MU
Micron Technology, Inc.
MU has the edge over VISN overall, supported by stronger fundamentals and lower modeled downside.
VISN
Vistance Networks, Inc.
VISN 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.
VISN Fundamentals
| Metric | Status |
|---|---|
| Weak | |
| Healthy | |
| Weak | |
| Strong |
VISN's profitability and balance sheet are currently healthy, but its revenue and cash flow are weak.
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.
VISN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 0.1x | $4.00 | — |
| Cheap | 0.4x | $12.74 | +219% |
| Fair | 2x | $72.02 | +1700% |
| Expensive | 5.8x | $203 | +4964% |
| Forward | 6.7x | $4.00 | — |
Historical ranges are pointers, not guarantees.
VISN has the edge over MU in the historical PE scenario, which offers more potential upside but is not a forecast.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
MU has the edge over VISN on the outlook, with more favorable valuation and earnings expectations.
VISN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong decline | |
| Strong decline | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect VISN's earnings and revenue to decline, though 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's earnings per share have climbed steadily: $74.33 over the past year, about 10 times what it earned the year before, and higher year over year for 10 quarters in a row.
VISN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.59 | -98% |
| Q3 2026 | $35.20 | +967% |
| Q2 2026 | $31.05 | +1059% |
| Q1 2026 | $29.90 | +987% |
| Q4 2025 | $9.63 | +$11.53 |
| Q3 2025 | $3.30 | +$7.75 |
| Q2 2025 | $2.68 | +$10.88 |
| Q1 2025 | $2.75 | +$11.63 |
| Q4 2024 | -$1.90 | +$5.27 |
VISN's earnings per share have climbed steadily: $35.20 over the past year, more than ten times what it earned the year before, and higher year over year for nine quarters in a row.
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 VISN 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 VISN on profitability, with a higher operating margin.
VISN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $319.7M | -80% |
| Q2 2026 | $319.6M | -77% |
| Q1 2026 | $471.8M | -58% |
| Q4 2025 | $514.5M | -56% |
| Q3 2025 | $1.6B | +51% |
| Q2 2025 | $1.4B | +0.1% |
| Q1 2025 | $1.1B | -4.8% |
| Q4 2024 | $1.2B | -1.4% |
VISN's revenue has slid since its 2022 peak: $320M last quarter, down 80% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 7.2% | -11 points |
| Q2 2026 | -2.8% | -20 points |
| Q1 2026 | 5% | -7 points |
| Q4 2025 | -0.6% | -11 points |
| Q3 2025 | 18% | +9 points |
| Q2 2025 | 17% | +3.1 points |
| Q1 2025 | 12% | +12 points |
| Q4 2024 | 10% | +15 points |
VISN's operating margin was 7.2% last quarter, down 11 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 VISN on cash generation, producing positive trailing cash flow while its opponent burns cash.
VISN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$57.7M | -143% |
| Q2 2026 | -$74.8M | -216% |
| Q1 2026 | -$228.8M | -$26.4M |
| Q4 2025 | $255.5M | -5.6% |
| Q3 2025 | $135M | +17% |
| Q2 2025 | $64.5M | +42% |
| Q1 2025 | -$202.4M | -$18.7M |
| Q4 2024 | $270.6M | +431% |
VISN's free cash flow was −$106M over the past year, against $268M 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.
VISN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -3% | -6.9M shares |
| 1 year | -18% | -50.8M shares |
| 3 years | +9.4% | +19.5M shares |
| 5 years | +16% | +32M shares |
VISN has the edge over MU on shareholder dilution, with a more favorable share count trend.
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.
VISN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -4.1x | Net Cash |
| Q2 2026 | -0.2x | Net Cash |
| Q1 2026 | -3.2x | Net Cash |
| Q4 2025 | 6.9x | High |
| Q3 2025 | 6.0x | High |
| Q2 2025 | 7.3x | High |
| Q1 2025 | 7.7x | High |
| Q4 2024 | 11.0x | High |
VISN 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).
VISN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 21.6 | Oversold |
| Stochastic | 5.0 | Oversold |
VISN's weekly RSI is 22 (oversold) and its Stochastic is 5 (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.
VISN PE vs Technology Sector
| Metric | VISN | Sector median | Relative |
|---|---|---|---|
| PE | 0.1x | 28x | 100% below |
| PE % | 0 | 35 | 35 pts below |
VISN 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 VISN on trend strength, trading above more of its moving averages.
VISN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $5.80 | 31% below |
| 20 week MA | $8.30 | 52% below |
| 50 week MA | $13.3 | 70% below |
| 100 week MA | $11.3 | 65% below |
| 200 week MA | $7.50 | 47% below |
VISN is in a downtrend: it's below all five of its weekly moving averages, and 47% 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 VISN on returns for 2026, with the stronger performance.
VISN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $14.0 | $13.1 | -6% |
| 2021 | $13.1 | $10.8 | -17% |
| 2022 | $10.8 | $7.11 | -34% |
| 2023 | $7.11 | $2.82 | -60% |
| 2024 | $2.82 | $5.51 | +95% |
| 2025 | $5.51 | $18.3 | +231% |
| 2026 YTD | $18.3 | $4.00 | -78% |
VISN's yearly returns have swung widely, from +231% in 2025 to −60% in 2023. It's down 78% so far in 2026.