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Stock impact report

UBS Lifts Micron (MU) EPS Forecasts on Stronger DRAM and NAND Pricing [Yahoo! Finance]

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: Yahoo! Finance
On December 11, UBS analyst Timothy Arcuri raised the price target on the stock to $295.00 (from $275.00) while maintaining a “Buy” rating. Firm analyst sees stronger DRAM/NAND pricing, tightening supply, and pre-purchase orders supporting long-term margin expansion. Arcuri anticipates fourth-quarter 2025 industry contract pricing for DDR memory to increase an estimated 35% quarter-over-quarter, up from the previous 21%. Meanwhile, NAND pricing is likely to rise about 20% quarter-over-quarter in contrast to the earlier projection of 15%. In continuation of these strong pricing trends, the firm further forecast first-quarter 2026 contract pricing for DDR memory to boost another 30% quarter-over-quarter and NAND pricing to rise 20%. Prices in different memory types are also likely to rise due to tight supply. This significant “undersupply” in DRAM and NAND memory is likely to last until the first quarter of 2027 and the fourth quarter of 2026. As a result, customers may secure vol Show less Read more
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