Micron Technology, Inc. (MU)
Micron: A Momentum Stock With Strong Fundamentals
Micron Technology is upgraded to 'strong buy' after delivering over 108% gains in under four months, driven by AI memory demand. Q1 results shattered expectations: $4.78 adjusted EPS on $13.6B revenue, with Q2 guidance targeting $18.7B revenue, $8.42 EPS, and 68% gross margins. MU's forward PEG and EV/EBITDA remain attractive versus peers, signaling undervalued growth despite recent rallies and sector multiple compression.
Micron Has Tripled in 2025 - Still a Discounted Strong Buy
MU shares surged over 200% in 2025 on booming HBM demand, record revenues and cash flow, and upbeat guidance that suggests the rally may still run.
Micron (MU) Is Up 9.41% in One Week: What You Should Know
Does Micron (MU) have what it takes to be a top stock pick for momentum investors? Let's find out.
Micron: Three Significant Risks That Could Be Crucial In The Long Term
Micron Technology (MU) remains a 'Buy' for 2026, driven by strong AI-related memory demand and current pricing power. MU faces three key risks: cyclical valuation, potential oversupply and approaching peak margins in 2026–2027. Samsung's advances in HBM4 and aggressive pricing could accelerate a memory market oversupply, impacting MU's margins and profitability.
Micron Technology Stock Can Do No Wrong Right Now | MU Stock
Shares of Micron Technology (NASDAQ:MU) have surged dramatically, coinciding with a shift in retail investor sentiment on platforms like Reddit and X from moderate to extremely bullish.
AI memory is sold out, causing an unprecedented surge in prices
This year, there won't be enough memory to meet worldwide demand for memory because powerful AI chips made by companies like Nvidia, AMD and Google need so much of it. Prices for computer memory, or RAM, are expected to rise over 50% this quarter compared to the last quarter of 2025.
Micron Technology: The AI Memory Chip Cash King To Buy
Micron Technology, Inc. remains a Strong Buy, with supply chain constraints and AI-driven demand fueling record revenue and margin expansion. Q1 revenues surged 56.7% year-on-year to $13.6B, with gross margins up 170 bps and operating income up 168.2%. MU guides for Q2 sales of $18.7B and EPS of $8.22–$8.62, supported by locked-in HBM pricing and improved node efficiencies.
Can AI-Driven DRAM Demand Sustain Micron's Revenue Upswing?
MU is riding on an AI-fueled DRAM boom as higher memory content, pricing gains and tight supply drive revenue growth.
Up 3x In 2025, What's Next For Micron Stock?
After years of being one of the most volatile entities in semiconductors, Micron is poised to enter 2026 at a significant turning point. The company is shifting its competition away from primarily commodity DRAM pricing and is moving towards high-demand, valuable memory that is essential for AI infrastructure.
Outsized Gains: Factors That Determine Stock Outperformance
When it comes to outperformance, several factors, including robust sales growth, margin expansion, innovation, and favorable earnings estimate revisions, are all contributing factors.
Memory Chip Stocks are Red-Hot. Is it Too Late to Buy?
The memory chip stocks have been really heating up to start the year, thanks in part to the AI-driven RAM shortage, which could last well into the year's end and perhaps beyond.
Samsung Expects Record Profit as Memory Chip Prices Soar. What It Means for Micron Stock.
Micron could get a boost from Samsung's blowout profit forecast.
