MU's NAND sales climb 18% to $8.5 billion in FY25, with G9 SSDs and AI-driven storage fueling momentum into 2026.
Micron Technology is upgraded to a strong buy due to robust Q4 results and attractive valuation despite all-time high stock prices. Micron's Cloud Memory segment is driving explosive growth, with AI data center demand fueling record revenues and margin expansion. Forward P/E of 11.22 positions Micron as deeply undervalued compared to the IT sector, offering a compelling risk/reward for investors.
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Micron Technology remains a 'buy' despite recent pullback, as strong AI-driven demand and record earnings highlight a secular recovery. Micron's Q4 and full-year results delivered record revenues, with DRAM for AI as the primary growth engine. Valuation metrics show Micron is undervalued versus peers, but concerns persist over low ROIC, high capex, and cyclical risks.
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Micron Technology, Inc. has just delivered record FY 2025 results, with revenue and profitability reaching all-time highs, driven by strong demand for its memory solutions. MU's Q4 2025 revenue surpassed guidance, and operating margins expanded significantly, with diluted EPS rising nearly 11-fold year-over-year. Management projects strong Q1 2026 results, highlighting leadership in HBM, DRAM, and NAND technologies, and robust AI-driven demand.
Zacks.com users have recently been watching Micron (MU) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Micron Q4: Record-Setting Performance, I'm In
I'm downgrading Micron Technology (MU) stock from "Buy" to "Hold", after a rapid price surge and strong outperformance of previous targets. MU's fundamentals have improved, with robust HBM and server DRAM demand, and Q1 FY2026 guidance significantly beating consensus estimates. Despite strong earnings momentum, MU's valuation now offers limited upside (8-9%, based on my math), with no margin of safety for new investors.
Micron (MU) shares were little changed in premarket trading Wednesday after the memory chip maker posted better-than-expected quarterly results and issued a rosy forecast amid surging AI-related demand.
Micron gave an upbeat forecast for the current quarter, helped by demand for artificial intelligence equipment. The company said fiscal first-quarter revenue will be roughly $12.5 billion, higher than $11.9 billion estimated by analysts.