Ajaib says Micron Q4 FY2026 revenue hits record USD 54.23 billion, topping guidance

• PT Ajaib Teknologi Indonesia flagged Micron’s Q4 FY2026 revenue at USD 54.23 billion, beating USD 51 billion guidance; non-GAAP EPS USD 33.42.
• FY2026 revenue reached USD 133.19 billion, up 256%; DRAM topped USD 100 billion; data center contributed 63% of Q4 revenue.
• Q1 FY2027 guidance set revenue at USD 61.5 billion; EPS USD 38.15; gross margin seen at 86.25%, described as the FY2027 low.
• Ajaib highlighted margin pressure from a roughly USD 1 billion bonus-related cost timing, with margin expected to improve beyond Q1.
• Capex for FY2027 projected above USD 50 billion; Ajaib warned memory upcycles often precede oversupply despite management’s tight-supply view through 2028.

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