MU
Micron Technology, Inc.
MU has the edge over SOHU overall, supported by stronger valuation and stronger modeled upside.
SOHU
Sohu.com Limited
SOHU trails on the overall score without a compensating advantage in the available component scores.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
SOHU Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Strong |
SOHU's balance sheet is currently strong, and its revenue, profitability and cash flow are stable.
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 has the edge over SOHU in the historical PE scenario, which offers more potential upside but is not a forecast.
SOHU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 0.7x | $6.23 | -48% |
| Current | 1.4x | $11.97 | — |
| Fair | 1.5x | $13.31 | +11% |
| Expensive | 3.7x | $31.99 | +167% |
Historical ranges are pointers, not guarantees.
SOHU's PE is in its fair range at 1.4x.
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.
SOHU Forward outlook
There aren't enough analyst estimates for SOHU to show an outlook.
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 SOHU on earnings, with more consistent year-over-year improvement.
SOHU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $8.60 | +107% |
| Q1 2026 | $7.86 | +112% |
| Q4 2025 | $14.10 | +$17.23 |
| Q3 2025 | $5.00 | +$7.81 |
| Q2 2025 | $4.16 | +$5.83 |
| Q1 2025 | $3.70 | +$4.83 |
| Q4 2024 | -$3.13 | -$2.23 |
| Q3 2024 | -$2.81 | -$2.07 |
SOHU's earnings per share have fallen from their peak: $8.60 over the past year, against $24.43 in late 2021.
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 SOHU 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 SOHU on profitability, with a higher operating margin.
SOHU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $135.8M | +7.1% |
| Q1 2026 | $141.7M | +4.5% |
| Q4 2025 | $142.3M | +5.6% |
| Q3 2025 | $180.4M | +19% |
| Q2 2025 | $126.7M | -26% |
| Q1 2025 | $135.6M | -2.7% |
| Q4 2024 | $134.7M | -4.7% |
| Q3 2024 | $152M | +4.5% |
SOHU's revenue is recovering but still below its 2019 peak: $136M last quarter, up 7.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -14% | +4.2 points |
| Q1 2026 | -4.8% | +9.3 points |
| Q4 2025 | -20% | -1.3 points |
| Q3 2025 | 7.5% | +16 points |
| Q2 2025 | -18% | +8 points |
| Q1 2025 | -14% | +5.3 points |
| Q4 2024 | -19% | -0.8 points |
| Q3 2024 | -8.6% | +5.6 points |
SOHU's operating margin was −14% last quarter, up 4.2 points from the same quarter a year ago.
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 SOHU on cash flow, with more consistent year-over-year improvement.
SOHU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $0 | $0 |
| Q1 2026 | $0 | $0 |
| Q4 2025 | $0 | $0 |
| Q3 2025 | $0 | $0 |
| Q2 2025 | $0 | $0 |
| Q1 2025 | $0 | $0 |
| Q4 2024 | $0 | $0 |
| Q3 2024 | $0 | $0 |
SOHU's free cash flow has been positive every quarter for seven years: $0 over the past year, against $0 the year before.
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 1.1B diluted shares, up 1.6% from a year ago.
| 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.
SOHU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.3% | -607K shares |
| 1 year | -12% | -3.4M shares |
| 3 years | -25% | -8.6M shares |
| 5 years | -36% | -14.1M shares |
| Available history | -35% | -13.8M shares |
SOHU has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
SOHU hasn't bought back shares in the past year.
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.
SOHU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2024 | -17.4x | Net Cash |
| Q4 2023 | -13.2x | Net Cash |
| Q3 2023 | -7.0x | Net Cash |
| Q2 2023 | -11.3x | Net Cash |
| Q1 2023 | -8.1x | Net Cash |
| Q4 2022 | -7.4x | Net Cash |
| Q3 2022 | -6.5x | Net Cash |
| Q2 2022 | -3.3x | Net Cash |
SOHU has more cash than debt.
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).
SOHU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 39.2 | Neutral |
| Stochastic | 28.9 | Neutral |
SOHU's weekly RSI is 39 (neutral) and its Stochastic is 29 (neutral).
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.
SOHU PE vs Technology Sector
| Metric | SOHU | Sector median | Relative |
|---|---|---|---|
| PE | 1.4x | 28x | 95% below |
| PE % | 46 | 35 | 11 pts above |
SOHU has the edge over MU on valuation relative to its sector.
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 the edge over SOHU on trend strength, trading above more of its moving averages.
SOHU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.8 | 6.5% below |
| 20 week MA | $13.2 | 9.3% below |
| 50 week MA | $14.5 | 17% below |
| 100 week MA | $13.9 | 14% below |
| 200 week MA | $13.1 | 8.3% below |
SOHU is in a downtrend: it's below all five of its weekly moving averages, and 8.3% below its 200-week average.
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 SOHU on returns for 2026, with the stronger performance.
SOHU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.8 | $16.3 | +51% |
| 2021 | $16.3 | $16.1 | -1.2% |
| 2022 | $16.1 | $13.5 | -16% |
| 2023 | $13.5 | $9.93 | -26% |
| 2024 | $9.93 | $13.7 | +37% |
| 2025 | $13.7 | $15.9 | +16% |
| 2026 YTD | $15.9 | $12.0 | -25% |
SOHU has finished lower in three of the last six years. It's down 25% so far in 2026.