Compared to Estimates, Micron (MU) Q4 Earnings: A Look at Key Metrics

Core Insights - Micron reported a revenue of $11.32 billion for the quarter ended August 2025, marking a 46% increase year-over-year, with EPS at $3.03 compared to $1.18 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $11.26 billion by 0.47%, and the EPS also surpassed the consensus estimate of $2.86 by 5.94% [1] Revenue Breakdown - DRAM revenue was $8.98 billion, exceeding the average estimate of $8.8 billion, representing a year-over-year increase of 68.7% [4] - Other technology revenue (primarily NOR) was $79 million, above the average estimate of $74.88 million, reflecting a year-over-year growth of 33.9% [4] - NAND revenue was $2.25 billion, slightly below the average estimate of $2.35 billion, showing a year-over-year decline of 4.8% [4] Stock Performance - Micron's shares have returned 41.4% over the past month, significantly outperforming the Zacks S&P 500 composite's 3.6% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]