Micron Technology Aktie News

I'm downgrading Micron Technology, Inc. to a Hold ahead of its fiscal Q1 '26 release, despite strong AI-driven fundamentals and a 186.5% YTD rally. MU's pivot from consumer to enterprise DRAM/HBM, driven by AI and data center demand, supports a structurally bullish long-term thesis. DRAM and NAND pricing is surging amid supply constraints, but MU's near-term risk-reward is unfavorable given hig...

Micron stock price tanked in the past few days, erasing some of the gains made earlier this month, as investors reacted to the recent Oracle and Broadcom earnings. It dropped to a low of $240, down sharply from the year-to-date high of $264.46.

Wall Street expects Micron to report earnings per share between $3.77 and $3.94, representing more than double the $1.79 posted in the same period last year.

Micron Technology (MU) is refocusing on high-margin Cloud Memory, leveraging robust demand from hyperscalers and strong HBM chip adoption. MU's Cloud Memory business, with 59% gross and 48% operating margins, is expected to drive margin expansion as product mix shifts away from Mobile & Client. I reiterate a Buy rating on MU with a $311 price target, based on 10.18x eFY27 EV/aEBITDA, reflecting...

Micron's 2025 surge reflects re-rating from commodity cyclical importing to AI memory leader; I think Q1 2026 earnings will confirm this shift with a beat and raise. Data center now drives 56% of volume and roughly 52% gross margin, suggesting a structurally higher profitability base versus Micron's old 30–40% norm for longer. HBM revenue hit about $2B quarterly, $8B annualized; HBM3E ramps abs...

This week brings delayed November jobs and consumer-price data, as well as earnings reports from FedEx, Darden, Accenture, and more.

The data drought of the government shutdown is giving way to a deluge.

Strong financial results have driven Micron stock up 85% in the last three months. The stock is trading at 15 times next year's earnings estimate.