MU
Micron Technology, Inc.
MU has the edge over TACT overall, supported by stronger valuation and stronger modeled upside.
TACT
TransAct Technologies Incorporated
TACT 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.
TACT Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Healthy | |
| Strong |
TACT's cash flow and balance sheet are currently healthy, and its revenue is stable, but its profitability is under pressure.
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.
TACT PE Valuation
TACT has no meaningful PE right now: it lost money over the past year.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
MU has the edge over TACT on the outlook, with more favorable earnings and profitability expectations.
TACT Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses growing | |
| Growth | |
| Weakening | |
| Limited | |
| High |
Analysts expect TACT's losses to grow, with revenue growing.
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 TACT in the latest year-over-year earnings comparison.
TACT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.08 | +$0.72 |
TACT is still losing money, but far less than before: $0.08 per share over the past year, against $0.80 at its worst in late 2025.
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 TACT on sales, with stronger typical year-over-year growth.
| 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 TACT on profitability, with a higher operating margin.
TACT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $14.4M | +9.6% |
| Q2 2026 | $13.9M | +1.1% |
| Q1 2026 | $14.4M | +10% |
| Q4 2025 | $11.5M | +12% |
TACT's revenue has grown year over year every quarter since late 2025: $14M last quarter, up 9.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -0.4% | +1.5 points |
| Q1 2026 | 5.3% | +5.5 points |
| Q4 2025 | -10% | +0.2 points |
| Q3 2025 | 0.1% | N/A |
| Q2 2025 | -1.9% | N/A |
| Q1 2025 | -0.1% | N/A |
| Q4 2024 | -10% | N/A |
TACT's operating margin was −0.4% last quarter, up 1.5 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 TACT in the latest year-over-year cash flow comparison.
TACT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $2.1M | -41% |
| Q1 2026 | -$1M | -$855K |
| Q4 2025 | $589K | -75% |
MU has the edge over TACT in the latest year-over-year cash flow comparison.
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 TACT 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.
TACT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +56K shares |
| 1 year | +2% | +204K shares |
TACT has 10M diluted shares, up 2% from a year ago.
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.
TACT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -82.4x | Net Cash |
| Q1 2026 | -565.8x | Net Cash |
TACT has the edge over MU on leverage, with a lower net debt burden relative to earnings.
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).
TACT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.1 | Neutral |
| Stochastic | 47.5 | Neutral |
TACT's weekly RSI is 51 (neutral) and its Stochastic is 48 (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.
TACT PE vs Technology Sector
| Metric | TACT | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
TACT has no meaningful PE right now: it lost money over the past year.
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.
TACT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $4.88 | 0% above |
| 20 week MA | $5.05 | 3.4% below |
| 50 week MA | $4.35 | 12% above |
| 100 week MA | $4.23 | 15% above |
| 200 week MA | $5.10 | 4.3% below |
TACT's trend is mixed: it's above two of its five weekly moving averages, and 4.3% 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 TACT on returns for 2026, with the stronger performance.
TACT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.7 | $7.37 | -31% |
| 2021 | $7.37 | $10.6 | +44% |
| 2022 | $10.6 | $6.18 | -42% |
| 2023 | $6.18 | $6.98 | +13% |
| 2024 | $6.98 | $4.14 | -41% |
| 2025 | $4.14 | $3.92 | -5.3% |
| 2026 YTD | $3.92 | $4.88 | +24% |
TACT has finished lower in four of the last six years. It's up 24% so far in 2026.