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Micron: Here's What I Underestimated About The AI Memory Upside [Seeking Alpha]
Last micron technology, inc. earnings: 3/25 04:01 pm
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US:NASDAQ Investor Relations: investors.micron.com
the company's increasingly mission-critical role in the ongoing AI transformation. Micron's latest upsurge reflects that AI-driven upside extends beyond HBM, as accelerating DRAM and NAND pricing, reinforced by durable bit demand growth, introduces incremental earnings leverage not yet priced in. NAND, specifically, is also becoming increasingly relevant in AI data center and edge applications, drawing attention to Micron's SSD portfolio that remains overshadowed by HBM momentum. The AI-driven pricing and demand dynamics are expected to compound Micron's core HBM advantage, unlocking further upside to its ROI trajectory and potentially supporting a re-rate higher from current levels. JHVEPhoto/iStock Editorial via Getty Images In my November coverage on Micron Technology, Inc. ( MU ), I highlighted how the stock was possibly the best remaining AI upside trade available in the market at the time. Specifically, Micron remains a structural beneficiary This article was writt
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- Micron Technology (NASDAQ:MU) had its price target raised by analysts at Barclays PLC from $275.00 to $450.00. They now have an "overweight" rating on the stock.[MarketBeat]
- Micron breaks ground on $100 billion chip making facility in upstate NY [CNBC][CNBC]
- Watch CNBC's full interview with Micron CEO Sanjay Mehrotra [CNBC][CNBC]
- Micron Celebrates Official Groundbreaking at New York Megafab Site[GlobeNewswire]
- Micron Technology (NASDAQ:MU) was upgraded by analysts at Royal Bank Of Canada to a "moderate buy" rating.[MarketBeat]
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SEC Filings
SEC Filings
- 1/15/26 - Form 4
- 1/8/26 - Form 4
- 1/6/26 - Form 4
- MU's page on the SEC website
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