The sequential decline in profitability, coupled with pricing pressures and bearish technical indicators, make MU stock a risky bet at current levels.
Micron (MU) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Micron's Q2 FY 2025 results exceeded expectations, with strong revenue growth and profitability, driven by high demand in the data center and automotive sectors. Despite initial positive market reaction, profit-taking led to an 8% drop in share price, presenting a buying opportunity, given Micron's strong fundamentals. Micron's Q3 FY 2025 outlook shows continued revenue growth, but margin pressures due to a strategic shift toward lower-margin products and underutilized NAND capacity.
Micron Technology (MU -8.03%) reported what I thought were solid earnings, and its stock price is still falling the day after it announced the figures.
Micron Technology, Inc.'s strong AI-driven demand, especially in data center DRAM and HBM, positions it for significant growth despite recent stock volatility. Q2 results showed a 38% YoY revenue jump, with DRAM revenue up 47%, highlighting robust fundamentals and market leadership. Despite short-term concerns in NAND flash, Micron's AI and data center momentum suggests a long-term growth trajectory, making shares a strong buy.
Pierre Ferragu, head of tech infrastructure research at New Street Research, says Micron didn't want to set expectations too high when the chipmaker told investors margins will miss analysts' estimates this quarter. Ferragu spoke with Tim Stenovec on “Bloomberg Technology.
I believe the Micron Technology, Inc. post-earnings selloff was exaggerated, especially considering the strong momentum in HBM revenue growth and 2025 capacity is already sold out. I still don't see clear signs of demand recovery in the mobile and storage segments. That said, FQ3 guidance has priced in the current headwinds in these 2 segments. Speaking of headwinds, I think the trends in NAND pricing look pretty weak. The picture doesn't improve when factoring in rising inventories and ongoing margin pressure heading into FQ3.
Shares of Micron Technology (MU) turned lower Friday after the company's fiscal second-quarter results a day earlier, but analysts have remained bullish on the memory chip company.
U.S. stocks traded lower midway through trading, with the Nasdaq Composite falling around 0.1% on Friday.
Computer memory maker Micron Technology (MU -7.65%) saw its stock slide an unlucky 7% through 10:30 a.m. ET Friday, despite exceeding expectations on its fiscal second-quarter 2025 earnings report last night.
Shares of Micron Technology Inc. (NASDAQ:MU ) tanked in early trading Friday, even after the company reported upbeat fiscal second-quarter results.
Micron's shares fell 8% on Friday, as its dour margin forecast took the shine off a robust quarterly revenue outlook driven by demand for its semiconductors used in artificial intelligence tasks.