Micron Technology: AI HBM Premium Drives DRAM Pricing And Justifies A Strong Buy [Seeking Alpha]
Micron Technology, Inc. (MU)
Last micron technology, inc. earnings: 3/25 04:01 pm
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US:NASDAQ Investor Relations:
investors.micron.com
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Source: Seeking Alpha
MU's Q1 2026 sales are expected to reach $12.7B, with 46% YoY growth and EPS at the high end of guidance. EBITDA and free cash flow estimates for MU have surged, supporting price targets with 54–81% upside potential. Despite potential HBM pricing pressure in 2026, MU is positioned for higher margins and a net cash position. jiefeng jiang/iStock via Getty Images Micron Technology, Inc. ( MU ) stock has surged over 59% since my last report , in which I marked the stock a Strong Buy. The stock has easily outperformed the S&P 500's ( More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to
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News
- Business Rundown: Why Tariffs Didn't Tank The Markets In 2025 [FOX News]FOX News
- Micron Needs To Deliver Excellence, Or Else (Rating Downgrade) [Seeking Alpha]Seeking Alpha
- One Of The Biggest RAM Brands Is About To Become Impossible To Buy From [Yahoo! Finance]Yahoo! Finance
- AI-Fueled Demand to Boost Micron Technology's DRAM Revenues in Q1 [Yahoo! Finance]Yahoo! Finance
- Micron Technology (NASDAQ:MU) had its price target raised by analysts at Wedbush from $220.00 to $300.00. They now have an "outperform" rating on the stock.MarketBeat
MU
Earnings
- 9/23/25 - Beat
MU
Sec Filings
- 11/25/25 - Form ARS
- 11/25/25 - Form DEFA14A
- 11/25/25 - Form DEF
- MU's page on the SEC website