Micron Reports Another Dazzling Earnings Quarter. The Stock Isn’t Moving. - Barron's — SkimNews
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- Micron beat Q4 estimates on both top and bottom lines while issuing a strong Q1 outlook.
- Micron's DRAM revenue surged 343% year-over-year amid an ongoing RAM shortage, even as the stock barely moved on the blowout quarter.
Why it matters: A 343% YoY DRAM revenue surge shows Micron is riding a severe RAM shortage to outsized pricing power, but the flat stock reaction despite a clean beat and raised outlook underscores the widening gap between memory-chip fundamentals and investor positioning heading into the next quarter.
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