Micron Technology, Inc. (MU)
Micron: Remember, Nobody Rings A Bell At The Bottom (Technical Analysis, Upgrade)
Micron Technology stock is highly cyclical, suggesting investors should only consider buying aggressively at or close to its cyclical bottoms. MU stock collapsed about 60% from its 2024 highs, as the market showed us once again that it's always forward-looking. I demonstrate why. I also explain why MU's $60 level is anticipated to be a robust support zone that should see buyers looking to defend it aggressively, bolstering buying momentum.
Why Micron Stock Is Jumping Today
Micron Technology (MU 3.89%) stock is moving higher Wednesday with some big help from bullish momentum for the broader market. The company's share price was up 4.6% as of 3:25 p.m.
Micron Stock Plunges 28% in a Month: Should You Hold or Exit?
With its strong positioning in AI and data center markets, along with an attractive valuation, holding MU stock is the prudent choice for investors right now.
Micron's Sell-Off Makes No Sense
Micron's HBM revenue surged 50% sequentially in Q2 FY25, reaching over $1B and driving 57% of CNBU sales. Estimated $5–7B in China-exposed revenue faces 25% tariffs, potentially reducing EPS by $0.44–$0.62 per share. Despite consensus FY25 EPS of $6.97, shares dropped 20%—more than double the worst-case 9% earnings hit.
Why Micron Stock Sank Today
Micron Technology (MU -2.81%) stock ended Monday's trading in the red. The company's share price fell 3% in the session and had been down as much as 4.6% earlier in the day.
Micron: A Buy Recommendation Despite Current Market Woes
A trade war threatens Micron Technology, Inc.'s revenue growth as 80% of its sales are international. Management's Q3 FY 2025 gross margin guidance was weaker than analysts' forecasts, dampening investor sentiment. Micron has a significant potential upside opportunity in high bandwidth memory, which is necessary for training sophisticated AI algorithms.
Micron: A Nice Opportunity To Capitalize On Broader Market's Weakness
Tangible book value per share demonstrated consistent growth over the last several quarters, which directly affects shareholders' value. Micron's collaboration with Nvidia and favorable industry trends, particularly in AI and data centers, bolster its long-term growth prospects. Using a DCF approach, Micron's intrinsic value is 62% higher than its current share price, presenting a compelling buying opportunity.
Micron Technology, Inc. (MU) is Attracting Investor Attention: Here is What You Should Know
Recently, Zacks.com users have been paying close attention to Micron (MU). This makes it worthwhile to examine what the stock has in store.
Selling Micron? You May Regret It (Technical Analysis, Rating Upgrade)
Despite a 35% decline since mid-January, I believe selling Micron Technology now is a mistake due to its strong fundamentals and attractive valuation. Technical analysis shows bearish momentum, but recent earnings indicate robust financial health and resilience, making Micron a top AI beneficiary. Micron's Q2 results were strong, with impressive revenue and EPS growth, and while Q3 guidance shows deceleration, growth remains solid.
Micron Tumbles on Tariff Threat: Risk/Reward Outlook Improves
Micron NASDAQ: MU is among the most tariff-exposed semiconductor stocks on the market. While its microchips are exempt from Trump's tariffs, its business includes memory modules and SSD equipment that are not.
Why Micron Stock Is Plummeting Today
Micron Technology (MU -10.12%) stock is getting hit with big sell-offs Thursday. The memory-chip and storage company's share price was down 12.3% by midday.
Micron Technology: I'm Doubling Down
Trump's tariffs announcement caused significant market uncertainty, but semiconductors, including MU, are currently excluded from these tariffs, which is crucial for MU's stability. MU's role in the AI revolution is pivotal, with its innovative memory and storage solutions complementing NVIDIA's GPUs, essential for data centers and AI development. Despite market struggles, MU's valuation is opportunistic with a forward EV to EBITDA multiple of 4.8x, making it an attractive investment given its leadership position in the niche.
