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Stephanie Link: Micron Technology revenue and EPS jump as all end markets rise

Stephanie Link: Micron Technology revenue and EPS jump as all end markets rise
Micron revenue surges across all segments

Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights Micron Technology's performance with revenue up 379% year over year, EPS increasing by 1002%, gross margin rising by 90.4%, and operating margin up 47%. Cloud, Core Data Center, Mobile/Client, and Auto segments all reported triple-digit or higher growth.

Strategy's guidance indicates that 2027 will be stronger than 2026, with memory and storage supply/demand projected to be much tighter through 2028, signaling ongoing pricing strength. Customer agreements rose to 26 from 16 quarter over quarter.

Link has previously pointed to continued strong data center investment from Microsoft and peers, noting positive sector effects in a recent note. She also reported on Target naming former Hilton marketing chief Mark Weinstein as its new chief marketing and guest experience officer in another update.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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