Ascend Research

MU earnings

Analysis, not advice
Next print
2026-09-22
cons 31.29 EPS / 50.39B rev
The desk's graded verdict
intactgraded 2026-06-26
PASSHBM revenue trajectory

HBM4, built on 1-beta DRAM technology, is in high-volume shipments for our lead customer's platform, and qualification samples have been shipped to multiple end-customers.

PASSGross margin trajectory

Gross margin — 84.6% — Percent of revenue

2 more resolved criteria + the full narrative on the deskfree trial · no card

Educational analysis, not a personalised recommendation. See all covered names on the earnings calendar · part of our public track record.