Stock Market Impact: Micron shares rose ~4% in pre‑market trading, reflecting optimism from the upgraded forecasts and price target.
Listed Companies and Sectors: Goldman Sachs analysts project Q3 revenue $37.6 bn, gross margin 83.4%, EPS $22.07, about 9% above consensus; August quarter revenue guidance $48.8 bn vs $40.4 bn consensus; full‑year 2026 revenue and EPS estimates 30% and 36% above Street. The firm expects Micron to retain ~20% share in high‑bandwidth memory (HBM) and benefit from tight supply and strong DRAM demand through CY27.
Investment Flows: Not explicitly mentioned.
Interest Rates, Inflation, Liquidity: Not addressed.
