Micron: Here's What I Underestimated About The AI Memory Upside [Seeking Alpha]
Micron Technology, Inc. (MU)
Last micron technology, inc. earnings: 3/25 04:01 pm
Check Earnings Report
US:NASDAQ Investor Relations:
investors.micron.com
Company Research
Source: Seeking Alpha
the company's increasingly mission-critical role in the ongoing AI transformation. Micron's latest upsurge reflects that AI-driven upside extends beyond HBM, as accelerating DRAM and NAND pricing, reinforced by durable bit demand growth, introduces incremental earnings leverage not yet priced in. NAND, specifically, is also becoming increasingly relevant in AI data center and edge applications, drawing attention to Micron's SSD portfolio that remains overshadowed by HBM momentum. The AI-driven pricing and demand dynamics are expected to compound Micron's core HBM advantage, unlocking further upside to its ROI trajectory and potentially supporting a re-rate higher from current levels. JHVEPhoto/iStock Editorial via Getty Images In my November coverage on Micron Technology, Inc. ( MU ), I highlighted how the stock was possibly the best remaining AI upside trade available in the market at the time. Specifically, Micron remains a structural beneficiary This article was writt
Show less
Read more
Impact Snapshot
Event Time:
MU
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
MU alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
MU alerts
High impacting Micron Technology, Inc. news events
Weekly update
A roundup of the hottest topics
MU
News
- Micron Technology (NASDAQ:MU) had its price target raised by analysts at Barclays PLC from $275.00 to $450.00. They now have an "overweight" rating on the stock.MarketBeat
- Micron breaks ground on $100 billion chip making facility in upstate NY [CNBC]CNBC
- Watch CNBC's full interview with Micron CEO Sanjay Mehrotra [CNBC]CNBC
- Micron Celebrates Official Groundbreaking at New York Megafab SiteGlobeNewswire
- Micron Technology (NASDAQ:MU) was upgraded by analysts at Royal Bank Of Canada to a "moderate buy" rating.MarketBeat
MU
Earnings
- 12/17/25 - Beat
MU
Sec Filings
- 1/15/26 - Form 4
- 1/8/26 - Form 4
- 1/6/26 - Form 4
- MU's page on the SEC website