)$185M+147% YoY

Largest Expense Items

Cost of goods sold$6,400M+10% YoY

Gross margin of 85% reflects improvements in both DRAM and NAND margins driven by increased ASPs, strong execution, and favorable mix.

Research and development$1,316M+36% YoY

Higher volumes of development and pre-qualification wafers and increases in employee compensation.

Selling, general, and administrative$407M+28% YoY

Increases in employee compensation.

Margins: Gross margin expanded dramatically to 85% in Q3 2026 from 38% in Q3 2025, primarily due to substantial increases in average selling prices for both DRAM and NAND products, favorable product mix, manufacturing cost reductions, and continued strong execution.

Watch Items from the Filing

One customer represents 10% of revenue for nine months 2026 (down from 16% in prior year), primarily in CMBU segment. Concentration risk persists despite diversification.
Strategic customer agreements with take-or-pay commitments total ~$5B in remaining performance obligations as of May 28, 2026, of which $422M is contract liability. Pricing floor at ~Q2 2026 market levels protects upside but constrains flexibility.
TAO impacts: CAC cybersecurity ban on Micron products in China restricts revenue from critical infrastructure operators; further government actions could expand impact.
Netlist patent litigation: jury verdict of $425M for '912 patent and $20M for '417 patent in E.D. Tex; Micron filed appeals. USPTO invalidated both patents in final written decisions; Federal Circuit appeals pending could eliminate liability.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q3 2026

$41.5B

Net Income

Q3 2026

$28.2B

Free Cash Flow

Q3 2026

$17.6B

ROIC

Q3 2026

31.5%

D/E Ratio

Q3 2026

0.06

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+48.9% YoY

$37.38BFY 2025

FY22 $30.76BFY23 $15.54BFY24 $25.11BFY25 $37.38B

Net Income

+997.6% YoY

$8.54BFY 2025

FY22 $8.69BFY23 $-5.83BFY24 $778.0MFY25 $8.54B

Operating Income

+649.2% YoY

$9.77BFY 2025

FY22 $9.70BFY23 $-5.75BFY24 $1.30BFY25 $9.77B

EPS (Diluted)

+984.3% YoY

$7.59FY 2025

FY22 $7.75FY23 $-5.34FY24 $0.70FY25 $7.59

Total Assets

+19.3% YoY

$82.80BFY 2025

FY22 $66.28BFY23 $64.25BFY24 $69.42BFY25 $82.80B

Total Debt

+8.8% YoY

$14.58BFY 2025

FY22 $6.91BFY23 $13.33BFY24 $13.40BFY25 $14.58B

Op. Cash Flow

+106.0% YoY

$17.52BFY 2025

FY22 $15.18BFY23 $1.56BFY24 $8.51BFY25 $17.52B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$37.38B +48.9%	$25.11B +61.6%	$15.54B -49.5%	$30.76B +11.0%	$27.70B +29.3%	$21.43B
Net Income	$8.54B +997.6%	$778.0M +113.3%	$-5.83B -167.1%	$8.69B +48.2%	$5.86B +118.1%	$2.69B
Operating Income	$9.77B +649.2%	$1.30B +122.7%	$-5.75B -159.2%	$9.70B +54.4%	$6.28B +109.2%	$3.00B
EPS (Diluted)	$7.59 +984.3%	$0.70 +113.1%	$-5.34 -168.9%	$7.75 +50.8%	$5.14 +116.9%	$2.37
Total Assets	$82.80B +19.3%	$69.42B +8.0%	$64.25B -3.1%	$66.28B +12.6%	$58.85B +9.6%	$53.68B
Total Debt	$14.58B +8.8%	$13.40B +0.5%	$13.33B +93.0%	$6.91B +1.9%	$6.78B +2.0%	$6.64B
Operating Cash Flow	$17.52B +106.0%	$8.51B +445.7%	$1.56B -89.7%	$15.18B +21.8%	$12.47B +50.1%	$8.31B

AI Insight: MU Financial Trends

Micron's revenue and profitability have exploded—Q2 2026 revenue hit $41.5B, up 346% from Q3 2024, with operating margins soaring to 80.4%.

• Revenue surged from $7.75B (Q3 2024) to $41.46B (Q2 2026), a 435% increase in 6 quarters.

• Operating margin expanded dramatically: 19.6% (Q3 2024) → 80.4% (Q2 2026).

• Operating cash flow grew 643% from $3.4B (Q3 2024) to $25.4B (Q2 2026).

• Total debt halved from $13.4B (Q3 2024) to $5.7B (Q2 2026) while equity nearly doubled to $100.7B.

⚠ Verify sustainability of Q1–Q2 2026 spike: prior quarters show more modest growth. Validate demand drivers.

AI Insight: MU Ratio Trends

Micron's profitability metrics have surged dramatically through Q2 2026, with operating margin nearly quadrupling from Q3 2024 levels and ROE exceeding 112% — signaling exceptional cyclical strength in memory markets.

• Operating margin expanded from 19.6% in Q3 2024 to 80.4% in Q2 2026; net profit margin climbed from 11.5% to 68.1% over same period.

• Return on equity accelerated from 7.9% in Q3 2024 to 112.2% in Q2 2026; ROA jumped from 5.1% to 84.2%.

• Debt-to-equity ratio improved to 0.06 in Q2 2026 from 0.30 in Q3 2024, reflecting aggressive deleveraging alongside margin expansion.

⚠ Exceptional Q1–Q2 2026 returns (ROE 76–112%, ROIC 78%) likely reflect cyclical peak; sustainability depends on sustained memory demand.

⚠ ROIC data missing for Q2 2026; unable to confirm whether capital returns tracking profitability gains or masking working-capital volatility.

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Available Research

13F Pro tracks comprehensive data for MICRON TECHNOLOGY INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of MU

Swedbank AB
$2.7B2,378,237 sh
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$580.0M623,933 sh
Czech National Bank
$370.5M320,996 sh
Tensor Edge Capital, LLC
$313.0M271,199 sh
AEGON ASSET MANAGEMENT UK PLC
$291.0M252,108 sh
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS
$287.5M249,086 sh
PensionDanmark Pensionsforsikringsaktieselskab
$252.1M218,417 sh
QRG CAPITAL MANAGEMENT, INC.
$250.0M216,617 sh
SALEM INVESTMENT COUNSELORS INC
$205.5M178,055 sh
ZEVENBERGEN CAPITAL INVESTMENTS LLC
$200.8M173,965 sh

Fund	Value	Shares
Swedbank AB	$2.7B	2,378,237
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$580.0M	623,933
Czech National Bank	$370.5M	320,996
Tensor Edge Capital, LLC	$313.0M	271,199
AEGON ASSET MANAGEMENT UK PLC	$291.0M	252,108
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$287.5M	249,086
PensionDanmark Pensionsforsikringsaktieselskab	$252.1M	218,417
QRG CAPITAL MANAGEMENT, INC.	$250.0M	216,617
SALEM INVESTMENT COUNSELORS INC	$205.5M	178,055
ZEVENBERGEN CAPITAL INVESTMENTS LLC	$200.8M	173,965

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Is MU a good stock to buy?

13F Pro's AI-powered analysis of MICRON TECHNOLOGY INC (MU) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MU are available on the MU stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own MU?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MU. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of MICRON TECHNOLOGY INC's investment landscape.