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MUBullishResearch Analysisnews

High materiality8/10

Micron Margin Growth, SCAs Could Lift MU Valuation

Aug 25, 2026, 9:46 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Sustained high margins and durable demand from SCAs can drive higher earnings power and multiple expansion, especially if the AI memory cycle remains strong. Similar episodes in semis where margin floors supported ahead of demand inflections have led to upside re-ratings; risk includes SCAs capping upside and potential memory-price volatility.

AI summary

What happened, with direct paths to the underlying reporting

MU's fundamentals remain robust as AI-driven memory demand powers margins and cash flow. The company has 16 multiyear SCAs that set a floor while potentially capping upside if prices spike. With an 86% gross margin forecast next quarter, MU could re-rate if results sustain this trajectory.

MU: 12-month op margin 66% and OCF margin 57%; revenue +167% YoY.
16 multiyear SCAs create demand floor but may cap upside.
P/E 21.6 vs S&P 500 23.2; P/S 12.1 vs 3.3.
Forecast gross margin next quarter around 86%.
Stock about 20% below 52-week high; momentum remains.

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