Micron Technology, Inc. (MU)
With Micron's stock well off its peak, investors want proof that the AI boom can last
Investors in memory stocks are looking for signs that elevated pricing can be sustained for years without demand suffering.
4 Semiconductor Stocks to Benefit as Cars Become AI-Powered
MU, ON, NXPI and NVDA stand to gain as AI-powered vehicles drive demand for memory, processors, sensors, networking and power chips.
Micron Earnings: I Was Worried For Nothing (Rating Upgrade)
Micron Technology, Inc. delivered an extraordinary Q3, prompting a rating upgrade to buy as AI-driven demand fuels record revenue and margin growth. MU Q3 revenues soared 346% y/y to $41.46B, with gross margins at 84.6% and operating margins at 80.4%, surpassing even leading fabless peers. Management guided Q4 revenues to $50B and gross margins to 86%, with $100B in minimum contracted revenue de-risking future capex.
Micron (MU) Is Considered a Good Investment by Brokers: Is That True?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Micron Vs. Sandisk: Time To Bank The Pair Trade
Micron and Sandisk have both seen significant valuation expansion, with the pair trade thesis now played out; I rate both stocks Hold. MU's Q3 revenue surged ~350% YoY, but price ceilings and supply constraints now cap further upside, reducing explosive multiple expansion potential. Sandisk's earnings revisions remain strong, supported by robust NAND pricing, but elevated multiples and sector rotation risks temper further bullishness.
Micron & 2 Momentum Stocks to Buy in July for Explosive Upside
MU, STX and SNX screened as top momentum stocks, combining strong price trends, earnings surprises and growth expectations for July.
F & GM's Deals With Micron: Is MU Stock Worth Buying Now?
Micron's Ford and GM supply deals, AI-driven HBM demand and tight memory supply strengthen its growth case after a sharp rally.
Micron's stock falls as investors wonder if the memory market is near the top
Micron Technology's stock is falling hard on Tuesday as investors look past a massive profit boom at memory rival Samsung Electronics.
How Micron Accidentally Capped Its Own AI Growth Story
This article was written by Doug Nathman, with research by his team at Trefis.
Prediction: Can Micron Keep Riding the AI Boom?
Micron Technology (NASDAQ:MU | MU Price Prediction) has become the memory story of the AI cycle.
Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff
Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday's rebound.
Insiders Are Dumping Micron At The Highest Rate Since 2010. Is It Time To Get Out?
Micron insiders have sold more than $100 million in company stock over the past 24 months, and they're not slowing down.
