Stock of Micron Surges Another Day
Micron Announces Revised Q4 2025 Guidance, Boosting Earnings Outlook
Micron Technology, a leading semiconductor manufacturer, has announced an updated earnings forecast for its fourth quarter of fiscal 2025. The revised guidance points towards a stronger performance for the company, with a projected revenue of $11.2 billion ± $100 million, a significant increase from the previous forecast of $10.7 billion.
According to the revised guidance, Micron's non-GAAP gross margins are expected to be 44.5% ± 0.5%, an improvement from the previous forecast of 41%. This upward revision is primarily due to improved DRAM pricing and strong operational execution. The company's expected earnings per share for Q4 2025 have been revised to be between $2.57 and $2.71, an increase of $0.35 per share.
Micron's improved pricing environment, especially in DRAM memory chips, and the company's strong market performance and execution in Q4 are likely to contribute to these positive changes. The revised guidance reflects a positive outlook for Micron's earnings, indicating a promising future for the company.
However, it's worth noting that Micron has not yet stated its free cash flow for the year. Despite this, analyst sentiment remains positive, anticipating continued strength in memory markets and Micron's market share gains into 2026.
The updated Q4 2025 guidance for Micron's revenue and gross profit margins could potentially impact the overall semiconductor market. In response to the revised guidance, shares of Micron's semiconductor stock jumped 2.5% this morning.
The revised earnings per share forecast for Micron would raise the consensus estimate for this year's earnings per share to $8.17. Micron is expecting to grow full-year earnings by 600% year over year. The Q4 2025 guidance for Micron's revenue and gross profit margins is currently underway, and investors will be closely watching these developments.
[1] Micron Technology Press Release, Q4 2025 Guidance Update [2] Seeking Alpha, Micron Technology's Q4 2025 Guidance: What to Expect [3] Barron's, Micron's Q4 2025 Guidance: A Closer Look [5] Yahoo Finance, Micron Technology's Q4 2025 Guidance: Analyst Perspectives
- After Micron Technology's revised earnings forecast for Q4 2025, investors might consider allocating funds towards Micron's stock-market investments.
- The positive outlook for Micron's earnings might prompt finance analysts to re-evaluate their technology-sector investments, with a focus on semiconductor manufacturers.
- Given that Micron's earnings per share have been revised, technologies associated with memory markets could become attractive for long-term investing.
