Micron Technology Community

NasdaqGS:MU Community

2 Narratives written by author
4 Comments on narratives written by author
575 Fair Values set on narratives written by author

Micron Technology

73

Community Contributor

Micron will be one of the biggest beneficiaries in the semiconductor industry of the multi-year growth opportunity driven by AI

Catalysts With the advancement of AI there will be high demand for High Bandwidth Memory (HBM) devices for AI data centres. Micron are in a strong position to serve AI demand for fast storage as these data-intensive applications proliferate.

US$159.75

FV

56.5% undervalued

26.00%

Revenue growth p.a.

19

0

46

8 months ago

Micron Technology

AN

AnalystConsensusTarget

Consensus Narrative from 34 Analysts

HBM Expansion And LPDDR5X Adoption Will Strengthen Market Position

Key Takeaways Increased HBM sales and manufacturing expansion are expected to boost revenue, enhance market share, and align with AI-driven demand growth. Strategic technology partnerships and investments position Micron for long-term margin improvements and revenue growth in the memory market.

US$129.08

FV

46.1% undervalued

13.00%

Revenue growth p.a.

8

0

327

4 days ago