Micron has pivoted from a cyclical memory company to a core supplier to hyperscalers. FY2026 guidance points to record revenue driven by multiyear AI demand and long-term HBM agreements locked through 2026. Currently trading at 13x forward earnings and 7.7x EV/EBITDA, despite 100% EPS growth expectations representing a deep valuation gap to peers.
BOISE, Idaho, Oct. 30, 2025 (GLOBE NEWSWIRE) -- In a release issued under the same headline on Thursday, October 30th by Micron Technology, Inc. (Nasdaq: MU), please note that the time of the conference has been updated from 7:20 a.m. Mountain Time to 6:00 a.m. Mountain Time. The corrected release follows:
BOISE, Idaho, Oct. 30, 2025 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) announced today that company executives will participate in a fireside chat at RBC Capital Markets' 2025 Global Technology, Internet, Media & Telecommunications Conference in New York City on Wednesday, November 19, at 7:20 a.m. Mountain Time.
Nvidia stock price jumped to a record high on Tuesday, bringing its market capitalization closer to the $5 trillion market capitalization. It has jumped by over 47% this year and by over 28,000% in the last decade.
Micron Technology (MU) stock has surged 35.5% over the past 21 trading days, driven by a wave of dealmaking aimed at expanding large-scale AI data centers. This build out is expected to fuel strong demand for high-bandwidth memory used in AI chips, helping suppliers like Micron.
With the "framework" for a U.S.-China trade deal now reportedly established, the VanEck Semiconductor exchange-traded fund (ETF) (SMH) is up 2% and at a record high of $358.21, on the prospect of avoiding the new 100% tariff on China exports.
Western Digital and Seagate were once sleepy cyclical stocks. But storage technology is now at the heart of the AI boom, and analysts see no signs of a slowdown ahead.
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