A research filter, not a predictor — not financial advice. Grades rank growth stocks on evidence-based quality signals from end-of-day data; they are not buy/sell calls or price forecasts. Always do your own research.

Micron Technology, Inc. MU

Strong Semiconductors sector · Memory maker (DRAM/NAND) riding the AI demand for high-bandwidth memory — cyclical.

🗓 Reports earnings in 78 days (2026-12-23) — calendar context, not a prediction.

Micron Technology, Inc. (MU) is an established Semiconductors company, graded Strong on FrontierLab's evidence-based quality rubric (data as of 2026-10-05). Revenue grew 256.3% year-over-year at a 80.7% gross margin. Gross-profits-to-assets is 0.55; Rule of 40 is 331.3. Net share issuance 2% YoY (modest issuance). 1 risk flag is noted below. Analyst mix: 53 buy / 4 hold / 1 sell. Track record: 55% of Strong-graded names beat the S&P over 63 sessions (95% CI 38–72%, N=29). Median excess vs the S&P was +2.2%.

These sentences are generated from the day's data by deterministic templates.

Key quality signals

Revenue growth (YoY)	256.3%
Gross margin	80.7%
Gross profits / assets	0.55
Rule of 40	331.3
Net margin	75%
Cash runway (months)	—
PEG	—
Price / sales	9.1

Quality checklist

Each line is one quality test behind the grade — ✓ passed · ~ borderline · ✗ failed. Hover a metric in the tables below for what it means.

✓ Revenue growth — 256.3% (pass ≥ 20%)
✓ Gross profits / assets — 0.55 (pass ≥ 0.33)
· Rule of 40 — 331.3 (context — graded for software only)
✓ Gross margin — 80.7% (pass ≥ 50% · Semiconductors)
✓ Cash generation
~ Share dilution — 2%
~ Competitive moat — Narrow
✓ Market size (TAM) — Large

Grade history

Graded Strong since 2026-06-10 — no grade changes recorded yet.

How have Strong-graded names performed?

The forward returns of all Strong-graded names since each grade was recorded — the bucket this name currently sits in, not a forecast of this individual stock.

Window	Forward record vs the S&P	Median
~1 month	50% of Strong-graded names beat the S&P over 21 sessions (95% CI 33–67%, N=30).	Median excess vs the S&P was +0.9%.
~3 months	55% of Strong-graded names beat the S&P over 63 sessions (95% CI 38–72%, N=29).	Median excess vs the S&P was +2.2%.
~6 months	building — 46 more sessions needed

How have this name's flags scored?

Flag	N	Mean excess vs S&P
Hyper-expansion — assets up ~137% in a year; aggressive expanders have historically lagged.	sample still too small to report (need ≥ 8)

These per-flag figures are observational — a flag firing is not a randomized assignment, so any edge can reflect what kind of names trip a flag, not the flag itself. Descriptive, not causal.

Scope: these are forward returns vs the S&P among names still covered at each horizon's end, within the curated universe — not a survivorship-clean whole-market backtest. Names later dropped from coverage are counted as attrition (not hidden), and single-session moves beyond ±300% are treated as split/data artifacts and excluded. How this is measured → · Full track record →

How it compares

Revenue growth: higher than most Semiconductors peers (N=6)

Gross profits / assets: higher than most Semiconductors peers (N=6)

Gross margin: higher than most Semiconductors peers (N=6)

Coarse same-sector, same-stage context — not a percentile or rank. GP/A is graded on its absolute level, not position.

Fundamentals

Market cap	$1.21T
Stage	Established
Share issuance (YoY)	2% · modest issuance
Moat	Narrow
TAM	LARGE
P/E (trailing)	14.5
EPS (trailing)	$74.22
Burn multiple	—
Gross-margin trend (pts)	40.9
Cash / assets	0.22
Accruals (%)	-3.4%
Net debt / EBITDA	-0.3
Statements as of	Q4 FY2026 · filed 2026-09-30

Momentum context — describes the past, not a signal

52-week range

$179.61$1255

Low reached Oct 10, 2025 · high reached Jun 25, 2026 — by daily close.

Price	$1074.89 (as of 2026-10-02)
Last session move	—
% off 52-wk high	-14.4%
RSI (14)	59
Relative volume	1×

Risk flags

Hyper-expansion — assets up ~137% in a year; aggressive expanders have historically lagged.

Positive signals

Growth accelerating — revenue growth sped up ~208 points year-on-year; acceleration is an early fundamental tell (annual data, so it's coarse).

Insider activity (90 days)

Cluster buyers	0
Sellers	3

Insider selling is routine diversification, not a bearish signal.

Analyst mix

Strong buy	18
Buy	35
Hold	4
Sell	1
Strong sell	0

Ratings are context, not a price target. "Momentum" = how the mix changed over recent weeks, not a forecast.

From the headlines

Micron noted as undervalued despite strong earnings; retail investor focus amid tech sector activity.

AI take — daily, AI-generated

AI leans mixed

Micron's 256% growth and 80.7% margins are exceptional, but 13% dilution and extreme growth rates suggest valuation risk and sustainability questions.

Generated by an AI model from the day's news — an opinion for context only. Not financial advice, not a recommendation, and not a price target.

Similar Semiconductors names

Broadcom Inc.Lam Research CorporationTaiwan Semiconductor Manufacturing Company LimitedArm Holdings plc American Depositary SharesASML Holding N.V.

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Data as of 2026-10-05 08:19 (end-of-day). How grades are computed →