Micron Technology Stock News

Micron Technology, Inc. sold off post-2Q25 earnings on gross margin concerns; Wall Street's panic selling is a buying opportunity. DRAM and NAND price increases, with spot prices already going north week to week, should reverse margin panic into 2H25. DRAM sales, amounting to ~76% of total sales this quarter, should also grow with content growth in AI server and PC recovery.

This year has been absolutely brutal for technology stocks so far. In particular, the semiconductor industry has witnessed some notable sell-offs.

Micron is turning production to HBM3E 12-high chips for Nvidia's GB300 GPU in 2h25 and anticipating significant revenue growth on a per-chip basis. Q2'25 saw substantial growth in HBM and DRAM modules while NAND lagged due to customer inventory digestion. Management is taking steps to work down inventory by curtailing NAND utilization in Q3'25. This may create an uplift in free cash flow in the...

Shares of memory giant Micron (MU 2.32%) fell more than 8% last Friday following its late Thursday earnings release.

The artificial intelligence (AI) revolution wouldn't be possible without the semiconductor industry. The majority of development happens inside data centers that are filled with graphics processing units (GPUs) from leading suppliers like Nvidia (NVDA 3.16%) and Advanced Micro Devices (NASDAQ: AMD).

It's been a rough couple of months for artificial intelligence (AI) stocks.

Micron Technology, Inc. reported a 38.3% YoY revenue increase, driven by DRAM and NAND sales growth, despite some pricing pressures and inventory adjustments. The company delivered on its guidance, but the stock price declined due to margin pressures and competitive pricing, particularly from China. Micron's Q3 guidance indicates higher sales but continued margin pressure, necessitating careful...

Q2 revenue rose 38% YoY, driven by 47% DRAM growth and record HBM sales exceeding $1B; Micron is now a key AI memory supplier. Q3 guidance at record $8.8B shows momentum; HBM3E ramp and full 2025 sell-out confirm structural demand strength. Margins to expand in H2 as DRAM pricing recovers and NAND stabilizes; stock offers 25–50% upside on cyclical and secular growth.