Company Dossier · Information Technology
Micron Technology
- S&P 500
- S&P 100
- Nasdaq-100
- Russell 1000
What Micron Technology is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to September 3, 2026: $133 billion, up 256% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to September 3, 2026: $59.0 billion, up 3431% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to September 3, 2026: $30.7 billion, up 94% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to September 3, 2026: $0.65 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (September 30, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Latest annual report (filed October 9, 2026): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $134 million on the open market.SEC Form 4
- 3,920 institutional managers reported a position at June 30, 2026 (+898 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 408 (322 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 1 — latest OSHA inspection, Apr 28, 2026 →
Company Posture
How Company Posture is measured →What Micron Technology is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Hedging
Expanding ↔ Retrenching
Expanding
- Capital spending83rd pct
- Debt raised—
- Buybacks vs capex75th pct
- Hiring filings82nd pct
- Deals and private raises48th pct
- Patent publications85th pct
Confident ↔ Hedging
Hedging
- Call sentiment19th pct
- Call confidence23rd pct
- Guidance changes37th pct
- Risk factors added35th pct
- Insider open-market trades39th pct
- − Call sentiment
- − Call confidence
- − Guidance changes
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver95th pct
- Stress filings49th pct
Credit
How these are built →Micron Technology's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$5.7B
- Due within a year $1.0B
- Longer term $4.7B
- Default point $3.3B (short + ½ long)
Finance leases included · Sep 3, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Apr 24, 2025 | $500M | 5.650% | 2032 (8y) | +158bp | 5.695% |
| Apr 24, 2025 | $1.25B | 6.050% | 2032 (8y) | +175bp | 6.063% |
| Jan 13, 2025 | $1B | 5.800% | 2035 (10y) | +102bp | 5.814% |
| Jan 10, 2024 | $1B | 5.300% | 2031 (7y) | +130bp | 5.312% |
From the pricing term sheets Micron Technology filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Micron Technology, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralMicron Technology: Not At Its Peak, At Least Not Yet (NASDAQ:MU)
seekingalpha.com · via Marketaux · Oct 7, 2026
- PositiveKOSPI Rebounds as Micron Technology Boosts Semiconductor Stocks
gurufocus.com · via Marketaux · Oct 1, 2026
- NeutralQ4 2026 Micron Technology, Inc. Post Earnings Analyst Call Transcript
gurufocus.com · via Marketaux · Oct 1, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (HILL EAST GROUP, LLC)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (AVOQ, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (BELLWETHER GOVERNMENT AFFAIRS LLC)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (MICRON TECHNOLOGY, INC.)third_quarter 2026 · $0.7 million
- Oct 20, 2026LobbyingLobbying report (AKIN GUMP STRAUSS HAUER & FELD)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 20, 2026PatentPatent granted: SMOOTH RTT TRANSITIONUS 12770677
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 15, 2026LobbyingLobbying report (BELLWETHER GOVERNMENT AFFAIRS LLC)third_quarter 2026
- Oct 9, 202610-KAnnual report (10-K)1 risk factors added, 0 removed
- Aug 26, 20268-KDirector or officer changeItem 5.02
- Jul 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (AVOQ, LLC)second_quarter 2026 · $0.1 million
- Jun 11, 2026Trademark
- Jun 11, 2026Trademark
- Jun 11, 2026Trademark
- Jun 11, 2026Trademark
- Jun 11, 2026Trademark
- Jun 9, 20268-KDirector or officer changeItem 5.02
- Apr 28, 2026Risk event
- Jan 21, 20268-KShareholder vote resultsItem 5.07
- Oct 21, 20258-KDirector or officer changeItem 5.02
- Oct 3, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Apr 29, 20258-KMaterial agreement signedItem 1.01
- Mar 12, 20258-KMaterial agreement signedItem 1.01
- Mar 12, 20258-KMaterial agreement terminatedItem 1.02
- Mar 5, 20258-KDirector or officer changeItem 5.02
- Jan 21, 20258-KMaterial agreement signedItem 1.01
- Jan 21, 20258-KMaterial agreement terminatedItem 1.02
- Jan 21, 20258-KDirector or officer changeItem 5.02
- Jan 21, 20258-KShareholder vote resultsItem 5.07
- Jan 16, 20258-KMaterial agreement signedItem 1.01
- Dec 10, 20248-KMaterial agreement signedItem 1.01
- Oct 30, 20248-KDirector or officer changeItem 5.02
- Oct 4, 202410-KAnnual report (10-K)1 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Broadcom Inc. AVGO | $89.1B | $39.4B | Aug 2, 2026 |
| NVIDIA Corporation NVDA | $303B | $127B | Jul 26, 2026 |
| Intel Corporation INTC | $57.0B | $2.8B | Jun 27, 2026 |
| Qualcomm Inc. QCOM | $44.1B | $10.4B | Jun 28, 2026 |
| Advanced Micro Devices AMD | $41.3B | $8.4B | Jun 27, 2026 |
| Texas Instruments TXN | $19.4B | $5.4B | Jun 30, 2026 |
| Analog Devices ADI | $13.9B | $4.9B | Aug 1, 2026 |
| NXP Semiconductors NXPI | $12.6B | $2.7B | Mar 29, 2026 |