By Derek Lewis
Publication Date: 2026-01-22 17:00:00
Micron MU is a world leader in innovative memory and storage solutions that accelerate the transformation of information into intelligence. Shares have been red hot on the back of the AI frenzy, with its solutions a massively important piece of the infrastructure given the common issue of memory bottlenecks.
The stock is a perfect example of the Zacks Rank in action, as shown below. The company was thrust into the highly-coveted Zacks Rank #1 (Strong Buy) in August of last year thanks to rising EPS revisions, with shares soaring since.
Image Source: Zacks Investment Research
As we can see above, the Zacks Rank also could’ve helped limit some downside last March.
Don’t Underestimate Micron
Micron’s latest results were stellar, posting a double-beat relative to our consensus expectations and being lifted by accelerating demand for AI services. Sales were up more than 55% YoY to a new record, whereas adjusted EPS climbed an even more impressive 185%.
Its cash-generating abilities have also been amplified during the favorable demand environment, reflecting yet another massive positive. Specifically, operating cash flow of $8.4 billion in the above-mentioned period also reflected a record, crushing the $5.7 billion print in the same period last year.
And the positivity doesn’t look to stop anytime soon, with its Q2 guidance (next release) reflecting records across sales, margins, EPS, and free cash flow….
