Here are three stocks with buy ranks and strong growth characteristics for investors to consider today October 1st:
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.
Micron Technology, Inc. (NASDAQ:MU ) Q4 2025 Earnings Call September 23, 2025 6:00 PM EDT Company Participants Satya Kumar - Corporate VP of Investor Relations & Treasurer Sumit Sadana - Executive VP & Chief Business Officer Mark Murphy - Executive VP & CFO Manish Bhatia - Executive Vice President of Global Operations Conference Call Participants Thomas O'Malley - Barclays Bank PLC, Research Division Joseph Moore - Morgan Stanley, Research Division James Schneider - Goldman Sachs Group, Inc., Research Division Christopher Danely - Citigroup Inc., Research Division Vijay Rakesh - Mizuho Securities USA LLC, Research Division Aaron Rakers - Wells Fargo Securities, LLC, Research Division Brian Chin - Stifel, Nicolaus & Company, Incorporated, Research Division Quinn Bolton - Needham & Company, LLC, Research Division John Vinh - KeyBanc Capital Markets Inc., Research Division Kevin Cassidy - Rosenblatt Securities Inc., Research Division Presentation Operator Thank you for standing by, and welcome to Micron Technology's Post-Earnings Analyst Conference call. [Operator Instructions] I would now like to hand the call over to Satya Kumar, Investor Relations.
Micron Technology, Inc. delivered strong fiscal Q4 results, beating estimates on both revenue and earnings, with robust guidance for the upcoming quarter. MU's revenue grew 46% year-over-year, and gross margin expanded significantly, driven by data center demand and improved pricing power. Despite impressive growth and margin expansion, MU's free cash flow remains modest relative to its valuation, with a trailing FCF multiple around 50.
Micron Technology (MU) shares climbed in extended trading Tuesday after the memory chip maker posted record quarterly sales, boosted by surging demand for AI hardware.