Micron Technology Inc. (MU)
Micron Q3: We're At Fair Value, But The Bull Run Doesn't Stop Here
Micron's valuation might look overextended now, but it's still essentially fairly valued. This bull run isn't over, but this isn't a time when elite investors will be buying. The Company faces a closer cyclical cliff potential than other AI names. There may not be a smooth transition from AI capex to robotics demand at scale. I'm anticipating about a 25% return for MU stock over the next 12 months. At that point, I will likely sell my position and find new undervalued growth stocks.
Strong AI Revenue Lifts Micron Stock
Micron Technology (NASDAQ: MU) announced impressive Q3 FY'25 results (August fiscal year). Revenue increased by 37% year-over-year, reaching $9.3 billion, surpassing expectations, while adjusted earnings were reported at $1.91, significantly higher than the $1.60 consensus.
Micron Is Still A Buy After Its Monster Rally
Micron's Data Center segment is thriving, driven by AI demand, record DRAM revenues, and promising partnerships with AMD. Q3 financials were robust, with revenue up 36.56% and EPS surging 208%, reflecting strong margin expansion and operational efficiency. Guidance for Q4 is bright, projecting revenue growth acceleration and continued margin strength, dispelling fears of a slowdown.
Micron: It's Time To Take Money Off The Table (Rating Downgrade)
Micron has benefited significantly from the AI infrastructure growth, but recent gains may have priced in peak optimism and market share advances. Key metrics show strong HBM revenue growth and margin improvements, yet cyclical risks and growth normalization loom beyond FY2026. Despite AI-driven tailwinds, MU's valuation is now in line with historical averages and price targets have largely been met.
Buy Micron Technology (MU) Stock for AI Growth After Record Quarterly Sales?
Micron Technology (MU) is at the top of an expansive list of companies that are experiencing AI-driven growth thanks to high demand for semiconductor memory solutions.
Micron: Deeply Mispriced
Micron delivered strong Q3 results, driven by surging AI demand and rapid ramp-up of high-bandwidth memory (HBM3E) shipments. Micron crushed estimates for the third fiscal quarter amid strong fundamentals in the Data Center industry. AI-led growth fueled record DRAM revenue and a massive 359% year-over-year increase in adjusted free cash flow, supporting a bullish outlook.
Chip Stock Hits 2025 Peak Before Reversing Gains
Micron Technology Inc (NASDAQ:MU) stock is 1.7% lower to trade at $125.06 at last check, despite the chipmaker's fiscal third-quarter earnings and revenue beat.
Micron Beats on Q3 Earnings: Will Strong Guidance Uplift the Stock?
MU beats Q3 earnings with 208% EPS growth and strong HBM demand, lifting guidance well above estimates for Q4.
Micron: A Hot Buy Heats Up, Fresh All-Time Highs Are Coming
It should have been no surprise that Micron's NASDAQ: MU FQ3 earnings report was a blowout. Its position in the memory market, the normalization of end markets, and the rise of AI are driving business and indications across the spectrum are favorable.
Micron Stock Gains as Analysts Hike Price Targets. Why Its Earnings Excited Wall Street.
At least three analysts had increased their price targets on the stock by early Thursday, with the average recommendation now standing at $141.
Micron: Still At The Top Of A Long Winning Cycle
Micron Technology is breaking out of its cyclical stock mold, driven by unprecedented AI-fueled demand and disciplined supply management. Strong Q3 results, with revenue up 37% year-over-year and continued margin expansion, reinforce my buy rating and outlook for further upside. AI-driven data center demand is doubling, and Micron's proactive supply controls are stabilizing margins and reducing risk of oversupply cycles.
Micron Technology, Inc. (MU) Q3 2025 Post Earnings Analyst Call Transcript
Micron Technology, Inc. (NASDAQ:MU ) Q3 2025 Post Earnings Analyst Conference Call June 25, 2025 6:00 PM ET Company Participants Manish H. Bhatia - Executive Vice President of Global Operations Mark J.
