Micron Technology Aktie News

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.

I am upgrading Micron Technology to Strong Buy, driven by explosive AI-fueled demand for advanced memory chips. MU's HBM3E and HBM4 products are fully contracted for 2026, securing pricing power and multi-year growth visibility. Despite robust growth, MU trades at a steep valuation discount—FWD P/E of 9.8x vs. sector median 25x, and 46% EV/EBITDA discount.

Micron Technology is likely to deliver a big earnings beat and solid guidance. That's thanks to the favorable demand-supply dynamics in the memory market.

Micron stock and Jabil are in new growth phases thanks to booming AI and data center demand for memory, storage, and hardware.

Micron Technology (MU) is benefiting from a memory supercycle, driven by HBM market share gains and surging memory prices. MU's data center segment now comprises 56% of revenue with 52% gross margins, aided by strategic exit from the Crucial consumer business. Despite strong fundamentals and AI tailwinds, MU is downgraded to Hold as shares trade at elevated 5.1x FY26 revenue, ahead of consensus.

A handful of trillion-dollar corporations, known as the Magnificent Seven, have been the driving force behind the stock market's narrative and most of its recent returns. These companies established the bedrock of today's digital economy.

I upgraded MU to a Strong Buy after its 180% YTD rally, as its forward non-GAAP P/E fell to 14x, down from 16x in my last rating. The cheaper valuation is driven by significant upward revisions to forward revenue and earnings consensus. MU's revenue growth continues to accelerate into FY2026, supported by a significant jump in gross margin and triple-digit EPS growth in 1Q FY2026.