LEDS
SemiLEDs Corporation
There isn't enough reported data to score LEDS yet.
MU
Micron Technology, Inc.
MU's fundamentals are strong and it looks cheap: trading at 11x earnings, about half its usual 22x. Analysts expect strong earnings growth.
LEDS Fundamentals
| Metric | Status |
|---|---|
| Weak | |
| Under pressure | |
| Strong | |
| Unavailable |
LEDS's cash flow is currently strong, but its revenue and profitability are under pressure. There isn't enough data to rate its balance sheet.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
LEDS PE Valuation
LEDS has no meaningful PE right now: it lost money over the past year.
MU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 4.6x | $798 | — |
| Cheap | 10x | $777 | -2.7% |
| Current | 11x | $798 | — |
| Fair | 22x | $1,646 | +106% |
| Expensive | 32x | $2,404 | +201% |
Historical ranges are pointers, not guarantees.
MU's PE is in its cheap range at 11x. If earnings grow as analysts expect, today's price would be 4.6x next year's earnings.
LEDS Forward outlook
There aren't enough analyst estimates for LEDS to show an outlook.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
Analysts expect strong earnings and revenue growth for MU, with profitability improving.
LEDS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | -$0.13 | -$0.08 |
| Q1 2026 | -$0.28 | -$0.16 |
| Q4 2025 | -$0.16 | +$0.12 |
| Q3 2025 | -$0.15 | +$0.17 |
| Q2 2025 | -$0.05 | +$0.40 |
| Q1 2025 | -$0.12 | +$0.44 |
| Q4 2024 | -$0.28 | +$0.28 |
| Q3 2024 | -$0.32 | +$0.23 |
LEDS is still losing money, but far less than before: $0.13 per share over the past year, against $1.00 at its worst in mid-2019.
MU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $174.95 | +135% |
| Q3 2026 | $74.33 | +879% |
| Q2 2026 | $44.17 | +693% |
| Q1 2026 | $21.18 | +405% |
| Q4 2025 | $10.52 | +201% |
| Q3 2025 | $7.59 | +984% |
| Q2 2025 | $5.57 | +$6.99 |
| Q1 2025 | $4.19 | +$7.64 |
| Q4 2024 | $3.49 | +$9.77 |
MU has the edge over LEDS on earnings quality, reporting a profit while its opponent remains loss making.
LEDS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $9.1M | -49% |
| Q1 2026 | $1.1M | -90% |
| Q4 2025 | $2.6M | +104% |
| Q3 2025 | $13.2M | +899% |
| Q2 2025 | $17.7M | +1234% |
| Q1 2025 | $10.9M | +1127% |
| Q4 2024 | $1.3M | -24% |
| Q3 2024 | $1.3M | -8.9% |
LEDS's revenue has slid since its 2025 peak: $9M last quarter, down 49% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 16% | +16 points |
| Q1 2026 | -79% | -80 points |
| Q4 2025 | -39% | +13 points |
| Q3 2025 | -7.5% | +55 points |
| Q2 2025 | -0.3% | +35 points |
| Q1 2025 | 1% | +95 points |
| Q4 2024 | -52% | -2.5 points |
| Q3 2024 | -62% | +11 points |
LEDS's operating margin was 16% last quarter, up 16 points from the same quarter a year ago, near the top of its range since 2019.
MU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $54.2B | +379% |
| Q2 2026 | $41.5B | +346% |
| Q1 2026 | $23.9B | +196% |
| Q4 2025 | $13.6B | +57% |
| Q3 2025 | $11.3B | +46% |
| Q2 2025 | $9.3B | +37% |
| Q1 2025 | $8.1B | +38% |
| Q4 2024 | $8.7B | +84% |
MU has the edge over LEDS on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 81% | +48 points |
| Q2 2026 | 80% | +57 points |
| Q1 2026 | 68% | +46 points |
| Q4 2025 | 45% | +20 points |
| Q3 2025 | 32% | +13 points |
| Q2 2025 | 23% | +13 points |
| Q1 2025 | 22% | +19 points |
| Q4 2024 | 25% | +49 points |
MU has the edge over LEDS on profitability, with a higher operating margin.
LEDS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $2.1M | +451% |
| Q1 2026 | $1.2M | -7.5% |
| Q4 2025 | $331K | +$607K |
| Q3 2025 | $251K | +55% |
| Q2 2025 | $383K | +291% |
| Q1 2025 | $1.3M | +$1.9M |
| Q4 2024 | -$276K | -$147K |
| Q3 2024 | $162K | +$489K |
LEDS generated $4M in free cash flow over the past year, up 150% from the year before.
MU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $32.9B | +45543% |
| Q2 2026 | $17.6B | +951% |
| Q1 2026 | $5.5B | +$5.6B |
| Q4 2025 | $3B | +7853% |
| Q3 2025 | $72M | -75% |
| Q2 2025 | $1.7B | +322% |
| Q1 2025 | -$113M | +$52M |
| Q4 2024 | $38M | +$433M |
MU has the edge over LEDS on cash flow, with more consistent year-over-year improvement.
LEDS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +9K shares |
| 1 year | +14% | +1M shares |
| 3 years | +69% | +3.4M shares |
| 5 years | +104% | +4.2M shares |
| Available history | +131% | +4.7M shares |
LEDS has 8M diluted shares, up 14% from a year ago.
MU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -2M shares |
| 1 year | +1.6% | +18M shares |
| 3 years | +4.6% | +50M shares |
| 5 years | +0.2% | +2M shares |
| Available history | +1.2% | +14M shares |
MU has the edge over LEDS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $350M |
| Q4 2025 | $300M |
| Q3 2024 | $300M |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
MU has spent almost nothing on buybacks in the past year.
LEDS Net Leverage
LEDS's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
MU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.1x | Net Cash |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | 0.3x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.6x | Very low |
MU has more cash than debt.
LEDS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.5 | Neutral |
| Stochastic | 64.7 | Neutral |
LEDS's weekly RSI is 54 (neutral) and its Stochastic is 65 (neutral).
MU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.1 | Neutral |
| Stochastic | 26.9 | Neutral |
MU's weekly RSI is 47 (neutral) and its Stochastic is 27 (neutral).
LEDS PE vs Technology Sector
LEDS has no meaningful PE right now: it lost money over the past year.
MU PE vs Technology Sector
| Metric | MU | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 28x | 61% below |
| PE % | 18 | 35 | 17 pts below |
MU is trading at 11x earnings, a 61% discount to the Technology sector's median of 28x.
LEDS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.17 | 5.1% above |
| 20 week MA | $2.14 | 6.5% above |
| 50 week MA | $1.88 | 21% above |
| 100 week MA | $1.99 | 15% above |
| 200 week MA | $1.83 | 25% above |
LEDS has the edge over MU on trend strength, trading above more of its moving averages.
MU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $914.5 | 13% below |
| 20 week MA | $931.0 | 14% below |
| 50 week MA | $685.9 | 16% above |
| 100 week MA | $405.4 | 97% above |
| 200 week MA | $246.0 | 225% above |
MU has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 225% above its 200-week average.
LEDS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $2.06 | $3.24 | +57% |
| 2021 | $3.24 | $4.89 | +51% |
| 2022 | $4.89 | $1.61 | -67% |
| 2023 | $1.61 | $1.39 | -14% |
| 2024 | $1.39 | $1.28 | -7.9% |
| 2025 | $1.28 | $1.70 | +33% |
| 2026 YTD | $1.70 | $2.28 | +34% |
LEDS is up 34% so far in 2026, after finishing lower in three of the previous six years.
MU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $54.0 | $70.6 | +31% |
| 2021 | $70.6 | $94.4 | +34% |
| 2022 | $94.4 | $50.2 | -47% |
| 2023 | $50.2 | $85.3 | +70% |
| 2024 | $85.3 | $88.6 | +3.9% |
| 2025 | $88.6 | $284.8 | +221% |
| 2026 YTD | $284.8 | $798.4 | +180% |
MU has the edge over LEDS on returns for 2026, with the stronger performance.