Shared on 01 Jul 26

Fair value Increased 68%

MU: Multi-Year AI Contracts Will Extend Memory Supercycle Before Supply Expands

Micron Technology's analyst price target has been lifted sharply from $866.60 to $1,457.68. Analysts point to extensive multi year customer agreements, tighter memory supply conditions, and higher modeled margins and earnings visibility as key supports for the higher valuation.

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Shared on 17 Jun 26

Fair value Increased 48%

MU: AI Memory Supercycle Expectations Will Eventually Clash With Future Supply Expansion

Micron rides a wave of AI-driven demand that keeps key memory products in short supply, helping pricing and profits hold up longer than many expected. The big question is what happens when new factories and added capacity finally catch up—because the stock leaves less room for disappointment if demand or pricing cools.

132 views

Shared on 15 May 26

Fair value Increased 11%

MU: AI Cycle Hype Will Eventually Collide With Memory Supply Expansion

Micron ramps up new AI-focused memory products and plans more chip-making capacity, even as analysts warn that today’s excitement could cool once supply catches up. The tug-of-war between stronger demand and a faster supply build-out is starting to shape how people think about Micron’s next few years.

216 views

Shared on 13 Apr 26

Fair value Increased 24%

MU: AI Memory Tightness Will Support Higher Margins Before New Capacity Arrives

Analysts have lifted the fair value estimate for Micron Technology to about $526 from roughly $425, citing expectations of slightly lower revenue growth alongside higher profit margins and a modestly lower future P/E. The revision is supported by a broad wave of research that raises price targets on tighter memory supply and stronger pricing for HBM and data center memory.

247 views

Shared on 16 Mar 26

Fair value Increased 16%

MU: AI Memory Tightness Will Eventually Meet New Capacity And Cooler Returns

Micron Technology's analyst-derived fair value estimate has shifted from $365.22 to $425.13, reflecting higher Street price targets that are being tied to stronger memory pricing, tighter DRAM and NAND supply, and confidence in high bandwidth and server memory demand over the next few years. Analyst Commentary Bullish and cautious views on Micron are both visible in recent research, giving you a mix of enthusiasm about earnings power and some reminders to watch positioning and expectations.

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Shared on 02 Feb 26

Fair value Increased 46%

MU: AI Memory Shortages Will Eventually Draw New Capacity And Pressure Returns

Analysts have lifted their fair value estimate for Micron from US$249.31 to US$365.22. They point to higher assumed revenue growth, wider profit margins and a lower future P/E multiple, supported by recent price target increases and generally positive commentary around tight memory supply and AI driven demand.

339 views

Shared on 14 Dec 25

Fair value Increased 13%

MU: AI Memory Supercycle Will Support Earnings While Cycle Risks Limit Upside

Analysts have raised their fair value estimate for Micron Technology to approximately $249 per share from about $221, citing stronger high bandwidth memory driven revenue growth, improving margins supported by tight DRAM and NAND supply, and a more durable AI focused upcycle, partly offset by expectations for some valuation multiple compression. Analyst Commentary Bullish analysts largely frame Micron as a key beneficiary of an emerging memory supercycle, underpinned by structural demand for high bandwidth memory and DRAM tied to artificial intelligence workloads and data center builds.

261 views

Shared on 30 Nov 25

Fair value Increased 3.56%

MU: Earnings Momentum Will Be Sustained As Demand Stays Robust Despite Cycle Risks

Micron Technology’s analyst fair value estimate has been raised from $212.92 to $220.50. Analysts point to continued tight memory supply, resilient DRAM and high-bandwidth memory pricing, and strong earnings prospects amid robust demand for AI and data center applications.

121 views

Shared on 15 Nov 25

Fair value Increased 3.16%

MU: Peak Multiples And Supply Risks Will Limit Gains Amid Industry Shifts

Micron Technology’s average analyst price target has risen from $206.39 to $212.92. Analysts point to sustained momentum in DRAM pricing, margin improvement, and new growth drivers in AI-related memory demand.

102 views

Shared on 01 Nov 25

Fair value Increased 2.06%

Micron Technology's analyst price target has increased from $202.22 to $206.39. Analysts cite stronger DRAM pricing, long-term contract momentum, and the accelerating role of memory products in AI infrastructure as key drivers for the upward revision.

102 views

Shared on 18 Oct 25

Fair value Increased 8.04%

Micron Technology's analyst price target has increased from $187 to $202, as analysts cite stronger revenue growth expectations and higher sustainable DRAM pricing. These factors are driving forecasts above prior consensus levels.

3 views

Shared on 04 Oct 25

Fair value Increased 17%

Micron Technology's analyst price target has climbed significantly from approximately $160 to $187 per share. Analysts cite strong quarterly results, higher profit margins, and optimism around sustained pricing power in the memory market as drivers of the increase.

1 view

Shared on 19 Sep 25

Fair value Increased 6.20%

Analysts have raised Micron Technology’s price target to $159.91, reflecting stronger-than-expected Q3 results, continued AI-driven demand in DRAM and HBM, and improved earnings visibility, outweighing lingering NAND pricing concerns. Analyst Commentary Bullish analysts cite strong ongoing demand and tailwinds from artificial intelligence, data center growth, and hyperscaler adoption, particularly driving up DRAM and High Bandwidth Memory (HBM) sales.

1 view

Shared on 04 Sep 25

Analysts remain bullish on Micron due to strong DRAM pricing, a shift toward higher-value HBM products, robust AI-driven demand, and improved guidance, but some caution persists regarding NAND and costs; the consensus analyst price target is unchanged at $150.57. Analyst Commentary Bullish analysts highlight Micron’s significantly better-than-expected Q4 guidance, citing strong DRAM pricing, favorable valuation, and robust long-term growth prospects due to secular AI and data center demand.

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Shared on 07 May 25

Fair value Increased 22%

3 views

Shared on 30 Apr 25

Fair value Decreased 1.59%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

5 views

Shared on 23 Apr 25

Fair value Decreased 1.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 16 Apr 25

Fair value Decreased 1.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

4 views

Shared on 09 Apr 25

Fair value Increased 0.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 02 Apr 25

Fair value Decreased 0.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 26 Mar 25

Fair value Decreased 5.67%

AnalystConsensusTarget has decreased revenue growth from 14.8% to 13.1%, decreased profit margin from 26.7% to 23.0% and increased future PE multiple from 16.1x to 18.5x.

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Shared on 19 Mar 25

Fair value Decreased 1.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 10 Mar 25

Fair value Increased 12%

AnalystConsensusTarget has increased profit margin from 20.9% to 26.6%, decreased future PE multiple from 18.7x to 16.3x and decreased shares outstanding growth rate from 0.0% to 0.0%.

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MU: Future U.S. Production And AI Infrastructure Will Shape Memory Cycle Dynamics

MU: Multi-Year AI Contracts Will Extend Memory Supercycle Before Supply Expands

MU: AI Memory Supercycle Expectations Will Eventually Clash With Future Supply Expansion

MU: AI Cycle Hype Will Eventually Collide With Memory Supply Expansion

MU: AI Memory Tightness Will Support Higher Margins Before New Capacity Arrives

MU: AI Memory Tightness Will Eventually Meet New Capacity And Cooler Returns

MU: AI Memory Shortages Will Eventually Draw New Capacity And Pressure Returns

MU: AI Memory Supercycle Will Support Earnings While Cycle Risks Limit Upside

MU: Earnings Momentum Will Be Sustained As Demand Stays Robust Despite Cycle Risks

MU: Peak Multiples And Supply Risks Will Limit Gains Amid Industry Shifts

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