Micron Technology Stock News

Micron Technology (NASDAQ:MU) has shown remarkable performance, with its stock rising approximately 170% year-to-date, establishing it as a prominent player in the semiconductor sector. This surge is primarily fueled by the boom in Artificial Intelligence (AI) infrastructure and its wider impact on the memory market.

Ultimately, Micron represents a high-risk, high-reward investment proposition.

Micron Technology is set to report earnings after the market closes Wednesday, with traders expecting a big move in the memory chip maker's stock.

Micron Technology Inc (NASDAQ:MU) has earned a price target lift from Wedbush analysts ahead of its fiscal first quarter earnings on Wednesday, with the firm pointing to stronger-than-expected improvements in memory industry pricing and a more favorable margin outlook. The firm raised its 12-month price target on the chipmaker to $300 from $220 while reiterating an ‘Outperform' rating.

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...