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MU logo

Micron Technology, Inc. Stock Price

NasdaqGS:MU Community·US$1.1t Market Cap
  • 14 Narratives written by author
  • 14 Comments on narratives written by author
  • 2062 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

MU Share Price Performance

US$933.44
814.96 (687.85%)
​
US$2,018.05
Fair Value
US$933.44
814.96 (687.85%)
53.7% undervalued intrinsic discount
US$2,018.05
Fair Value
Price US$933.44
Pure_Research US$2,018.05
HedgeY US$1,250.00
AnalystConsensusTarget US$1,507.38
Wed, 17 Jun 26
Fair ValueUS$2,018.05
Share Pricen/a

MU Community Narratives

PU
Pure_Research
Pure_Research's
Fair Value
·
Fair Value US$2.02k 53.7% undervalued intrinsic discount

Strategic and Financial Blueprint of Micron Technology: Resolving the Memory Wall in the Gen-AI Era

5users have liked this narrative
0users have commented on this narrative
148users have followed this narrative
HE
HedgeY
HedgeY's
Fair Value
·
Fair Value US$1.25k 25.3% undervalued intrinsic discount

Micron - The Memory Bottleneck Behind the AI Supercycle

18users have liked this narrative
1users have commented on this narrative
56users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$1.51k 38.1% undervalued intrinsic discount

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

15users have liked this narrative
2users have commented on this narrative
676users have followed this narrative
MU logo
Micron Technology
25.3% undervalued intrinsic discount

Micron - The Memory Bottleneck Behind the AI Supercycle

View narrative
HE
HedgeY
Emerging Author
HedgeY
Published 13 Aug
Read Narrative
MU logo
Micron Technology
50.6% undervalued intrinsic discount

Expect Micron Technology's Valuation to Hit 1890.54 Next Year

View narrative
CH
chris_packerfan
Published 16 Jul
Read Narrative
MU logo
Micron Technology
53.7% undervalued intrinsic discount

Strategic and Financial Blueprint of Micron Technology: Resolving the Memory Wall in the Gen-AI Era

View narrative
PU
Pure_Research
Pure_Research
Published 17 Jun
Read Narrative
MU logo
Micron Technology
52.9% undervalued intrinsic discount

Micron’s AI Crown Sits on a Cycle That Hasn’t Changed

View narrative
ED
Edward_Sterling
Published 4 Jun
Read Narrative
MU logo
Micron Technology
25.2% undervalued intrinsic discount

Micron Technology (MU): Riding the AI Supercycle to a $100B+ Revenue Horizon and Historic 40%+ Net Profit Margins

View narrative
DC
DCA_rules
Published 2 Jun
Read Narrative
MU logo
Micron Technology
69.7% overvalued intrinsic discount

Micron Technology will experience a robust 16.5% revenue growth

View narrative
BO
BonSquid88
Updated 18 Mar
Read Narrative
MU logo
Micron Technology
651.6% overvalued intrinsic discount

Position to be managed in the supercycle of memory but too expensive for long-term hold

View narrative
OO
OOO97
Published 10 Mar
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MU logo
Micron Technology
131.3% overvalued intrinsic discount

Despite 250% Surge, I'll Start Investing in Micron for Its PE of 29x

View narrative
EV
EvaGreen
EvaGreen
Published 10 Jan
Read Narrative
MU logo
Micron Technology
37.0% undervalued intrinsic discount

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

View narrative
BL
BlackGoat
Recommended Voice
BlackGoat
Updated 21 Jul
Read Narrative
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Trending Discussion

JO
MU logo

I agree on MU being undervalued just on its stellar PE and profit margins compared to nearly any other company. Wonder what’d happen if data center size does shrink by 82% though!

1
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0
BA
BamaGator
MU logo

Give me more confidence in making a decision based on the extensive researcher team is done. I think it’s awesome.

0
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0
GI
MU logo

The following is one of the 5 things I look at to know to stay in a stock. It's simple and doesn't need mumbo jumbo science to understand, Balance sheet aside, IT'S A COMPANIES BACKLOG e.g. Vertiv Holdings (VRT) has experienced a 5.6% increase in stock price following the opening of a new manufacturing facility in Johor, Malaysia. The facility aims to meet rising demand for AI and high-density data center infrastructure, pushing the company's project backlog to over $15 billion. The other 4 things I look at is, employment numbers, increasing company earnings, a rock star C.E.O. and a near monopoly company. If I can get 4/5 of these things, I am all in

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Recently Updated Narratives

HE
HedgeY
MU logo

Micron - The Memory Bottleneck Behind the AI Supercycle

Fair Value: US$1.25k 25.3% undervalued intrinsic discount
56 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
BL
BlackGoat
MU logo

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

Fair Value: US$1.48k 37.0% undervalued intrinsic discount
114 fair values setusers have set this as their fair value
8 commentsusers have commented on this narrative
0 likesusers have liked this narrative
CH
MU logo

Expect Micron Technology's Valuation to Hit 1890.54 Next Year

Fair Value: US$1.89k 50.6% undervalued intrinsic discount
23 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

3 Risks
4 Rewards
View Full Analysis

Micron Technology, Inc. Key Details

US$90.3b

Revenue

US$24.8b

Cost of Revenue

US$65.5b

Gross Profit

US$15.0b

Other Expenses

US$50.5b

Earnings

Last Reported Earnings
May 28, 2026
Next Reporting Earnings
Sep 30, 2026
44.69
72.57%
55.91%
3.0%
View Full Analysis

About MU

Founded
1978
Employees
53000
CEO
Sanjay Mehrotra
WebsiteView website
www.micron.com

Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally. It operates through the Cloud Memory Business Unit; Core Data Center Business Unit; Mobile and Client Business Unit; and Automotive and Embedded Business Unit segments. The company provides memory products, including dynamic random access memory components and modules, CXL-based memory, LPDDR components and modules, graphics memory, high-bandwidth memory, and data center memory products; multichip packages (MCP) comprising embedded multimedia card-based, universal flash storage-based, and NAND-based MCPs; and technology leadership products that include 1y DRAM and G9 NAND technologies. It also offers storage products, such as data center solid-state drives (SSD), client SSD storage, and auto and industrial SSD storage; managed NAND; NAND flash; NOR flash; and memory cards. In addition, the company provides design tools, including FBGA and part decoders; DRAM power calculators; NAND power calculators; simulation models; chipset compatibility guides; serial presence-detection tools; cross-reference tools; UFSparm; SSD firmware; software and drivers; storage executive software; and obsolete part catalogs. It markets its semiconductor memory and storage products under the Micron and Crucial brands. The company serves the data center, PC, graphics, networking, automotive, industrial, and consumer embedded markets, as well as the smartphone and other mobile-device markets. It sells its products through its direct sales force, independent sales representatives, distributors, and retailers; web-based customer direct sales channel; and channel and distribution partners. Micron Technology, Inc. was founded in 1978 and is headquartered in Boise, Idaho.

Recent MU News & Updates

Seeking Alpha • Aug 31

Micron: Hyperscalers Bought The Fab, Bears Bought Fairy Tales

Summary Micron Technology, Inc. earns a Buy rating as hyperscalers front billions via SCAs, locking in capacity and insulating FCF from cyclical downturns. MU's shift to a quasi-SaaS toll-collector model, driven by agentic AI KV-cache demands and HBM wafer trade ratios, supports sustained high margins. Material risks include CXMT-driven supply shocks, algorithmic memory deflation, and hardware substitution that could compress multiples and margins post-2027. I will closely monitor MU's SCA cash growth, gross margin stability, HBM4E vendor lock-ins, buyback program signals, and data center storage revenue trends after Q4. Read the full article on Seeking Alpha

Recent updates

No updates

Micron Technology, Inc. Competitors

NVDA logo

NVIDIA

Symbol: NasdaqGS:NVDA
Market cap: US$5.3t
AVGO logo

Broadcom

Symbol: NasdaqGS:AVGO
Market cap: US$1.8t
AMD logo

Advanced Micro Devices

Symbol: NasdaqGS:AMD
Market cap: US$768.4b
View more competitors

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