Micron Technology, Inc. (MU)
Micron Technology, Inc. (MU) Presents at Global Technology, Internet, Media & Telecommunications Conference 2025 Transcript
Micron Technology, Inc. ( MU ) Global Technology, Internet, Media & Telecommunications Conference 2025 November 19, 2025 8:15 AM EST Company Participants Mark Murphy - Executive VP & CFO Scott DeBoer - Executive VP and Chief Technology & Products Officer Conference Call Participants Srinivas Pajjuri - RBC Capital Markets, Research Division Presentation Operator From Micron Technologies, Executive Vice President and Chief Technology and Products Officer, Scott DeBoer; Executive Vice President and Chief Financial Officer, Mark Murphy; and your moderator from RBC Capital Markets Research Analyst, Srini Pajjuri. Srinivas Pajjuri RBC Capital Markets, Research Division Good morning, everyone.
Why Micron (MU) is a Top Momentum Stock for the Long-Term
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Wall Street Bulls Look Optimistic About Micron (MU): Should You Buy?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Why Micron Remains One Of The Top Momentum Stock For 2026
Micron (MU) is positioned to benefit from a DRAM supply crunch driven by surging AI demand, supporting a continued boom phase into FY26. MU's stock has more than doubled in the past year, and a significant supply shortage is expected to persist until new capacity ramps up in FY27. Despite stretched valuations, MU remains a strong momentum play, with a buy rating justified by robust revenue and margin growth forecasts through FY26.
Here's Why Micron (MU) Fell More Than Broader Market
The latest trading day saw Micron (MU) settling at $241.95, representing a -1.98% change from its previous close.
The memory boom has been great for Micron — but could hurt these other tech stocks
Morgan Stanley analysts are getting worried about potential profit pressure at Dell and HP due to surging memory prices.
Micron Technology, Inc. (MU) Is a Trending Stock: Facts to Know Before Betting on It
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 At $250 Isn't Peaking - It's Powering The Next AI Supercycle
Micron Technology stands at a pivotal point near $250, with strong AI-driven growth and a geopolitical moat supporting a bullish outlook. MU's recent revenue and margin outperformance, combined with robust AI demand, suggests higher highs and structurally improved cycles compared to pre-AI eras. A DCF analysis points to a fair value of ~$375, implying 50% upside, though risks from cyclicality, policy, and competition remain significant.
If You Wait for the Dip, Micron Technology Could Leave You Behind
While concerns that the AI demand outlook is overblown and players like OpenAI will struggle to meet their commitments regarding GPUs are valid, these are bricks in a Wall of Worry built on a robust demand spike and the foundations of a multi-year memory chip supercycle.
Buy This Top AI Stock Down 20% After Nvidia Confirms AI Boom
Buy chipmaker Micron stock down 20% for great value and long-term artificial intelligence (AI) growth.
Micron: Picks And Shovels For AI
As history has shown us, during the Gold Rush, it was the sellers of picks and shovels who profited most, not the gold miners themselves. Micron Technology, Inc. reminds me of a picks and shovels seller because it provides the essential memory chips that power today's AI gold rush. Meanwhile, MU stock is significantly undervalued compared to peers like Nvidia, AMD, and Broadcom.
2 Chip Hardware Stocks Suffering From Sector Headwinds
Memory chip stocks are deep in the red today, after Japanese peer Kioxia's earnings and revenue were dismally short of estimates.
