Micron: DDR5 Prices Surge +400% Since September And Could Rise Further In 2026 [Seeking Alpha]
Micron Technology, Inc. (MU)
Last micron technology, inc. earnings: 3/25 04:01 pm
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investors.micron.com
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Source: Seeking Alpha
79% of total revenue comes from DRAM, whose prices have surged more than 400% since September 2025, and analysts expect they could double again in 2026. Gross margin has surged to a record 68%, and EPS is guided to grow nearly 440% YoY in 2Q, as MU has gained more market share in DRAM and HBM. Micron announced a New York "megafab" site with the goal of producing 40% of its DRAM in the U.S., along with a $24 billion capacity expansion plan in Singapore. MU stock's forward non-GAAP P/E is 12x, down from 14x despite a 60% rally since my last rating, indicating strong earnings growth potential in 2026. JHVEPhoto/iStock Editorial via Getty Images Still Trading at 12x forward P/E Micron Technology, Inc.'s ( MU ) stock has rallied +60% since my last rating. The key catalyst behind this relentless rally is the supply constraint on memory chips , which This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of MU:CA either through s
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News
- Micron Technology (MU) Valuation Check After Strong Share Price Momentum And AI Memory Expectations [Yahoo! Finance]Yahoo! Finance
- Is Micron Technology the Next Taiwan Semiconductor Manufacturing? [Yahoo! Finance]Yahoo! Finance
- David Tepper's Strategic Moves: A Closer Look at Micron Technology Inc. [Yahoo! Finance]Yahoo! Finance
- Micron Technology (NASDAQ:MU) had its price target raised by analysts at Needham & Company LLC from $380.00 to $450.00. They now have a "buy" rating on the stock.MarketBeat
- Should You Invest $1,000 in Micron Technology (MU) Stock Right Now? [Yahoo! Finance]Yahoo! Finance
MU
Earnings
- 12/17/25 - Beat
MU
Sec Filings
- 2/13/26 - Form SCHEDULE
- 2/4/26 - Form 4
- 2/2/26 - Form 144
- MU's page on the SEC website