MU
Micron Technology, Inc.
MU has the edge over TTAN overall, supported by stronger valuation and stronger modeled upside.
TTAN
ServiceTitan, Inc.
TTAN's outlook is improving, though it still trails on the overall score.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
TTAN Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Healthy | |
| Unavailable |
TTAN's revenue and cash flow are currently healthy, but its profitability is under pressure. There isn't enough data to rate its balance sheet.
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.
TTAN PE Valuation
TTAN 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 |
Analysts expect strong earnings and revenue growth for MU, with profitability improving.
TTAN Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for TTAN, with profitability improving.
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 TTAN on earnings quality, reporting a profit while its opponent remains loss making.
TTAN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.57 | — |
| Q3 2026 | -$1.44 | +$5.43 |
| Q2 2026 | -$1.53 | +$6.44 |
| Q1 2026 | -$1.80 | +$6.44 |
| Q4 2025 | -$5.55 | -$0.73 |
| Q3 2025 | -$6.87 | -$3.17 |
| Q2 2025 | -$7.97 | -$4.15 |
| Q1 2025 | -$8.24 | -$3.61 |
| Q4 2024 | -$4.82 | -$0.19 |
TTAN is still losing money, but far less than before: $1.44 per share over the past year, against $8.24 at its worst in early 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 TTAN 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 TTAN on profitability, with a higher operating margin.
TTAN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $292.8M | +21% |
| Q2 2026 | $268.8M | +25% |
| Q1 2026 | $254M | +21% |
| Q4 2025 | $249.2M | +25% |
| Q3 2025 | $242.1M | +25% |
| Q2 2025 | $215.7M | +27% |
| Q1 2025 | $209.3M | +29% |
| Q4 2024 | $199.3M | +24% |
TTAN's revenue has grown year over year every quarter since early 2023: $293M last quarter, up 21% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -9.4% | +4.9 points |
| Q2 2026 | -9.6% | +13 points |
| Q1 2026 | -17% | +31 points |
| Q4 2025 | -17% | +5.2 points |
| Q3 2025 | -14% | +58 points |
| Q2 2025 | -23% | -54 points |
| Q1 2025 | -48% | -18 points |
| Q4 2024 | -22% | +0.5 points |
TTAN's operating margin was −9.4% last quarter, up 4.9 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 generated $59B in free cash flow over the past year, more than ten times what it generated the year before.
TTAN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $56.9M | +45% |
| Q2 2026 | -$2.2M | +$13.7M |
| Q1 2026 | $39.9M | +176% |
| Q3 2025 | $39.2M | +109% |
| Q2 2025 | -$15.9M | +$4M |
| Q1 2025 | $14.4M | +$16.6M |
| Q3 2024 | $18.7M | +$52.2M |
| Q2 2024 | -$19.9M | +$13.6M |
TTAN has the edge over MU on cash flow, with more consistent year-over-year improvement.
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 TTAN 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.
TTAN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.9% | +859K shares |
| 1 year | +4.6% | +4.2M shares |
| 3 years | +193% | +63.1M shares |
TTAN has 96M diluted shares, up 4.6% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2024 | $6.8M |
| Q2 2024 | $5.3M |
| Q1 2024 | $4.5M |
| Q4 2023 | $9.5M |
| Q3 2023 | $1.2M |
| Q2 2023 | $1.2M |
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.
TTAN Net Leverage
TTAN's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
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).
TTAN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 52.9 | Neutral |
| Stochastic | 59.0 | Neutral |
TTAN's weekly RSI is 53 (neutral) and its Stochastic is 59 (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.
TTAN PE vs Technology Sector
TTAN 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 |
TTAN has stronger trend alignment. MU is above 3 of 5 weekly averages versus TTAN above 3 of 4.
TTAN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $75.9 | 7.2% above |
| 20 week MA | $78.1 | 4.2% above |
| 50 week MA | $77.0 | 5.7% above |
| 100 week MA | $90.6 | 10% below |
TTAN has bounced recently, but its long-term trend is still down: it's above its 8-, 20- and 50-week averages, but 10% below its 100-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 TTAN on returns for 2026, with the stronger performance.
TTAN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2024 | $100.0 | $108.4 | +8.4% |
| 2025 | $108.4 | $107.7 | -0.6% |
| 2026 YTD | $107.7 | $81.3 | -24% |
TTAN has finished lower in one of the last two years. It's down 24% so far in 2026.