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Micron: This Time Is Different [Seeking Alpha]
Last micron technology, inc. earnings: 3/25 04:01 pm
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US:NASDAQ Investor Relations: investors.micron.com
DRAM scaling is now technically and financially constrained, resulting in minimal supply growth despite massive capex investments. Industry consolidation to three main players enables disciplined capacity expansion, reducing the likelihood of past boom-bust cycles. I rate MU a 'Strong Buy,' targeting a 133.7% upside as structural changes and surging hyperscaler capex drive sustained growth. Nestea06/iStock via Getty Images Introduction Micron Technology, Inc. ( MU ) is the American memory leader and one of the big three memory companies, alongside Samsung and SK hynix. It has been on a huge run, up 311% in the past year, but 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 expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I h
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NEWS
- MUU: Leveraged Trading Strategy To Amplify The Performance Of Micron [Seeking Alpha][Seeking Alpha]
- Micron Is Priced To Perfection In A Non-Perfect Market (Downgrade) [Seeking Alpha][Seeking Alpha]
- Samsung Claims Lead in Race to Ship AI Memory Chips to Nvidia [Yahoo! Finance Canada][Yahoo! Finance Canada]
- Micron: Valuation Is Still In The Dust [Seeking Alpha][Seeking Alpha]
- 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]
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MU
SEC Filings
SEC Filings
- 2/4/26 - Form 4
- 2/2/26 - Form 144
- 1/29/26 - Form 4
- MU's page on the SEC website
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