CluenexMicron Technology MU
Micron Technology scores excellent on business quality (9.1 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Micron Technology does
Micron Technology designs and manufactures memory and storage solutions, selling high-bandwidth memory and flash products primarily to data center operators, smartphone makers, and PC brands.
- What it does best
Micron dominates high-bandwidth memory production with an 80.7% gross margin, significantly outperforming peers like Intel's 38.6% gross margin and AMD's 53.2% gross margin due to advanced packaging technology and deep customer co-design.
- The main risk
The primary threat is extreme cyclicality and potential oversupply if data center expenditure growth slows from projected multi-trillion-dollar targets, risking severe margin compression on massive capital investments.
Quality, check by check
Scored against its own industry, from company filings.
Operating margins hit 74.6% and return on equity reached 91.8%, expanding rapidly as high-margin memory demand scales and converts nearly half of revenue directly into free cash flow.
Advanced manufacturing scale and proprietary high-bandwidth memory technology lock in major hardware enterprises, supported by an operating margin ranking in the top decile of its sector.
Revenue surged to $133.2 billion, achieving a 100th-percentile sector growth ranking and a dramatic acceleration compared to prior years driven by data center memory demand.
Debt-to-equity of 0.04 and a net cash position of $38.3 billion anchor a fortress balance sheet, driving $59.0 billion in free cash flow and getting stronger rapidly.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
3 sold $14.9M outside pre-planned sales.
Our sealed record on MU
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Micron Technology scores excellent on the Cluenex quality check (9.1 of 10), measured against its own industry. Profitability is strong, moat strong, growth fast and financial health strong.
In the last 90 days of SEC Form 4 filings: 3 sold $14.9M outside pre-planned sales.
Dec 15, 2026, after the close.
See MU today
- Today's verdict on MU, and why
- Fair value with cautious, base and optimistic cases
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Cite this page: Cluenex, “Micron Technology (MU)”, https://cluenex.com/stocks/mu/, data as of Oct 10, 2026.