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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 - Free Report).
Investors will also be watching results from electronics manufacturer Jabil (JBL - Free Report) and consulting and technology-services giant Accenture (ACN - Free Report), particularly for updates on AI-related demand and enterprise technology spending.
Micron Technology – Zacks Rank #3 (Hold)
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.
Jabil – Zacks Rank #3 (Hold)
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.
Accenture – Zacks Rank #3 (Hold)
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.
Bottom Line
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.




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