The artificial intelligence (AI) revolution is transforming every corner of the global economy. Nvidia, the company at the center of this revolution, continues to be a Wall Street favorite for all the right reasons.
Even as Analog Devices fell 5.3% during the past day, its peer Micron Technology may be a better choice. Consistently evaluating alternatives is core to a sound investment approach.
MU, UGP and WDC made it to the Zacks Rank #1 (Strong Buy) growth stocks list on October 10, 2025.
MU's surging AI memory demand, soaring earnings and cheaper valuation give it an edge over TXN in the chip race.
We think there is not much to worry about regarding MU stock based on its overall Strong operational performance and financial health. This aligns with the stock's High valuation, leading us to consider it as Fairly Priced.
URBN, MU and WDC made it to the Zacks Rank #1 (Strong Buy) growth stocks list on October 9, 2025.
Micron is experiencing robust demand across data centers, PCs, smartphones, and autos, driving a multi-year growth inflection. MU's Q4 revenue surged 46% year-over-year, beating expectations, with accelerating growth and rising DRAM and NAND prices. Supply constraints and long-term contracts, especially in high-bandwidth memory, support continued price strength and a positive outlook through FY26.
URBN, MU and PATH made it to the Zacks Rank #1 (Strong Buy) growth stocks list on October 7, 2025.
Micron Technology's (MU) stock has had a strong run in 2025 so far, and some Wall Street bulls say it's set to move. higher, as AI-driven orders grow.
Micron Technology's memory demand destruction is well behind us, as the close partnership with NVDA and 6 hyperscalers drives its renewed growth opportunity. With an outsized FQ4'25 performance and promising FQ1 '26 guidance, I can understand why the consensus has drastically raised their estimates and FOMO traders have piled in. With MU also reporting demand recovery in the automotive and industrial end markets, we believe that the rally has been well deserved, albeit occurring rather fast/furiously.
Micron (MU) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
MU, PATH and PRIM made it to the Zacks Rank #1 (Strong Buy) growth stocks list on October 3, 2025.