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Micron: The AI Memory Boom Has Staying Power (For Now) [Seeking Alpha]

Micron Technology, Inc. (MU)  More Company Research Source: Seeking Alpha
Last micron technology, inc. earnings: 3/25 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.micron.com
MU reported record Q1 revenue of $13.64BN (up 57% YoY) and operating margins rebounding to 45%, with HBM and Cloud Memory segments leading growth. HBM supply is sold out through FY2026; management forecasts HBM TAM to reach $100BN by 2028 at a 40% CAGR, but new capacity won't arrive until 2027-2028. MU is currently fairly valued at ~$420/share, with upside possible if supply constraints persist, but risks remain from cyclical margins, customer concentration, and AI CapEx sustainability. J Studios/DigitalVision via Getty Images Since our last review of Micron Technology ( MU MU:CA ZMIC:CA ) about a year ago, the company has experienced an extraordinary upward trend, rising 294%. This is largely attributable to sharply rising 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 exp [Read more]
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Don't Miss Out On The Next BIG Stock Move
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Stockreport

Micron: The AI Memory Boom Has Staying Power (For Now) [Seeking Alpha]

Micron Technology, Inc.  (MU) 
More Company Research Source: Seeking Alpha
Last micron technology, inc. earnings: 3/25 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.micron.com
MU reported record Q1 revenue of $13.64BN (up 57% YoY) and operating margins rebounding to 45%, with HBM and Cloud Memory segments leading growth. HBM supply is sold out through FY2026; management forecasts HBM TAM to reach $100BN by 2028 at a 40% CAGR, but new capacity won't arrive until 2027-2028. MU is currently fairly valued at ~$420/share, with upside possible if supply constraints persist, but risks remain from cyclical margins, customer concentration, and AI CapEx sustainability. J Studios/DigitalVision via Getty Images Since our last review of Micron Technology ( MU MU:CA ZMIC:CA ) about a year ago, the company has experienced an extraordinary upward trend, rising 294%. This is largely attributable to sharply rising 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 exp [Read more]
IMPACT SNAPSHOT
EVENT TIME:
MU
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
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
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 (SHARES)
TICKS
AVG SHARES PER TRADE
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS