11:01 AM | Thursday | Oct 8, 2026
Micron Technology, Inc.'s MU DRAM business is emerging as one of the biggest beneficiaries of the AI infrastructure boom. The company's DRAM revenues reached a record $39.8 billion in the fourth quarter of fiscal 2026, accounting for 73% of the total revenues.
Read full articleMicron Technology, Inc.'s MU DRAM business is emerging as one of the biggest beneficiaries of the AI infrastructure boom. The company's DRAM revenues reached a record $39.8 billion in the fourth quarter of fiscal 2026, accounting for 73% of the total revenues.
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Micron is separating cleanroom construction from equipment deployment, creating flexibility to expand capacity gradually as contracted demand becomes clearer. More than 75% of FY2027 output is already committed, giving MU substantially better information for long-term capacity allocation decisions. At roughly $1,064, MU trades near 6x FY2027 EPS, while consensus already assumes a severe future earnings normalization.
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The final Micron (NASDAQ: MU) dividend of 2026 is coming later this month, when the technology company is once again going to reward its shareholders with some passive income.
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A union at Micron's largest DRAM production site just voted overwhelmingly to authorize a strike, and the result of one upcoming mediation session could determine whether that threat turns into something far more costly.
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Micron Technology remains a Strong Buy as robust AI-driven demand underpins exceptional revenue, earnings, and margin growth, with customer commitments extending into 2031. MU's Q4 revenue surged 379% YoY to $54.2B, gross margin reached 87%, and data center SSD sales now comprise over two-thirds of NAND revenue. Management guides for sequential revenue and EPS growth through FY27, with supply agreements covering 35%+ of revenue into 2030 and CapEx focused on long-term capacity.
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Micron Technology is fundamentally transforming its business with 26 Strategic Customer Agreements covering $150B in obligations and $32B in commitments. MU delivered record FY2026 results: $133.19B revenue, $75.52 EPS, and $68.3B net cash, yet trades at only 5.
94x forward earnings. Consensus underestimates durability; take-or-pay contracts, delayed supply ramps, and buybacks support EPS growth into 2029, not a cyclical decline.
Micron Technology (MU) is leaning toward returning excess cash through share repurchases rather than using a stock split as its four-digit share price draws att
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Prefer to listen? Hear this as a ~5-minute audio briefing on The GuruFocus Brief.Stock NewsDow futures fall sharply: U.S. stock futures dropped over 500 points
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Broadcom weighs OpenAI chip financing, TSMC revenue jumps 51%, and more
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Micron stock looks cheap. Samsung's profits and shareholder returns show the path ahead for memory chip companies.
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Nvidia, AMD, and Micron stocks have soared over the past decade.
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Higher interest rates are generally seen as beneficial for the likes of JPMorgan and Wells Fargo, but spiking yields of the type we have been experiencing are negative for these banks from several angles.
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While skeptics continue to view the memory providers through a traditional cyclical lens, structural demand from the AI boom has transformed the industry landscape.
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On Oct. 7, 2026, the 30-year Treasury yield hit a 24-year high, pressuring tech and small-cap stocks as investors digest Fed meeting minutes.
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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Scarlet Fu, Jess Menton, Carol Massar and Lisa Mateo. -------- More on Bloomberg Television and Markets Like this video?
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Micron stock trades over $1,000 per share. Sometimes companies will split their stock after a prolonged rally.
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As 10-year Treasury yields hit 5.3%, Siebert Financial CIO Mark Malek breaks down why top AI growth stocks can still “outrun the avalanche.” He lays out 3-tier tech framework, the best dip-buying opportunities in Nvidia and Micron, and the consumer stocks to “avoid like the plague.”
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Micron's faster growth rates have helped it achieve higher profit margins than Nvidia while narrowing the gap between their quarterly sales. The memory-chip maker trades at a much lower forward P/E ratio than Nvidia, suggesting that the stock has more room to run.
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Micron (MU) possesses solid growth attributes, which could help it handily outperform the market.
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Skydance (SKYD), post-Paramount merger, is prioritizing technology and AI as core capabilities to drive content creation and consumer engagement. DA Davidson projects Micron (MU) shares could triple, citing anticipated memory demand exceeding supply in 2027–2028.
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Micron Technology (MU), QXO (QXO), and Amazon.com (AMZN) are moving in opposing directions amid fresh analyst updates
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Investors interested in Computer - Integrated Systems stocks are likely familiar with Micron (MU) and Silicon Motion (SIMO). But which of these two stocks is more attractive to value investors?
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In this video, I will cover Micron's (MU +2.78%) latest earnings report and explain why the market is not rewarding the results and what it means for the stock going forward. Watch the short video to learn more, consider subscribing, and click the special offer link below.
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Memory chip makers that sell their output years in advance are pulling away from a softer technology market, and the gap is widest in shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) and Micron Technology (NASDAQ:MU).
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Micron Technology shares MU climbed on Wednesday despite broader pressure on equities from higher oil prices and rising Treasury yields, after DA Davidson analyst Gil Luria raised his price target on the memory-chip maker to $3,000 from $2,100. The new target implies roughly 190% upside from the stock's trading level on Wednesday, suggesting Luria expects Micron shares to nearly triple as the company benefits from a sustained boom in artificial intelligence infrastructure.
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MU, EQNR and OII made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on October 7th, 2026.
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A $5,000 stake in Micron Technology (NASDAQ:MU | MU Price Prediction) buys about 4.65 shares at the model's starting price of $1,074.89. Early Monday the stock traded at $1,066.18.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
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A D.A. Davidson analyst thinks investors aren't properly appreciating the company's growth potential or the impact of an upcoming buyback program.
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AI is reshaping software, chips, and memory, and these three tech stocks are riding that wave in very different ways this fall.
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DA Davidson raised its price target on Micron Technology (NASDAQ:MU | MU Price Prediction) to $3,000, according to DA Davidson from $2,100, according to DA Davidson and kept its Buy rating. That is an aggressive target.
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A jury handed Netlist a $445 million win against Micron, but collecting that money was another battle entirely. What Netlist ultimately accepted, and why Micron agreed to pay even more, reveals how high the stakes had quietly become.
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Investors climbed the "wall of worry" toward all-time highs in the S&P 500 (SPX) and Nasdaq-100 (NDX) in a tech-led rally, says Kevin Mahn. He addresses reports that Nvidia (NVDA) and Micron (MU) are expected to lead to one-third of the S&P's earnings growth next year, though he sees opportunities in other corners of Wall Street.
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DA Davidson raised its Micron (NASDAQ: MU) stock price target from $2,100 to a Street-high $3,000, maintaining a “Buy” rating on October 7.
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Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
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The management team expects industry shortages to worsen in 2027 and 2028.
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Micron stock was dropping along with other semiconductor companies as workers threaten a strike at one of its sites.
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Micron (MU -1.73%) finds itself in an enviable situation.
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Michael Burry is becoming more aggressive against three of the market's biggest AI winners. The Big Short investor has replaced outright bearish positions in Nvidia, Palantir and Micron with longer-dated put options extending into 2027, saying research pushed forward his timeline for an AI downturn.
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SanDisk is up more than 613% in 2026, but its growth is heavily reliant on pricing. Micron is up a lot too, but its growing across different kinds of memory and a custom high-bandwidth memory partnership with Nvidia, giving it more ways to keep winning.
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Micron Technology is experiencing a major shift as data center SSDs now comprise over 70% of its NAND revenue, driving rapid growth. Enterprise SSD demand is forecast to grow over 80% this year, offsetting potential weakness in consumer NAND and supporting robust pricing. MU's strategic pivot to data center SSDs is enhancing business resilience, with revenue and margin improvements evident in recent quarters.
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Micron and Sandisk shares have soared this year amid strong demand for memory chips created by the AI boom. Memory prices are still up substantially from January 2025, but prices have also retreated from their peak earlier this year.
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MU, EQNR, PR, SHEL and TIGO have been added to the Zacks Rank #1 (Strong Buy) List on October 7th, 2026.
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Micron sells the memory and storage that are essential for AI to function. A shortage of supply has helped memory prices soar in recent months.
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A Taiwanese union representing workers at Micron Technology said on Wednesday it had secured authorisation from its members to strike work over a dispute concerning the company's bonus scheme, escalating a labour conflict at the chipmaker's largest manufacturing hub.
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Investors interested in Computer - Integrated Systems stocks are likely familiar with Micron (MU) and Silicon Motion (SIMO). But which of these two stocks is more attractive to value investors?
Read full article
In this video, I will cover Micron's (MU +2.78%) latest earnings report and explain why the market is not rewarding the results and what it means for the stock going forward. Watch the short video to learn more, consider subscribing, and click the special offer link below.
Read full article
Memory chip makers that sell their output years in advance are pulling away from a softer technology market, and the gap is widest in shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) and Micron Technology (NASDAQ:MU).
Read full article
Micron Technology shares MU climbed on Wednesday despite broader pressure on equities from higher oil prices and rising Treasury yields, after DA Davidson analyst Gil Luria raised his price target on the memory-chip maker to $3,000 from $2,100. The new target implies roughly 190% upside from the stock's trading level on Wednesday, suggesting Luria expects Micron shares to nearly triple as the company benefits from a sustained boom in artificial intelligence infrastructure.
Read full article
MU, EQNR and OII made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on October 7th, 2026.
Read full article
A $5,000 stake in Micron Technology (NASDAQ:MU | MU Price Prediction) buys about 4.65 shares at the model's starting price of $1,074.89. Early Monday the stock traded at $1,066.18.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Read full article
A D.A. Davidson analyst thinks investors aren't properly appreciating the company's growth potential or the impact of an upcoming buyback program.
Read full article
AI is reshaping software, chips, and memory, and these three tech stocks are riding that wave in very different ways this fall.
Read full article
DA Davidson raised its price target on Micron Technology (NASDAQ:MU | MU Price Prediction) to $3,000, according to DA Davidson from $2,100, according to DA Davidson and kept its Buy rating. That is an aggressive target.
Read full article