Morgan Stanley internal research report: $MU gross margin will reach 90% in 2027!


With 16 long-term customer agreements, it can ensure that over the next 5 years—until 2030—the minimum revenue will also exceed $100 billion.
Next year’s revenue is expected to rise by +65% to ~ $285.9 billion, and the gross margin will increase to 89.5%, ~90%!
It also emphasized that AI memory demand is long-term rather than cyclical—suggesting Morgan Stanley also holds a significant position in Micron stock 😂
MU4.79%
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