CHARGED ALPHA
Stock Analysis
MU Technology Latest YouTube: Q2 FY2026

Micron Technology

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q2 FY2026
Podcast available
Yes
Current price
$981.61
-17.09 (-1.71%)
Trailing / Forward P/E
46.30x
Forward: 8.75x
Market cap / Volume
Volume:
Revenue / Earnings Growth
196.3%
Earnings: 756.0%
Margins
67.6% op
Gross: 58.4% · Net: 41.5%
Balance sheet
2.90x current
Debt / Equity: 14.9
52-week range / Beta
$103.38 - $1089.29
Beta: 2.17
Analyst target
$828.73
Upside: -15.6%
Cash / shareholder return
0.26% FCF yield
Dividend yield: 0.05%

Company context

Industry: Semiconductors
Country: United States
Employees:
Price to book: 15.28x
Return on equity: 39.8%
Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally. It operates through the Cloud Memory Business Unit; Core Data Center Business Unit; Mobile and Client Business Unit; and Automotive and Embedded Business Unit segments. The company provides memory products, including dynamic random access memory components and modules, CXL-based memory, LPDDR components and modules, graphics memory, high-bandwidth memory, and data center memory products; multichip packages (MCP) comprising embedded multimedia card-based, universal flash storage-based, and NAND-based MCPs; and technology leadership products that include 1y DRAM and G9 NAND technologies. It also offers storage products, such as data center solid-state drives (SSD), client SSD storage, and auto and industrial SSD storage; managed NAND; NAND flash; NOR flash; and memory cards. In addition, the company provides design tools, including FBGA and part decoders; DRAM power calculators; NAND power calculators; simulation models; chipset compatibility guides; serial presence-detection tools; cross-reference tools; UFSparm; SSD firmware; software and drivers; storage executive software; and obsolete part catalogs. It markets its semiconductor memory and storage products under the Micron and Crucial brands. The company serves the data center, PC, graphics, networking, automotive, industrial, and consumer embedded markets, as well as the smartphone and other mobile-device markets. It sells its products through its direct sales force, independent sales representatives, distributors, and retailers; web-based customer direct sales channel; and channel and distribution partners. Micron Technology, Inc. was founded in 1978 and is headquartered in Boise, Idaho.

Price chart

Market context for MU

Competitive view

MU vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Micron Technology latest YouTube video thumbnail YouTube
Micron Technology
MU
Latest video
Q2 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Intel Corporation latest YouTube video thumbnail YouTube
Intel Corporation
INTC
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Salesforce latest YouTube video thumbnail YouTube
Salesforce
CRM
Latest video
Q1 FY2027
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
MU
$1.11T
Micron Technology
INTC
$626.09B
Intel Corporation
CRM
$135.86B
Salesforce
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
MU
46.3x
Micron Technology
INTC
Intel Corporation
CRM
19.2x
Salesforce
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
MU
8.8x
Micron Technology
INTC
80.8x
Intel Corporation
CRM
10.7x
Salesforce
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
MU
196.3%
Micron Technology
INTC
7.2%
Intel Corporation
CRM
13.3%
Salesforce
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
MU
756.0%
Micron Technology
INTC
Intel Corporation
CRM
52.2%
Salesforce
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
MU
67.6%
Micron Technology
INTC
6.9%
Intel Corporation
CRM
21.8%
Salesforce
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
MU
58.4%
Micron Technology
INTC
37.2%
Intel Corporation
CRM
77.6%
Salesforce
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
MU
41.5%
Micron Technology
INTC
-5.9%
Intel Corporation
CRM
18.7%
Salesforce
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
MU
39.8%
Micron Technology
INTC
-2.9%
Intel Corporation
CRM
16.9%
Salesforce
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
MU
0.3%
Micron Technology
INTC
-1.3%
Intel Corporation
CRM
12.2%
Salesforce
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
MU
14.90x
Micron Technology
INTC
36.03x
Intel Corporation
CRM
124.28x
Salesforce
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
MU
2.90x
Micron Technology
INTC
2.31x
Intel Corporation
CRM
0.79x
Salesforce
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
MU
2.17
Micron Technology
INTC
2.23
Intel Corporation
CRM
1.15
Salesforce
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
MU
0.1%
Micron Technology
INTC
Intel Corporation
CRM
1.0%
Salesforce
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
MU
-15.6%
Micron Technology
INTC
-25.2%
Intel Corporation
CRM
53.9%
Salesforce

Episode timeline

Episode archive for MU

Each row is one earnings episode with every verified platform link available.

Q2 FY2026
Episode live
Published youtube complete
Charged Alpha | Micron Technology (MU) | Q2 FY2026 Earnings Deep Dive
Quarterly earnings-analysis entry for Micron Technology. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
Published youtube complete
MU Q1 2026 earnings analysis
Quarterly earnings-analysis entry for Micron Technology. Use the links on the right to open the video or podcast episode.