Micron Technology, Inc. (MU)
Micron Eyes High-Teen DRAM Demand Growth: Is It Sustainable?
MU projects high-teen DRAM demand growth in 2025, fueled by AI-driven applications and record data center sales.
Micron and BigBear Stocks Diverge After Results. What It Says About the AI Trade.
BigBear.ai is the latest software stock to stumble but Micron Technology is a reminder that the hardware side of the AI boom is still robust.
Is It Worth Investing in Micron (MU) Based on Wall Street's Bullish Views?
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?
Micron's New Guidance: Why This AI-Driven Rally May Still Have Room To Run
Micron Technology, Inc. is benefiting from strong AI-driven demand, pricing power, and next-gen products like HBM, leading to upgraded guidance and robust earnings growth. The company's vertical integration and operating leverage amplify profits during upcycles, but also increase volatility during downturns—typical of the semiconductor sector. Valuation remains attractive versus peers, with potential for multiple expansion as AI demand is still in its early stages and growth outpaces sector averages.
Micron Technology: Improved Guidance And AI-Driven Catalysts Equal A Strong Buy
Micron's Q3 2025 results were great, driven by record DRAM sales and significant margin expansion, reinforcing my bullish stance. Micron has just increased its Q4 2025 guidance from $10.7B to $11.2B. Potential 100% semiconductor tariffs pose minimal risk to Micron due to its U.S. operations and likely exemptions for key partners.
Micron Technology, Inc. (MU) KeyBanc Technology Leadership Forum Conference (Transcript)
Micron Technology, Inc. (NASDAQ:MU ) KeyBanc Technology Leadership Forum Conference Call August 11, 2025 11:00 AM ET Company Participants Satya Kumar - Corporate VP of Investor Relations & Treasurer Sumit Sadana - Executive VP & Chief Business Officer Conference Call Participants John Nguyen Vinh - KeyBanc Capital Markets Inc., Research Division John Nguyen Vinh Good morning, everybody. My name is John Vinh.
Chip Stocks Are Rising Today. There Are a Few Reasons Why.
Chip stocks are rising to start the week. The reasons range from upbeat indications about demand to hopes of peace with Washington.
Is This the Best AI Stock to Buy Now (Hint: It's Not Nvidia)
Key Points in This Article: Micron Technology (MU) is emerging as a key AI stock, often overshadowed by Nvidia, AMD, and Broadcom.
Micron Technology raises fiscal Q4 guidance on strong DRAM pricing and execution
Micron Technology Inc (NASDAQ:MU) has updated its fiscal fourth quarter 2025 financial guidance, noting that its improved outlook reflects better pricing, particularly in DRAM, and strong execution. The company raised its revenue forecast to $11.2 billion plus or minus $100 million, up from the prior estimate of $10.7 billion plus or minus $300 million.
Micron's stock climbs after upbeat guidance. Here's what's driving the momentum.
One analyst says the guidance is “a clear slap in [the] face to all the bears.”
Why the Market Dipped But Micron (MU) Gained Today
Micron (MU) closed at $111.87 in the latest trading session, marking a +2.84% move from the prior day.
Micron: Valued As If There Is No AI
Micron is currently valued as if AI doesn't exist with a forward P/E of just 13 and Price/FCF around 7, offering significant upside potential. The new AI data center SSD product and a thriving data center market provide solid long-term growth catalysts for Micron. Despite competitive and macro risks, I reiterate a 'Strong Buy' rating for MU given its rock-solid fundamentals and attractive valuation.
