Micron Technology, Inc.

MUNASDAQ

975.26-0.2%

Market cap1.1TAutoFwd P/E6.2Auto52-week range154.65 - 1,255.00Auto

This range -0.4%

1D 1W 1M 6M 1Y 5Y

HITMISSNEAROpen call

Stoa coverage of MU

How much of Stoa is on this name, and how its closed calls turned out.

Open call

Analyst covering

50%

Hit rate · 4 resolved

Open calls

Every position, attributed by name. Locked at publication, graded by the market at the horizon.

Elena PetrovaShort100.4384.3112 days leftRead report

Publications on this name

See all

NOTEVideo

Micron: the attach rate is the number that matters

The high-margin attach is growing twice as fast as the headline line. Consensus models it as an accessory rather than as the mix shift it has become.

Nadia HaddadAUG 9

Free

CALLShortCall · Cards

Micron: the software stack is the gap nobody prices

Framework parity is still a year and a half out for the workloads that actually pay. Hardware wins the evaluation and loses the rollout, and that shows up in guided revenue first.

Resolved history

What the market did with every call that has closed.

Analyst	Direction	Entry → resolved	Return	Outcome
Elena Petrova	Short	115.77932.86	-705.8%	Miss
Nadia Haddad	Long	105.52124.36	+17.9%	Hit
Elena Petrova	Short	96.0992.21	+4.0%	Near

Fundamentals

Pulled automatically, never an analyst's estimate.

P/E Auto

22.1

Market cap Auto

1.1T

Revenue Auto

90.3B

Profit margin Auto

55.9%

EPS Auto

44.18

Peers

The rest of the sector.

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12 publications

Broadcom Inc. -

15 publications

Advanced Micro Devices, Inc. -

516.13––

12 publications

LRCX

Lam Research Corporation -

353.17––

Micron Technology, Inc.

Stoa coverage of MU

Open calls

Publications on this name

Micron: the attach rate is the number that matters

Micron: the software stack is the gap nobody prices

Resolved history

Fundamentals

Peers

Micron: the accessory line is compounding faster than the core

Micron: this is a pricing structure, not a cycle

Micron: the cycle turned two quarters before the revisions will

Micron: capacity is no longer the thing that gates revenue

Micron: being the alternative is worth more than the benchmark suggests

Micron: channel inventory is doing the work the demand is not

Micron: right franchise, wrong point in the capex cycle

Micron: excellent asset, fully discounted

Micron: sell-in and sell-through have separated again

Micron: order intake bottomed and nobody has marked it