Zacks Investment Ideas feature highlights: Micron Technology

Micron Technology reports quarterly earnings on September 30, 2026, with consensus estimates projecting $50.9 billion in sales—a 350% year-over-year jump—and earnings per share of $31.45. DRAM sales are forecast at $38.3 billion, up 330% year-over-year, while NAND revenue is expected to hit $12.3 billion, a 435% year-over-year surge.

The company has a track record of beating analyst estimates and continues to benefit from robust AI infrastructure demand alongside favorable memory pricing dynamics. The growth trajectory reflects sustained strength in both major product segments, with NAND outpacing DRAM on a percentage basis despite a smaller absolute revenue contribution.

Zacks Investment Research highlighted MU as a feature idea ahead of the report, underscoring the heightened investor attention around the print.