Micron Technology(US:MU) Ge Long Hui·2025-09-24 08:21Core Insights - Micron Technology (MU.US) shares rose over 2% pre-market, reaching $169.8 [1] - The company reported a 46% year-over-year revenue increase for Q4 FY2025, totaling $11.32 billion, with adjusted EPS up 156.8% to $3.03, exceeding expectations and prior guidance [1] - Micron's HBM revenue reached a record high for a single quarter, with cloud storage business (CMBU) revenue at $4.543 billion, a 213.5% year-over-year increase [1] - The company provided an optimistic Q1 FY2026 revenue guidance of $12.2 billion to $12.8 billion, which would set a new record, with adjusted EPS expected between $3.60 and $3.90 [1] - CEO Sanjay Mehrotra indicated that the HBM customer base has expanded to six clients, with expectations that all HBM products for next year will be fully ordered in the coming months [1]