Micron: Valuation Is Still In The Dust [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 revenue surged to $13.64B, gross margins hit 56.8%, and EPS soared 175%, with guidance implying even stronger growth ahead. AI-driven demand is creating a structural memory boom, making MU's high-performance DRAM and HBM mission-critical and driving pricing power. Despite record performance and a $100B TAM by 2028, MU trades at a steep valuation discount, offering substantial upside as the market misprices cyclicality. yasindmrblk/E+ via Getty Images Investment Thesis Let me cut to the chase. Micron Technology (NASDAQ: MU ) is still a great Strong Buy. The company's earnings report confirms that since my last coverage of the stock. And the company is 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 Alpha). I have no busin
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MU
News
- Micron Technology (NASDAQ:MU) had its price target raised by analysts at Morgan Stanley from $350.00 to $450.00. They now have an "overweight" rating on the stock.MarketBeat
- Is Micron Technology a Millionaire Maker? [Yahoo! Finance]Yahoo! Finance
- 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
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