Micron Technology Inc. (MU)
Micron: Fantastic Outlook Meets Fizzled Response
Micron delivered a strong FQ3 with better-than-expected bit shipments, pricing, and margins, signaling a somewhat surprising shift in the memory market environment, considering the prior earnings call tone. Guidance for FQ4 points to continued revenue and margin expansion, driven by tight inventories and constructive demand, especially in DRAM. The upcoming HBM4 transition and its higher pricing are set to provide tailwinds for FY26 and FY27, supporting a bullish long-term thesis and a fantastic outlook.
Micron Stock Soars 36% YTD: Still a Buy or Time to Book Profits?
MU rises 36% YTD, outpacing rivals as AI demand boosts memory chip sales, and its valuation still looks attractive.
Micron's stock is down 8% this week. These analysts see an opportunity to buy.
The memory-chip maker's latest high-bandwidth memory chips make Micron look better positioned than peers, Mizuho analysts say.
DRAM Demand Powers Micron Technology's Growth: Will the Momentum Last?
AI, auto, and mobile markets powered MU's DRAM sales up 51% in Q3, with FY25 revenue set for nearly 59% growth.
Is Micron (MU) a Buy as Wall Street Analysts Look Optimistic?
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?
Is Nvidia Topping Out? Why Micron Might Be the Next AI Winner
Nvidia ( NVDA ) just hit a staggering $4 trillion market cap, cementing its position as the most dominant force in the AI hardware space. It's an incredible milestone and one that reflects the company's overwhelming leadership in GPUs, data center infrastructure, and the broader AI compute stack.
2 Technology Stocks That Could Go Parabolic
Technology stocks have made an impressive recovery in the past three months or so following a difficult start to the year when a variety of factors, including a tariff-induced trade war, lofty valuations, and the lack of interest rate cuts by the Federal Reserve this year, spooked some investors.
Here is What to Know Beyond Why Micron Technology, Inc. (MU) is a Trending Stock
Recently, Zacks.com users have been paying close attention to Micron (MU). This makes it worthwhile to examine what the stock has in store.
Micron Q3 Gross Margin Hits 39% on Strong Pricing: More Upside Ahead?
MU's Q3 gross margin hit 39% on strong DRAM and NAND pricing. Management sees Q4 margins hitting 42%.
Does Micron (MU) Have the Potential to Rally 25.68% as Wall Street Analysts Expect?
The consensus price target hints at a 25.7% upside potential for Micron (MU). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Micron Insiders Sell But Investors Should Buy, Buy, Buy
Micron NASDAQ: MU insiders sold in Q2 2025 and continued the trend in Q3, but investors shouldn't. The insider selling coincides with the onset of a robust rebound in share prices, and share-based compensation is in play.
Capitalize On Rising Demand: Why Micron Is Poised For Growth
Micron's strong Q3 FY25 results and surging AI-driven HBM/DRAM demand signal the early stages of a memory upcycle, supporting my continued buy rating. Tight DRAM inventories, robust revenue growth, expanding margins, and a low forward PEG ratio highlight Micron's substantial upside potential despite cyclical risks. The expansion of AI solutions in the data center drives demand for high-powered memory chips, benefiting Micron.
