Micron's Quiet Pricing Power Is Reshaping The AI Boom [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 results featured 57% YoY sales growth, 56.8% gross margins, and Non-GAAP EPS up 167%, driven by tight DRAM and NAND markets. Micron's entire 2026 HBM output is sold out, with management and analysts projecting supply shortages and robust growth into at least 2027. Despite cyclical risks and potential for AI capex pullbacks, MU's current supply-demand dynamics and execution position it for further near-term upside. JHVEPhoto/iStock Editorial via Getty Images Elevator Thesis Micron Technology, Inc. ( MU ) stock has, in many ways, been an anomaly in the AI chip trade of late. To put things in perspective, Micron stock has gone parabolic over the past three months, surging 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 initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving com
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News
- Micron, Intel, AMD lead chip stocks higher to kick off 2026 [Seeking Alpha]Seeking Alpha
- Why Micron Stock Popped Today [Yahoo! Finance]Yahoo! Finance
- Is Micron Technology Stock a 'Buy' or 'Sell' In 2026? [Yahoo! Finance]Yahoo! Finance
- Premarket Movers: Micron is Exploding on Supply-Demand Issues [Yahoo! Finance]Yahoo! Finance
- Micron Technology (NASDAQ:MU) had its price target raised by analysts at Sanford C. Bernstein from $270.00 to $330.00. They now have an "outperform" rating on the stock.MarketBeat
MU
Earnings
- 12/17/25 - Beat
MU
Sec Filings
- 12/29/25 - Form 4
- 12/23/25 - Form 4
- 12/23/25 - Form 4
- MU's page on the SEC website