💻 Technology · Next Week

Micron Technology (NASDAQ: MU) reports in the Q4 FY2026 quarterly report (May–August 2026, release September 30, 2026) Non-GAAP EPS above $30.00 per share (confirmed by Micron Investor Relations or Bloomberg by October 1, 2026)

Hit ✦ AI-generated prediction Published on 23. September 2026 · Predicted for 30. September 2026 · Based on: Historical Cycle

Probability

82%

Micron guided Q4 FY2026 (May–August 2026) Non-GAAP EPS of $31.00 ± $1.00; the $30.00 threshold corresponds exactly to the lower bound of company guidance. Analyst consensus stands at $31.43 (TipRanks, September 2026). Micron posted record quarterly revenue of $41.5B in Q3 FY2026 and guided Q4 to $50B ± $1B, driven by HBM3E demand from the AI industry with multi-year strategic customer agreements. No direct Polymarket market; implied probability from guidance spread ~82%.

Data basis for this prediction

Micron Q3 FY2026 Earnings Call (Juni 2026): Q4 Non-GAAP EPS Guidance $31,00 ± $1,00
StockTitan/CNBC: Micron reports record Q3 revenue $41,5 Mrd., guides Q4 to $50 Mrd. (Juni 2026)
Benzinga: Analysts revise Micron Q4 FY2026 estimates higher ahead of earnings call (September 2026)
TipRanks / public.com: MU Q4 FY2026 Non-GAAP EPS-Konsensus $31,43 (September 2026)

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Hit

Micron Technology veröffentlichte am 30. September 2026 die Q4-FY2026-Ergebnisse (Quartal Mai–August 2026) mit einem Non-GAAP EPS von 33,42 USD – deutlich über der Schwelle von 30,00 USD und auch über dem oberen Ende der eigenen Guidance (32,00 USD) sowie über dem Analystenkonsensus (31,43 USD). Der Umsatz betrug 54,23 Mrd. USD (+31 % sequenziell, +379 % YoY), angetrieben durch extreme HBM3E/AI-Nachfrage. Quellen: SEC 8-K Press Release (https://www.sec.gov/Archives/edgar/data/0000723125/000072312526000018/a2026q4ex991-pressrelease.htm), Nasdaq Press Release (https://www.nasdaq.com/press-release/micron-technology-inc-reports-record-fiscal-fourth-quarter-and-full-year-2026-results), Futunn News Flash (https://news.futunn.com/en/flash/1000462965/micron-technology-reported-q4-fy2026-revenue-of-54-229-billion).

Related Predictions

💻 Technology ✦ AI

Applied Materials Inc. (NASDAQ: AMAT) beats Q4 FY2026 EPS consensus of $4.06 per share — earnings report November 12, 2026 after market close (confirmed by Applied Materials Investor Relations or Bloomberg by November 13, 2026, 10:00 AM ET)

Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.

72%

Next Week · Predicted for 12. Nov 2026

💻 Technology ✦ AI

Palantir Technologies Inc. (NYSE: PLTR) closes above $185.00 per share on at least one trading day in November 2026 — confirmed by Nasdaq or Bloomberg by December 1, 2026

PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.

42%

Next Month · Predicted for 30. Nov 2026

💻 Technology ✦ AI

Cerebras Systems (NASDAQ: CBRS) closes below $100.00 per share on November 10, 2026 (confirmed by Nasdaq or Bloomberg by November 11, 2026)

CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.

62%

Next Week · Predicted for 10. Nov 2026