Micron Technology, Inc. (MU)

US — Technology Sector
Peers: LRCX  AMAT  CRM  QCOM  IBM  CSCO  TXN  KLAC  SAP  ARM 

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Key Metrics & Ratings

  • symbol MU
  • Rev/Share 37.6107
  • Book/Share 52.272
  • PB 5.0872
  • Debt/Equity 0.2016
  • CurrentRatio 2.4598
  • ROIC 0.187

 

  • MktCap 297700936582.0
  • FreeCF/Share 15.3796
  • PFCF 17.2062
  • PE 25.1205
  • Debt/Assets 0.1379
  • DivYield 0.0017
  • ROE 0.2243

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 3
  • DCF Score 1
  • P/B Score 2
  • D/E Score 3

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Reiterated MU TD Cowen -- Buy $275 $300 Dec. 18, 2025
Upgrade MU BofA Securities Neutral Buy -- $300 Dec. 18, 2025
Reiterated MU Needham -- Buy $200 $300 Dec. 16, 2025
Initiation MU HSBC Securities -- Buy -- $330 Dec. 9, 2025
Reiterated MU Wolfe Research -- Outperform $200 $300 Dec. 2, 2025
Reiterated MU UBS -- Buy $245 $275 Nov. 20, 2025
Reiterated MU TD Cowen -- Buy $200 $275 Nov. 19, 2025
Reiterated MU UBS -- Buy $225 $245 Oct. 16, 2025
Downgrade MU New Street Buy Neutral -- -- Oct. 14, 2025
Upgrade MU BNP Paribas Exane Underperform Outperform -- $270 Oct. 13, 2025

News

Micron (MU) Is Up 10.28% in One Week: What You Should Know
MU
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Positive

Does Micron (MU) have what it takes to be a top stock pick for momentum investors? Let's find out.

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image for news Micron (MU) Is Up 10.28% in One Week: What You Should Know
Nasdaq 100 and S&P500: AI Rally Led by Micron Lifts US Stocks Today as Traders Reassess Forecasts
MU
Published: December 22, 2025 by: FXEmpire
Sentiment: Positive

US stocks rise as Micron and AI tech stocks lift Nasdaq and S&P500, with traders watching key data in a quiet Christmas week for the US stock market.

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image for news Nasdaq 100 and S&P500: AI Rally Led by Micron Lifts US Stocks Today as Traders Reassess Forecasts
Year-End Window Dressing? 3 Stocks Funds May Buy Late in 2025
MU, PLTR, WDC
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Positive

Micron Technology is among the AI winners funds may chase into the year-end window dressing as institutional investors load up on 2025's top performers.

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image for news Year-End Window Dressing? 3 Stocks Funds May Buy Late in 2025
Micron Technology: The Ride Has Just Begun
MU
Published: December 22, 2025 by: Seeking Alpha
Sentiment: Positive

Micron Technology, Inc. delivered over 300% stock price growth since April 2025 and remains a 'strong buy' despite recent gains. Q1 2026 revenue surged 57% y/y to $13.6B, driven by 69% DRAM growth, while the management team expects to more than double its revenue next quarter. While MU benefits from leadership position, timely technological updates, and strong demand - it remains heavily undervalued.

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image for news Micron Technology: The Ride Has Just Begun
Is Micron (MU) a Buy as Wall Street Analysts Look Optimistic?
MU
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Positive

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

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image for news Is Micron (MU) a Buy as Wall Street Analysts Look Optimistic?
Buy 3 AI Semiconductor Powerhouses Poised to Dominate 2026
MRVL, MU, NVDA
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Positive

NVDA, MU and MRVL are three AI chip giants, with booming data center demand and heavy hyperscaler spending setting the stage for 2026.

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image for news Buy 3 AI Semiconductor Powerhouses Poised to Dominate 2026
Micron Stock Is Soaring. Time to Buy?
MU
Published: December 21, 2025 by: The Motley Fool
Sentiment: Positive

AI memory demand, combined with pricing growth, is driving Micron's latest surge in growth. Record results and a big guidance boost impressed investors last week.

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image for news Micron Stock Is Soaring. Time to Buy?
Could This AI Leader Be the Market's Best Performer Next Year?
MU
Published: December 21, 2025 by: The Motley Fool
Sentiment: Positive

Micron just reported another strong quarter of sales and earnings growth. The company benefits from increasing demand for its DRAM memory.

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image for news Could This AI Leader Be the Market's Best Performer Next Year?
Why Is Micron Stock Soaring, and is it Time to Take Profits?
MU
Published: December 21, 2025 by: The Motley Fool
Sentiment: Positive

Micron (MU +6.89%) reported fantastic quarterly financial results that sent the stock price higher.

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image for news Why Is Micron Stock Soaring, and is it Time to Take Profits?
Is Micron Technology a Millionaire-Maker Stock?
MU
Published: December 21, 2025 by: The Motley Fool
Sentiment: Positive

Generative AI has led to a spike in demand for computer memory hardware. This is creating shortages, enabling Micron to increase growth and margins.

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image for news Is Micron Technology a Millionaire-Maker Stock?
'Fast Money' traders talk Micron and the AI trade comeback
MU
Published: December 19, 2025 by: CNBC Television
Sentiment: Positive

CNBC's "Fast Money" team discusses how the AI trade made a comeback this week, what they're watching and more.

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image for news 'Fast Money' traders talk Micron and the AI trade comeback
Tech ETFs to Buy as Micron Rallies 10% Post Q1 Earnings Beat
MU
Published: December 19, 2025 by: Zacks Investment Research
Sentiment: Positive

Micron surged over 10% after a strong Q1 beat, making tech ETFs with high MU exposure an attractive way to tap gains while diversifying risk.

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image for news Tech ETFs to Buy as Micron Rallies 10% Post Q1 Earnings Beat
Why Micron (MU) Might be Well Poised for a Surge
MU
Published: December 19, 2025 by: Zacks Investment Research
Sentiment: Positive

Micron (MU) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

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image for news Why Micron (MU) Might be Well Poised for a Surge
Micron: Stellar Results, But Here's Why It's A Hold And Not A Buy
MU
Published: December 19, 2025 by: Seeking Alpha
Sentiment: Positive

Micron Technology, Inc.'s AI-driven memory boom faces hard supply ceilings, with HBM fully booked through 2026 and displacing standard DRAM, which caps incremental revenue upside despite strong demand. Major fab and advanced packaging expansions in Idaho and Singapore will add substantial MU capacity only in 2027–2028, potentially coinciding with a memory supercycle peak and increasing cycle timing risk.​. Gross margins are inflecting higher on richer DRAM and HBM mix and strong pricing, and are likely to remain elevated before potentially compressing later in the decade if the cycle.

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image for news Micron: Stellar Results, But Here's Why It's A Hold And Not A Buy
Wall Street Roundup: Micron Earnings, EV Check-In
F, MU, RIVN, TSLA
Published: December 19, 2025 by: Seeking Alpha
Sentiment: Positive

Micron (MU) surged to new highs on robust earnings, historic margin guidance, and AI-driven demand, with products sold out through fiscal 2026. Ford (F) pivots its EV strategy, writing down $19.5B, shifting focus to hybrids, extended range, and launching a battery energy storage business targeting data centers.

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image for news Wall Street Roundup: Micron Earnings, EV Check-In
Micron Earnings Are Good Enough, For Now (Rating Upgrade)
MU
Published: December 19, 2025 by: Seeking Alpha
Sentiment: Positive

Micron Technology delivered a decisive upside surprise in Q1 '26, beating revenue and EPS expectations, and issued robust forward guidance that reset AI-driven sentiment. MU guided for $18.7 billion in revenue and $8.42 adjusted EPS for 2Q26, nearly doubling prior expectations, with gross margins set to expand to 68%. High bandwidth memory demand is outstripping supply, with the company 'more than sold out' for 2026, supporting a sustained pricing power narrative.

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image for news Micron Earnings Are Good Enough, For Now (Rating Upgrade)
2 Market Bargains to Snag Should the AI Sell‑Off Turns Brutal
MU, ORCL
Published: December 19, 2025 by: 24/7 Wall Street
Sentiment: Positive

The S&P 500 is starting to feel like it's about to roll over again, even after a nice Thursday session of relief in response to some cooler CPI (consumer price index) data.

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image for news 2 Market Bargains to Snag Should the AI Sell‑Off Turns Brutal
Micron Shares Jump on Earnings Beat - What's Next?
MU
Published: December 18, 2025 by: Zacks Investment Research
Sentiment: Positive

Micron Technology ( MU ) shares surged more than 11% after the company reported blowout earnings yesterday evening, easily beating analyst estimates on both the top and bottom lines. The most notable takeaway was Micron's guidance for next quarter, with revenue expectations raised to $18.7 billion from roughly $14.2 billion and earnings guidance nearly doubling from $4.78 per share to $8.42.

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image for news Micron Shares Jump on Earnings Beat - What's Next?
Micron stock pops as AI memory demand soars: 'We are more than sold out'
MU
Published: December 18, 2025 by: CNBC Television
Sentiment: Positive

Micron Technology's stock jumped after the company signaled robust demand for its memory chips and blew away fiscal first-quarter estimates. During an earnings call with analysts, Micron, which makes memory storage used for computers and artificial intelligence servers, said data center needs have fueled greater demand for its products.

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image for news Micron stock pops as AI memory demand soars: 'We are more than sold out'
US midday market brief: S&P 500 rebounds on cooler inflation as Micron sparks Nasdaq surge
MU
Published: December 18, 2025 by: Invezz
Sentiment: Positive

The S&P 500 appears poised to snap a four-day losing streak on Thursday as unexpectedly cooler inflation data reignited hopes for Federal Reserve rate cuts in 2026. The rebound was turbocharged by Micron Technology's blowout earnings guidance, which sparked a powerful rally in semiconductor and AI-related stocks.

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image for news US midday market brief: S&P 500 rebounds on cooler inflation as Micron sparks Nasdaq surge
AI trade is back on given magnitude of upside at Micron, says Silvant Capital's Sansoterra
MU
Published: December 18, 2025 by: CNBC Television
Sentiment: Positive

CNBC's "The Exchange" team discusses whether the AI trade is back on and where markets may be headed into 2026 with Michael Sansoterra, chief investment officer at Silvant Capital Management.

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image for news AI trade is back on given magnitude of upside at Micron, says Silvant Capital's Sansoterra
Micron earnings beat fuels rally as AI-driven memory demand strengthens
MU
Published: December 18, 2025 by: Proactive Investors
Sentiment: Positive

Shares of Micron Technology Inc (NASDAQ:MU) were up 13.5% on Thursday following the memory chip maker's better-than-expected first-quarter results and upbeat guidance for 2026. Micron reported revenue of $13.64 billion for Q1'26, surpassing analysts' estimates of $12.95 billion.

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image for news Micron earnings beat fuels rally as AI-driven memory demand strengthens
Micron Nearly Touches Record High Post-Earnings & MU Options Trade
MU
Published: December 18, 2025 by: Schwab Network
Sentiment: Positive

Micron's (MU) big earnings beat and guidance forecast offered a lift for the A.I. trade. Marley Kayden highlights the bullish reaction from analysts as shares rally strongly on the report.

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image for news Micron Nearly Touches Record High Post-Earnings & MU Options Trade
Micron Saved The AI Trade
MU
Published: December 18, 2025 by: Seeking Alpha
Sentiment: Positive

Micron Technology, Inc. just-reported fiscal Q1 earnings, and the AI trade was hanging in the balance. Records upon records were set, but whether the growth is sustainable keeps MU shares muted on a valuation versus growth basis. MU management is shareholder-friendly.

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image for news Micron Saved The AI Trade
Micron surges on soaring AI memory demand
MU
Published: December 18, 2025 by: CNBC Television
Sentiment: Positive

CNBC's Kristina Partsinevelos reports on Micron's margin boom.

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image for news Micron surges on soaring AI memory demand
Micron Technology Stock Soars on Strong AI Demand
MU
Published: December 18, 2025 by: Schaeffers Research
Sentiment: Positive

Micron Technology Inc (NASDAQ:MU) stock is soaring today, after the AI heavyweight's fiscal first-quarter results blew past estimates.

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image for news Micron Technology Stock Soars on Strong AI Demand
Here's why Susquehanna raised its price target on Micron to $345
MU
Published: December 18, 2025 by: CNBC Television
Sentiment: Positive

Mehdi Hosseini, senior equity research analyst at Susquehanna International group, joins 'Squawk on the Street' to discuss Micron's fiscal Q1 results, his predictions for the company's future, and more.

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image for news Here's why Susquehanna raised its price target on Micron to $345
Which Stock To Rally Next: Micron Or AMD?
AMD, MU
Published: December 18, 2025 by: Forbes
Sentiment: Neutral

Advanced Micro Devices experienced a decline of -5.3% over the previous day. You might feel inclined to acquire more shares, or you may consider reducing your investment.

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image for news Which Stock To Rally Next: Micron Or AMD?
Micron Technology Stock Soars 9% on Q1 Earnings Beat, Strong Guidance
MU
Published: December 18, 2025 by: Zacks Investment Research
Sentiment: Positive

MU shares jump 9% after Q1 FY26 earnings beat estimates, driven by strong HBM demand and upbeat Q2 guidance.

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image for news Micron Technology Stock Soars 9% on Q1 Earnings Beat, Strong Guidance
Micron: A Lever On AI Growth
MU
Published: December 18, 2025 by: Seeking Alpha
Sentiment: Positive

Micron Technology, Inc. delivered a strong Q1 earnings beat, driven by surging Data Center demand and record high bandwidth memory, or HBM, revenue. MU's entire HBM supply for the next year is contracted, with HBM4 adoption set to accelerate alongside Data Center build-outs. The firm's gross margin expanded to 57% in Q1'26 (+11.1 PP Q/Q), with Cloud Memory margins reaching 66%, highlighting robust earnings leverage.

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image for news Micron: A Lever On AI Growth

About Micron Technology, Inc. (MU)

  • IPO Date 1984-06-01
  • Website https://www.micron.com
  • Industry Semiconductors
  • CEO Sanjay Mehrotra
  • Employees 48000

Micron Technology, Inc. designs, manufactures, and sells memory and storage products worldwide. The company operates through four segments: Compute and Networking Business Unit, Mobile Business Unit, Storage Business Unit, and Embedded Business Unit. It provides memory and storage technologies comprises DRAM products, which are dynamic random access memory semiconductor devices with low latency that provide high-speed data retrieval; NAND products that are non-volatile and re-writeable semiconductor storage devices; and NOR memory products, which are non-volatile re-writable semiconductor memory devices that provide fast read speeds under the Micron and Crucial brands, as well as through private labels. The company offers memory products for the cloud server, enterprise, client, graphics, and networking markets, as well as for smartphone and other mobile-device markets; SSDs and component-level solutions for the enterprise and cloud, client, and consumer storage markets; other discrete storage products in component and wafers; and memory and storage products for the automotive, industrial, and consumer markets. It markets its products through its direct sales force, independent sales representatives, distributors, and retailers; and web-based customer direct sales channel, as well as through channel and distribution partners. Micron Technology, Inc. was founded in 1978 and is headquartered in Boise, Idaho.