Micron Technology, Inc. (MU)
Micron to impose surcharge on some products amid tariff pressure
Micron Technology Inc (NASDAQ:MU) will impose a tariff-related surcharge on select products starting Wednesday, in response to new US trade levies, Reuters reported. Shares of the memory chipmaker rose 5.3% in premarket trading.
It's Time To Start Layering Into Micron Stock Again
Investing in deeply cyclical businesses like Micron can be difficult for individual investors. Understanding historical earnings cyclicality and why earnings are not a good way to value Micron is essential to avoid paying too much for the stock. This article shares my philosophy and purchasing strategy for Micron, which has worked well for me in the past.
Micron Technology, Inc. (MU) Is a Trending Stock: Facts to Know Before Betting on It
Micron (MU) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Patience Pays: Waiting Until After Trump's Liberation Day To Buy Micron Stock
Micron Technology, Inc.'s stock is volatile, currently at $87, and I think it will drop further to its 52-week-low at $83.54 after Trump's Liberation Day due to tariffs on semiconductor imports. I think that's when MU stock will be most attractive, and, hence, I'm initiating it with a buy. Anticipated tariffs may temporarily hurt Micron, but federal investments and AI market growth position it for a significant rebound.
Micron's Bullish Support And Promising H2 Commentary Trigger Strong Buy Rating
MU's double beat FQ2'25 performance, robust FQ3'25 guidance, and promising H2'25 commentary imply that the worst of the memory chip correction is well behind us. Despite the elevated inventory levels and higher net debt position, its improving gross margins signal financial recovery, with data center demand expected to strengthen in H2'25. MU's stock appears undervalued at our estimated FWD PEG ratio of 0.63x compared to its historical trends and semiconductor peers, with it offering rich double digit capital appreciation prospects.
Micron Is A Broken Stock, Not A Broken Company (Rating Upgrade)
Despite a 45% drawdown, Micron's robust demand for HBM products amid AI infrastructure buildout supports a "Buy" rating. Micron's recent price hikes and strong Q2-FY2025 earnings counter margin contraction fears. Assuming a 20x P/FCF exit multiple, Micron could trade at ~$192 per share in five years, implying a 5-year CAGR return of +17.26%.
Micron Stock: Buy Before The Supercycle
Micron Technology reported earnings on March 20th. MU stock fell in response to gross margin pressure as NAND pricing faces pressure. DRAM and NAND will likely both see favorable conditions in FY2026, leading to record operating results.
What's Going On With Micron Stock?
Micron's (MU -2.88%) management team highlighted critical insights that investors should know.
Investing In U.S. Based Semiconductor Fabs
Tariffs on semiconductors change the landscape and business models of IC vendors. Companies with US fabs may have a potential advantage over the near term. Intel. Micron, and Texas Instruments are the most notable examples, but a variety of companies have US fabs – and more are coming.
Micron: AI Demand Is Just The Beginning
Micron reported $8.1B in Q2-FY25 revenue, up 38% YoY, with DRAM contributing $6.1B and rising 47%. HBM demand remains strong, with CY25 supply sold out and CY26 contracts underway; TAM revised to over $35B. Valuation metrics show deep discounts, including a forward P/E of 13.53 vs. sector median of 22.10 (–39% gap).
1 No-Brainer Artificial Intelligence (AI) Stock to Buy Before It Skyrockets
Though Micron Technology (MU -2.88%) stock has witnessed big swings so far in 2025, shares of the memory specialist are still up 15% this year, as of this writing, and it looks like the stock is set to fly higher following the release of its fiscal 2025 second-quarter results.
Prediction: Micron Stock Will Soar Over the Next 3 Years. Here's 1 Reason Why.
Micron (MU -1.00%) hasn't received as much attention as other chip stocks like Nvidia in the artificial intelligence (AI) era, but the memory-chip maker is emerging as one of many winners from the emerging technology.
