Micron (MU) Highlights Tech Earnings to Watch This Week

The technology sector has a relatively light earnings calendar this week, but several closely watched companies are set to report, led by memory chip leader Micron Technology MU).

Investors will also be watching results from electronics manufacturer Jabil JBL) and consulting and technology-services giant Accenture ACN), particularly for updates on AI-related demand and enterprise technology spending.

Micron will report results for its fiscal fourth-quarter after the market closes on Wednesday, Sept. 30, with surging demand for high-bandwidth memory (HBM) used in AI infrastructure remaining the central story.

The Zacks Consensus Estimate calls for Q4 earnings of $31.45 per share, representing a staggering 938% increase from EPS of $3.03 in the prior-year quarter. This comes as Q4 sales are projected to soar nearly 350% to $50.86 billion, compared with $11.32 billion a year ago.

Along with the headline results, investors will closely watch Micron's outlook for DRAM and NAND pricing, HBM demand, and gross margins.

As one of the world’s largest electronics manufacturing services providers, Jabil is scheduled to report results for its fiscal fourth-quarter before Wednesday's opening bell.

The Zacks Consensus Estimate calls for Q4 EPS of $4.05, up 23% from the prior-year period, on revenue of $9.61 billion, which would represent more than 16% growth.

Investors will likely focus on Jabil's exposure to cloud and data-center infrastructure as AI-related hardware demand continues to expand.

Rounding out the week's notable tech reports, Accenture will announce its fiscal Q4 results before the market opens Thursday, Oct. 1.

The Zacks Consensus Estimate calls for Q4 earnings of $3.19 per share, up 5% YoY, while quarterly revenue is projected to rise more than 2% to $18.01 billion.

Beyond the headline numbers, Accenture's results should provide another useful gauge of enterprise technology spending and demand for AI-related consulting and implementation services.

Micron will provide the headline technology report to watch this week, with explosive AI-driven memory demand setting a particularly high bar for its fiscal fourth-quarter results.

That said, Jabil and Accenture should provide additional insight into AI infrastructure spending and broader enterprise technology demand heading into the final months of 2026.

Beyond Nvidia: AI's Second Wave Is Here

The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.See Stocks Now >>

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Accenture PLC (ACN): Free Stock Analysis Report

Micron Technology, Inc. (MU): Free Stock Analysis Report

Jabil, Inc. (JBL): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).