{"id":166342,"date":"2026-08-17T09:31:39","date_gmt":"2026-08-17T12:31:39","guid":{"rendered":"https:\/\/ubirataonline.com.br\/why-it-sees-microns-earnings-exploding-34-a-year\/"},"modified":"2026-08-17T09:31:42","modified_gmt":"2026-08-17T12:31:42","slug":"why-it-sees-microns-earnings-exploding-34-a-year","status":"publish","type":"post","link":"https:\/\/ubirataonline.com.br\/en\/why-it-sees-microns-earnings-exploding-34-a-year\/","title":{"rendered":"Why It Sees Micron\u2019s Earnings Exploding 34% a Year"},"content":{"rendered":"<p><\/p>\n<div data-testid=\"article-body\">\n<div class=\"bodyItems-wrapper\">\n<h3 class=\"text text-block heading text-left neo-font-label-2xl-emphasis  yf-18d6y07\" role=\"heading\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->Quick Read<!-- HTML_TAG_END -->  <\/h3>\n<ul class=\"yf-1jsc1up\">\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->BofA projects Micron could reach $236 EPS by fiscal 2030, a 34% annual earnings growth rate that the market is ignoring.<!-- HTML_TAG_END -->  <\/p>\n<\/li>\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->Micron&#8217;s DRAM revenue surged 343% year over year, powered by HBM which requires 3x the wafer capacity per bit, keeping supply constrained.<!-- HTML_TAG_END -->  <\/p>\n<\/li>\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->Trading at roughly 6x forward earnings, Micron appears undervalued if AI demand extends the memory boom longer than skeptical investors expect.<!-- HTML_TAG_END -->  <\/p>\n<\/li>\n<li class=\"yf-1jsc1up\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->The most widely read finance newsletter on Substack isn&#8217;t published by a bank, it&#8217;s Doomberg, where 383,000+ readers get the energy and macro analysis the mainstream press misses. <a href=\"https:\/\/247wallst.com\/go\/doomberg?i=af232b39-1499-48dd-80b4-965e80bc8bc0&amp;p=17d27d97-45bc-4771-9e72-7ac3b28ec88c&amp;pos=keypoints&amp;tpid=1643475&amp;l=b17ce983-5361-4dba-a2fd-2469b8705237&amp;c=a3ceeac2-9e6f-4088-81f2-cce402e873c8&amp;utm_source=yahoo&amp;utm_medium=referral&amp;utm_campaign=feed&amp;utm_content=feed||1643475&amp;site=247wallst\" data-ylk=\"slk:24%2F7%20Wall%20St.%20readers%20save%2017%25%20on%20their%20first%20year%20here.;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;24\/7 Wall St. readers save 17% on their first year here.&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">24\/7 Wall St. readers save 17% on their first year here.<\/a><!-- HTML_TAG_END -->  <\/p>\n<\/li>\n<\/ul>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->The semiconductor market has spent decades teaching investors the same lesson: memory booms eventually become memory busts. Supply catches up with demand, pricing falls, margins collapse, and yesterday&#8217;s earnings suddenly look like a mirage.<!-- HTML_TAG_END -->  <\/p>\n<figure data-testid=\"article-figure-image\" class=\"yf-750ceo\">\n<div class=\"image-container yf-j98iil loader\" style=\"--max-height: 576px;\">\n<div class=\"image-wrapper yf-j98iil\" style=\"--aspect-ratio: 960 \/ 576; --img-max-width: 960px;\"><a href=\"https:\/\/s.yimg.com\/lo\/mysterio\/api\/1E76A3B0C5F0A807BDC68B03AE78292D20E1471C96D673F73D121B7F0343302E\/subgraphmysterio\/resizefit_w960;quality_80;format_webp\/https:%2F%2Fmedia.zenfs.com%2Fen%2F24_7_wall_st__718%2F27b6ba37216cf03e057dccb44c321cac.png\" target=\"_blank\" rel=\"noopener noreferrer\"><\/a><\/div>\n<\/div><figcaption class=\"yf-750ceo\"><!-- HTML_TAG_START -->Micron<!-- HTML_TAG_END -->  <\/figcaption><\/figure>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->That history explains why investors continue to treat <strong>Micron Technology<\/strong> (<a href=\"https:\/\/finance.yahoo.com\/quote\/MU\/\" data-ylk=\"slk:NASDAQ%3AMU;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;NASDAQ:MU&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\">NASDAQ:MU<\/a>) as a cyclical stock, even after AI has pushed its results into territory the company has never seen before. Micron generated $41.46 billion of revenue and an 85% gross margin in fiscal Q3 2026, versus 38% a year earlier.<!-- HTML_TAG_END -->  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->Now Bank of America is asking investors to consider whether AI has broken that cycle.<!-- HTML_TAG_END -->  <\/p>\n<h2 class=\"text text-block heading text-left neo-font-heading-lg  yf-18d6y07\" role=\"heading\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->BofA Sees a $236 EPS Micron<!-- HTML_TAG_END -->  <\/h2>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->BofA Global Research sketches out a dramatically different future for Micron. Under its &#8220;SanDisk-like&#8221; assumptions, sales reach $377.3 billion by fiscal 2030, versus $280.5 billion in the consensus case.<!-- HTML_TAG_END -->  <\/p>\n<div class=\"table-container yf-1habrtv\">\n<table class=\"article-table yf-1habrtv\">\n<tbody>\n<tr>\n<td rowspan=\"1\" colspan=\"1\" style=\"text-align:center;\" data-testid=\"cell-0-0\" class=\"yf-1habrtv\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START --><strong>Fiscal 2030<\/strong><!-- HTML_TAG_END -->  <\/p>\n<\/td>\n<td rowspan=\"1\" colspan=\"1\" style=\"text-align:center;\" data-testid=\"cell-0-1\" class=\"yf-1habrtv\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START --><strong>Consensus<\/strong><!-- HTML_TAG_END -->  <\/p>\n<\/td>\n<td rowspan=\"1\" colspan=\"1\" style=\"text-align:center;\" data-testid=\"cell-0-2\" class=\"yf-1habrtv\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START --><strong>BofA&#8217;s SNDK-like Case<\/strong><!-- HTML_TAG_END -->  <\/p>\n<\/td>\n<\/tr>\n<tr>\n<td rowspan=\"1\" colspan=\"1\" style=\"\" data-testid=\"cell-1-0\" class=\"yf-1habrtv\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->Sales<!-- HTML_TAG_END -->  <\/p>\n<\/td>\n<td rowspan=\"1\" colspan=\"1\" style=\"text-align:center;\" data-testid=\"cell-1-1\" class=\"yf-1habrtv\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->$280.5 billion<!-- HTML_TAG_END -->  <\/p>\n<\/td>\n<td rowspan=\"1\" colspan=\"1\" style=\"text-align:center;\" data-testid=\"cell-1-2\" class=\"yf-1habrtv\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->$377.3 billion<!-- HTML_TAG_END -->  <\/p>\n<\/td>\n<\/tr>\n<tr>\n<td rowspan=\"1\" colspan=\"1\" style=\"\" data-testid=\"cell-2-0\" class=\"yf-1habrtv\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->Gross margin<!-- HTML_TAG_END -->  <\/p>\n<\/td>\n<td rowspan=\"1\" colspan=\"1\" style=\"text-align:center;\" data-testid=\"cell-2-1\" class=\"yf-1habrtv\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->78.0%<!-- HTML_TAG_END -->  <\/p>\n<\/td>\n<td rowspan=\"1\" colspan=\"1\" style=\"text-align:center;\" data-testid=\"cell-2-2\" class=\"yf-1habrtv\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->80.0%<!-- HTML_TAG_END -->  <\/p>\n<\/td>\n<\/tr>\n<tr>\n<td rowspan=\"1\" colspan=\"1\" style=\"\" data-testid=\"cell-3-0\" class=\"yf-1habrtv\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->EPS<!-- HTML_TAG_END -->  <\/p>\n<\/td>\n<td rowspan=\"1\" colspan=\"1\" style=\"text-align:center;\" data-testid=\"cell-3-1\" class=\"yf-1habrtv\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->$136.24<!-- HTML_TAG_END -->  <\/p>\n<\/td>\n<td rowspan=\"1\" colspan=\"1\" style=\"text-align:center;\" data-testid=\"cell-3-2\" class=\"yf-1habrtv\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->$236.16<!-- HTML_TAG_END -->  <\/p>\n<\/td>\n<\/tr>\n<tr>\n<td rowspan=\"1\" colspan=\"1\" style=\"\" data-testid=\"cell-4-0\" class=\"yf-1habrtv\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->FCF<!-- HTML_TAG_END -->  <\/p>\n<\/td>\n<td rowspan=\"1\" colspan=\"1\" style=\"text-align:center;\" data-testid=\"cell-4-1\" class=\"yf-1habrtv\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->$190.8B<!-- HTML_TAG_END -->  <\/p>\n<\/td>\n<td rowspan=\"1\" colspan=\"1\" style=\"text-align:center;\" data-testid=\"cell-4-2\" class=\"yf-1habrtv\">\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->$188.6B<!-- HTML_TAG_END -->  <\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->That implies a 30.7% sales CAGR and a 34.1% EPS CAGR through fiscal 2030. Yet the market values Micron at roughly 6x forward earnings on the consensus fiscal 2027 EPS estimate of $151.37 &#8212; pricing in an end to the memory party well before Micron gets comfortable. BofA thinks that&#8217;s backward.<!-- HTML_TAG_END -->  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->24\/7 Wall St.<!-- HTML_TAG_END -->  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START --><strong>From Our Partners<\/strong><!-- HTML_TAG_END -->  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START --><strong>Written by Insiders. Answering to No One.<\/strong><!-- HTML_TAG_END -->  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->Before <strong>Doomberg<\/strong> published a word, its team spent long careers in <strong>heavy industry, private equity, and the hard sciences<\/strong>. They take no advertisers and serve no institution \u2014 which is why their lateral-thinking coverage of energy, finance, and geopolitics reads <em>nothing<\/em> like consensus financial media. Doomberg has set aside a discounted rate <strong>exclusively for 24\/7 Wall St. readers<\/strong> \u2014 it isn&#8217;t available on their main page.<!-- HTML_TAG_END -->  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START --><a href=\"https:\/\/247wallst.com\/go\/doomberg?i=af232b39-1499-48dd-80b4-965e80bc8bc0&amp;p=47eef534-13cc-43b1-a798-badb57dd07f1&amp;pos=mid_content&amp;tpid=1643475&amp;l=b17ce983-5361-4dba-a2fd-2469b8705237&amp;c=a3ceeac2-9e6f-4088-81f2-cce402e873c8&amp;utm_source=yahoo&amp;utm_medium=referral&amp;utm_campaign=feed&amp;utm_content=feed||1643475&amp;site=247wallst\" data-ylk=\"slk:Claim%20the%2024%2F7%20Wall%20St.%20Rate%20%E2%86%92;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Claim the 24\/7 Wall St. Rate \u2192&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><strong>Claim the 24\/7 Wall St. Rate \u2192<\/strong><\/a><!-- HTML_TAG_END -->  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START --> Bank of America is betting big that the AI revolution has fundamentally rewritten the rules of the semiconductor game\u2014challenging decades of market history. \u00a9 24\/7 Wall St.<!-- HTML_TAG_END -->  <\/p>\n<\/p><\/div>\n<p>   <button class=\"secondary-btn fin-size-large readmore-button    rounded   yf-r7dg9i\" data-ylk=\"elm:readmore;itc:1;sec:content-canvas;slk:Story%20Continues\" data-yga=\"{&quot;yLinkElement&quot;:&quot;readmore&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Story Continues&quot;}\" aria-label=\"Story Continues\" title=\"Story Continues\"> <span>Story Continues<\/span> <\/button> <\/p>\n<div class=\"read-more-wrapper\" style=\"display: none\" data-testid=\"read-more\">\n<h2 class=\"text text-block heading text-left neo-font-heading-lg  yf-18d6y07\" role=\"heading\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->The AI Memory Cycle Really Is Different This Time<!-- HTML_TAG_END -->  <\/h2>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->There&#8217;s a good reason to take the bullish case seriously. Micron&#8217;s fiscal Q3 DRAM revenue jumped 343% year over year to $31.3 billion, while NAND rose 361% to $9.9 billion. Consolidated gross margin hit 84.9%, with fiscal Q4 guidance around 86%.<!-- HTML_TAG_END -->  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->High-bandwidth memory is central to this shift. Micron says HBM requires more than three times the wafer capacity per bit of conventional DRAM, and supply remains allocated &#8212; hyperscalers want more, but manufacturers can&#8217;t flood the market overnight. HBM4 is already shipping in volume, with HBM4E production expected in 2027.<!-- HTML_TAG_END -->  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->Other tailwinds: enterprise SSDs are taking a growing share of NAND as AI data centers generate more data, and next-gen AI inference could demand entirely new memory types. Earlier this month, <strong>SK hynix<\/strong> (<a href=\"https:\/\/finance.yahoo.com\/quote\/SKHY\/\" data-ylk=\"slk:NASDAQ%3ASKHY;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;NASDAQ:SKHY&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\">NASDAQ:SKHY<\/a>) and <strong>Sandisk<\/strong> (<a href=\"https:\/\/finance.yahoo.com\/quote\/SNDK\/\" data-ylk=\"slk:NASDAQ%3ASNDK;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;NASDAQ:SNDK&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\">NASDAQ:SNDK<\/a>) unveiled the first High Bandwidth Flash specs &#8212; a category designed to sit between HBM and SSDs, offering up to 512GB and 3TB\/s of bandwidth. That needn&#8217;t hurt Micron, but it shows how fast memory architecture is evolving, and why today&#8217;s winners shouldn&#8217;t be assumed to own every new category.<!-- HTML_TAG_END -->  <\/p>\n<h2 class=\"text text-block heading text-left neo-font-heading-lg  yf-18d6y07\" role=\"heading\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->The EPS Forecast Could Be Aggressive<!-- HTML_TAG_END -->  <\/h2>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->The bullish AI thesis is compelling; the bullish Micron forecast requires a leap. An 80% gross margin isn&#8217;t crazy today, but looks crazy as a structural assumption through 2030. Memory has historically been among the most cyclical semiconductor businesses, with normal-cycle margins often around 30% to 40%. Micron&#8217;s current 85% reflects an unusually tight market. The real question is what happens once competitors add capacity.<!-- HTML_TAG_END -->  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->SK hynix remains formidable, while Samsung and potentially Chinese suppliers are also ramping up. If competition keeps pricing disciplined instead of letting Micron hold 80% margins indefinitely, earnings could land closer to consensus &#8212; which is why BofA&#8217;s $236.16 estimate deserves skepticism even if the broader thesis holds. Investors don&#8217;t need BofA&#8217;s most aggressive assumptions to find the story compelling: Micron is already producing record revenue, 85% margins, and $25.39 billion in quarterly operating cash flow.<!-- HTML_TAG_END -->  <\/p>\n<h2 class=\"text text-block heading text-left neo-font-heading-lg  yf-18d6y07\" role=\"heading\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->Key Takeaway<!-- HTML_TAG_END -->  <\/h2>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->BofA seems right about the direction but too aggressive about the destination. AI is changing memory economics by pulling demand toward HBM, advanced DRAM, enterprise SSDs, and potentially HBF, and long lead times could make supply responses slower than in past cycles. But $236 of EPS in 2030 requires Micron to become structurally different from the cyclical company investors have known for decades.<!-- HTML_TAG_END -->  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->Still, the case doesn&#8217;t require believing an 80% margin lasts forever. At roughly 6x forward earnings, the market seems to be pricing in a return to much weaker economics &#8212; so it may be underestimating how long this boom lasts. I&#8217;d treat BofA&#8217;s analysis as the bull case, not the base case.<!-- HTML_TAG_END -->  <\/p>\n<h2 class=\"text text-block heading text-left neo-font-heading-lg  yf-18d6y07\" role=\"heading\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->What $28 a Month Buys a Serious Investor<!-- HTML_TAG_END -->  <\/h2>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->Through <a href=\"https:\/\/247wallst.com\/go\/doomberg?i=af232b39-1499-48dd-80b4-965e80bc8bc0&amp;p=29455990-73b7-49e3-b125-274f0b845bc7&amp;pos=end_of_article&amp;tpid=1643475&amp;c=a3ceeac2-9e6f-4088-81f2-cce402e873c8&amp;l=b17ce983-5361-4dba-a2fd-2469b8705237&amp;utm_source=yahoo&amp;utm_medium=referral&amp;utm_campaign=feed&amp;utm_content=feed||1643475&amp;site=247wallst\" data-ylk=\"slk:this%20reader%20link;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;this reader link&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">this reader link<\/a>, 24\/7 Wall St. readers get their first year of <strong>Doomberg<\/strong> for <strong>$332 \u2014 17% off the standard $400<\/strong>, which works out to about $28 a month. That buys six to eight deeply researched articles a month on energy, finance, and geopolitics, the full archive, and one of the most resource-rich comment sections anywhere, where engineers, executives, and fund managers add context under every piece. After the first year it renews at the standard rate, and you can cancel anytime. If today&#8217;s article touched energy or the macro picture, odds are the green chicken has already gone three layers deeper \u2014 <a href=\"https:\/\/247wallst.com\/go\/doomberg?i=af232b39-1499-48dd-80b4-965e80bc8bc0&amp;p=29455990-73b7-49e3-b125-274f0b845bc7&amp;pos=end_of_article&amp;tpid=1643475&amp;c=a3ceeac2-9e6f-4088-81f2-cce402e873c8&amp;l=b17ce983-5361-4dba-a2fd-2469b8705237&amp;utm_source=yahoo&amp;utm_medium=referral&amp;utm_campaign=feed&amp;utm_content=feed||1643475&amp;site=247wallst\" data-ylk=\"slk:see%20for%20yourself%20at%20the%20discounted%20rate;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;see for yourself at the discounted rate&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><strong>see for yourself at the discounted rate<\/strong><\/a>.<!-- HTML_TAG_END -->  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START --><em>Contact <\/em><a href=\"https:\/\/finance.yahoo.com\/technology\/ai\/articles\/mailto:editorial@247wallst.com?subject=Feedback%3A%20Bank%20of%20America%20Says%20the%20AI%20Memory%20Boom%20Isn%E2%80%99t%20Over%3A%20Why%20It%20Sees%20Micron%E2%80%99s%20Earnings%20Exploding%2034%25%20a%20Year&amp;body=Please%20share%20your%20feedback%20here%3A%0D%0A%0D%0A---%0D%0A%0D%0ARegarding%20this%20article%3A%20https%3A%2F%2F247wallst.com%2Finvesting%2F2026%2F08%2F17%2Fbank-of-america-says-the-ai-memory-boom-isnt-over-why-it-sees-microns-earnings-exploding-34-a-year%2F\" data-ylk=\"slk:editorial%40247wallst.com;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;editorial@247wallst.com&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><em>editorial@247wallst.com<\/em><\/a><em> for any questions or corrections.<\/em><!-- HTML_TAG_END -->  <\/p>\n<\/p><\/div>\n<\/p><\/div>\n<p><a href=\"https:\/\/ubirataonline.com.br\/en\/noticias\/\" target=\"_blank\" rel=\"noopener noreferrer\">Mais Not\u00edcias<\/a><\/p>\n<p><a href=\"https:\/\/ubirataonline.com.br\/en\/\" target=\"_blank\" rel=\"noopener noreferrer\">Home Page &#8211; In\u00edcio<\/a><\/p>\n<p><a href=\"https:\/\/finance.yahoo.com\/technology\/ai\/articles\/bank-america-says-ai-memory-095630735.html\">Source link <\/a><br \/>\nSee more: <a href=\"https:\/\/theglobaltrack.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">The Global Track<\/a><\/p>\n<p><a href=\"https:\/\/corinthiames.com.br\/\" target=\"_blank\" rel=\"noopener noreferrer\">Corinthia Mes<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Quick Read BofA projects Micron could reach $236 EPS by fiscal 2030, a 34% annual earnings growth rate that the market is ignoring. Micron&#8217;s DRAM revenue surged 343% year over year, powered by HBM which requires 3x the wafer capacity per bit, keeping supply constrained. Trading at roughly 6x forward earnings, Micron appears undervalued if [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":166343,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow2JLhCw:productID":"","_gspb_post_css":"","maa_idioma":"","maa_pais":"","footnotes":""},"categories":[2725],"tags":[8264,44365,25488,5109,7858],"class_list":["post-166342","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-europe","tag-earnings","tag-exploding","tag-microns","tag-sees","tag-year"],"blocksy_meta":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Why It Sees Micron\u2019s Earnings Exploding 34% a Year - Ubirat\u00e3 Online Not\u00edcias - A realidade ao seu alcance!<\/title>\n<meta name=\"description\" content=\"Micron&#039;s margins just hit levels the memory industry has never sustained, and Bank of America is betting they stay there long enough to turn today&#039;s skeptics into believers. 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