Micron: Get Ready For Another Leg Higher [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
Company Research
Source: Seeking Alpha
AI workloads make memory strategic, increasing HBM and DRAM demand structurally, while new U.S. and global capacity additions remain limited through 2027–2028. Major supply expansions like Micron's New York megafab and competitors' U.S. projects won't meaningfully impact supply until the late decade, supporting elevated pricing. Management catalysts include India ATMP operations, earlier HBM4 ramps, and new Singapore packaging and NAND facilities, potentially extending revenue growth beyond consensus expectations. By adjusting FY2027 sales modestly higher and assuming 50% margins, projected EPS near $48.82 implies an 8.8x P/E, suggesting significant upside. JHVEPhoto/iStock Editorial via Getty Images Investment Rating Update - "Buy" I published my first-ever article on Micron Technology, Inc. ( MU ) stock on Seeking Alpha in mid-December , forecasting a Christmas rally that I thought could come from the
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News
- Prediction: The Artificial Intelligence (AI) "Pick and Shovel" Trade Isn't Over. Here Are 2 Stocks to Buy for 2026. [Yahoo! Finance]Yahoo! Finance
- Micron (MU) to Spend $200B on New Factories as Memory Chip Demand Explodes [Yahoo! Finance]Yahoo! Finance
- Should You Forget Micron and Buy This Other Artificial Intelligence (AI) Chip Stock Instead? [Yahoo! Finance]Yahoo! Finance
- Micron: The AI Memory Boom Has Staying Power (For Now) [Seeking Alpha]Seeking Alpha
- Up 326%, Should You Buy Micron Technology 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