Micron's New Supercycle: Riding the High-Bandwidth Memory Wave

BlackGoat

Invested

Community Contributor

Published

19 Sep 25

BlackGoat's Fair Value

US$203.92

17.2% undervalued

19 Sep

US$168.89

85.8%

7.4%

85.8%

7.4%

You can edit this narrative until Sep 20 4:38 AM. Then, changes will post as Updates.

Author's Valuation

US$203.9

17.2% undervalued

BlackGoat's Fair Value

Narrative

Updates0

BlackGoat'sFair Value

US$203.92

17.2% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

17.36%

Semiconductors revenue growth rate

0.79%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

10.32%

Calculation

US$13.02b

Earnings '30

30.00x

PE Ratio '30

US$390.62b

Market Cap '30

US$390.62b

Market Cap '30

1.17b

No. shares '30

US$333.15

Share Price '30

US$333.15 Share Price '30

Discounted to 2025 @ 10.32% p.a.

US$203.92

Fair Value '25