MU
Micron Technology, Inc.
MU has the edge over TEAD overall, supported by stronger fundamentals and stronger valuation.
TEAD
Teads Holding Co.
TEAD 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.
TEAD Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Weak | |
| Under pressure | |
| Weak |
TEAD's revenue, profitability, cash flow and balance sheet are all currently 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.
TEAD PE Valuation
TEAD 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 TEAD on the outlook, with more favorable earnings and revenue expectations.
TEAD Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses steady | |
| Decline | |
| Stable | |
| Limited | |
| Low |
Analysts expect TEAD's revenue to decline, with its earnings and profitability holding steady. However, they disagree widely on these estimates.
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 TEAD on earnings quality, reporting a profit while its opponent remains loss making.
TEAD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$8.78 | -$7.74 |
| Q2 2024 | -$0.04 | +$0.09 |
| Q1 2024 | $0.21 | +$0.73 |
| Q4 2023 | $0.20 | +$0.64 |
| Q3 2023 | -$0.04 | -108% |
| Q2 2023 | -$0.13 | +$0.40 |
| Q1 2023 | -$0.52 | -$0.45 |
TEAD lost $8.78 per share over the past year, a bigger loss than the year before.
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 TEAD 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 TEAD on profitability, with a higher operating margin.
TEAD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $235.1M | -26% |
| Q2 2026 | $284.6M | -17% |
| Q1 2026 | $266M | -7.1% |
| Q4 2025 | $352.2M | +50% |
| Q3 2025 | $318.8M | +42% |
| Q2 2025 | $343.1M | +60% |
| Q1 2025 | $286.4M | +32% |
| Q4 2024 | $234.6M | -5.5% |
TEAD's revenue has held roughly level: $235M last quarter, down 26% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -131% | -129 points |
| Q2 2026 | -5.5% | -4.8 points |
| Q1 2026 | -8.2% | +7.3 points |
| Q4 2025 | -98% | -99 points |
| Q3 2025 | -2% | -0.6 points |
| Q2 2025 | -0.7% | +2 points |
| Q1 2025 | -16% | -13 points |
| Q4 2024 | 1.1% | -1.2 points |
TEAD's operating margin was −131% last quarter, down 129 points from the same quarter a year ago, near the bottom of its range since 2021.
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 TEAD on cash generation, producing positive trailing cash flow while its opponent burns cash.
TEAD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$28.4M | -$3.9M |
| Q2 2026 | $8M | -66% |
| Q1 2026 | -$35.6M | -$31.7M |
| Q4 2025 | $6.5M | -84% |
| Q3 2025 | -$24.5M | -320% |
| Q1 2025 | -$3.9M | -153% |
| Q4 2024 | $40M | +72% |
| Q1 2024 | $7.3M | +$31.5M |
TEAD's free cash flow was −$49M over the past year, against $35M 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 the edge over TEAD 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.
TEAD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1% | +960K shares |
| 1 year | +3.3% | +3.1M shares |
| 3 years | +91% | +46.8M shares |
TEAD has 98M diluted shares, up 3.3% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $6,000 |
| Q2 2026 | $75,000 |
| Q1 2026 | $38,000 |
| Q4 2025 | $7,000 |
| Q3 2025 | $86,000 |
| Q2 2025 | $198,000 |
| Q1 2025 | $355,000 |
| Q4 2024 | $210,000 |
TEAD spent $126,000 buying back its own shares over the past year, down 85% from the year before.
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.
TEAD Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q4 2022 | 34.0x | High |
| Q3 2022 | 6.5x | High |
| Q2 2022 | -11.1x | Net Cash |
TEAD's net debt is more than 20 years of its operating earnings (EBITDA).
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).
TEAD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 26.4 | Oversold |
| Stochastic | 4.3 | Oversold |
TEAD's weekly RSI is 26 (oversold) and its Stochastic is 4 (oversold).
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.
TEAD PE vs Technology Sector
TEAD 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 stronger trend alignment. MU is above 3 of 5 weekly averages versus TEAD above 0 of 3.
TEAD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $0.37 | 54% below |
| 20 week MA | $0.54 | 69% below |
| 50 week MA | $0.72 | 76% below |
TEAD is in a downtrend: it's below all three of its weekly moving averages, and 76% below its 50-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 TEAD on returns for 2026, with the stronger performance.
TEAD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $2.85 | $0.91 | -68% |
| 2026 YTD | $0.91 | $0.17 | -81% |
TEAD has finished every year since 2025 lower, and it's down 81% so far in 2026.