Micron: Tailwinds Priced In [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
MU's transition to advanced memory improves margins and business model, yet SK Hynix maintains superior growth, profitability, and capital returns. Significant CAPEX and delayed integration with TSMC place MU at a competitive disadvantage in HBM versus SK Hynix. I recommend holding MU; upside appears speculative as DCF valuation suggests shares are slightly overvalued with material downside risk if AI growth slows. William_Potter/iStock via Getty Images Investment thesis Micron Technology, Inc. ( MU ) is one of the hottest securities in the current AI explosive market (Figure 1). AI data centers are consuming so much memory that it has created supply chain constraints and, as This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of MU either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Al
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MU
News
- 2 Top Artificial Intelligence (AI) Stocks Ready for a Bull Run [Yahoo! Finance]Yahoo! Finance
- Micron Technology (NASDAQ:MU) was upgraded by analysts at Phillip Securities to a "strong-buy" rating.MarketBeat
- Micron's HBM Pivot And Global Fab Buildout Reshape Its AI Future [Yahoo! Finance]Yahoo! Finance
- Cheap high flyer information technology stocks - high momentum and low valuation [Seeking Alpha]Seeking Alpha
- Micron Technology (MU) Is Up 6.7% After Launching $24 Billion Singapore NAND Megafab Project [Yahoo! Finance]Yahoo! Finance
MU
Earnings
- 12/17/25 - Beat
MU
Sec Filings
- 2/4/26 - Form 4
- 2/2/26 - Form 144
- 1/29/26 - Form 4
- MU's page on the SEC website