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Posted by
Two Blokes Jul 12 -
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Stock
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Micron's HBM revenue surged nearly 50% sequentially, with data center DRAM now comprising the majority of total DRAM sales. Gross margins climbed into the high-30% range, supported by tight inventory discipline that reduced days-on-hand while bit shipments rose double digits. Forward P/E remains under 16x despite EPS projected to grow 50% from ~$7.80 in FY25 to ~$12 in FY26.
