Micron (MU) Reports Q1 Earnings: What Key Metrics Have to Say

Core Insights - Micron reported a revenue of $13.64 billion for the quarter ended November 2025, marking a 56.7% increase year-over-year and exceeding the Zacks Consensus Estimate of $12.72 billion by 7.26% [1] - The company's EPS for the quarter was $4.78, significantly higher than the $1.79 reported in the same quarter last year, and surpassed the consensus estimate of $3.91 by 22.25% [1] Revenue Breakdown by Technology - DRAM revenue reached $10.81 billion, exceeding the average estimate of $10.17 billion from five analysts, representing a year-over-year increase of 68.9% [4] - Revenue from Other technologies (primarily NOR) was $88 million, slightly above the estimated $82.4 million, reflecting a 29.4% increase compared to the previous year [4] - NAND revenue was reported at $2.74 billion, surpassing the average estimate of $2.34 billion, with a year-over-year growth of 22.4% [4] Stock Performance - Over the past month, Micron's shares have returned 1.8%, outperforming the Zacks S&P 500 composite's 1% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]