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Story summary
- Micron Technology will release its fiscal 2026 Q4 results on Sept. 30, testing its stock rally.
- Micron shares have risen 279% in 2026 and 31% since early August.
- Consensus expects Q4 revenue of $51.2 billion, a 352% year-over-year increase.
- Analysts forecast EPS of $31.59, above the $31.00 midpoint guidance.
- Citi projects 2027 DRAM demand to grow 30%, outpacing 19% supply growth.
