Micron Technology Stock News

Micron is experiencing robust demand across data centers, PCs, smartphones, and autos, driving a multi-year growth inflection. MU's Q4 revenue surged 46% year-over-year, beating expectations, with accelerating growth and rising DRAM and NAND prices. Supply constraints and long-term contracts, especially in high-bandwidth memory, support continued price strength and a positive outlook through FY26.

A stock market bubble happens when the value of stocks grows faster than the value of the businesses they represent. And there's good reason to believe investors are in one right now.

Micron Technology's FY25 earnings results confirmed a sharp turnaround, an event I anticipated in April this year. Revenue hit $37.4B (+49% yoy), and gross margin expanded 17 pts to 41%. DRAM remains the growth engine: tight supply lifted ASPs by low double-digits sequentially; DRAM revenue rose 69% yoy and now represents 79% of total revenue. A new pillar for my bull case is emerging: industry...

Micron is well-positioned to benefit from surging AI datacenter memory demand, driven by high-performance HBM products and tight DRAM supply. AI model complexity, larger context windows, and the rise of AI agents are fueling unprecedented memory requirements, outpacing even GPU demand growth. MU's forward-looking CapEx, secured HBM3E contracts, and anticipated HBM4 launch position it as a perfo...

Micron Technology's (MU) stock has had a strong run in 2025 so far, and some Wall Street bulls say it's set to move. higher, as AI-driven orders grow.

Micron Technology should benefit from multiple quarters of double-digit price increases for its memory chips, a Wall Street analyst says.

Micron Technology, Inc. has surged over 15% post-earnings, driven by record revenue, strong AI/data center demand, and robust DRAM/HBM growth. MU's fundamentals are outstanding, with efficient operations, rising free cash flow, and leadership in advanced memory technologies for AI infrastructure. Despite its transformation, MU remains cyclical; current fundamentals suggest a mid-to-late cycle p...