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EARN/CAL

Desk note

2026-09-29

Micron Sep 30: What the Calendar Shows vs the June Guide

Not financial advice. Verify claims independently.

Micron Technology is on the strip for Wednesday, September 30, 2026, after the close, with the earnings call scheduled for 4:30pm ET. That is a confirmed IR date, not an estimate — treat it as locked until the company says otherwise.

What June already told the street

From the June guide (public): revenue $50B ± $1B and non-GAAP EPS $31 ± $1. Street chatter into this print has clustered around roughly $50.6–51.1B and ~$31.3–31.5 EPS. The prior quarter printed $41.5B in revenue (Jun 24 report), so the calendar story is as much about the step-up as the beat/miss versus consensus.

What to mark on the week strip

  • Session: AMC — do not confuse with BMO leisure names earlier in the week.
  • Call: 4:30pm ET — separate from the release timestamp if your tracker only stores one field.
  • Read-across: HBM/DRAM tightness and any SK Hynix / Samsung commentary that lands in Q&A.
  • Forward: FY27 Q1 guide language matters more than the neatness of the Q4 print.

Confirm the IR page the morning of the 30th. Calendars lag press releases when times shift by fifteen minutes.

Paper-trade the setup on Stock Picks before you size anything real.

Not financial advice.

Put it into practice

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