Micron will release its fiscal fourth-quarter earnings report after the market closes on September 30.
Analysts forecast earnings of $31.43 per share. Revenue is expected to reach approximately $50.82 billion. Massive demand for high-bandwidth memory (HBM) in AI servers drives these projections.
Shortages in the HBM market are expected to persist. Previous quarterly results consistently exceeded expectations, boosting investor optimism. Analysts suggest this report could push shares to new highs following strong performance in 2026.
Potential risks include elevated market expectations and supply chain disruptions. This report serves as a key indicator for the sustainability of the AI-driven memory boom.