Micron Technology Zukünftiges Wachstum
Future Kriterienprüfungen 6/6
Micron Technology wird ein jährliches Gewinn- und Umsatzwachstum von 29.4% bzw. 28.9% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 27% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 55.4% betragen.
Wichtige Informationen
29.4%
Wachstumsrate der Gewinne
26.99%
EPS-Wachstumsrate
| Semiconductor Gewinnwachstum | 30.5% |
| Wachstumsrate der Einnahmen | 28.9% |
| Zukünftige Eigenkapitalrendite | 55.44% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 11 Sep 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Neues Narrative • Sep 10
Sold-Out HBM And Multi-Year Contracts Turn Micron From A Cycle Into A Contract
The story behind this stock I own Micron because of one idea that runs through my whole portfolio: in the AI data center buildout, economic rent accrues to whoever owns something that is physically scarce and cannot be replaced within 18 to 36 months. Almost everything in the AI trade is a scale beneficiary.
Narrative-Update • Sep 10
MU: AI Memory Shortage And Long Contracts Will Sustain Memory Supercycle
Micron Technology's updated fair value estimate of $2,175.17, up from $1,467.02, reflects analysts' higher long term price targets. These are underpinned by expectations for tight DRAM and NAND supply, AI driven memory demand, and multi year customer agreements that they say improve revenue and margin visibility, even as some firms trim targets on sector wide multiple compression.Seeking Alpha • Sep 08
Micron: My Target Was Hit, And One Question Is Still Open
Summary Micron Technology, Inc. is downgraded from Buy to Hold after a 23% rally, as its valuation gap has closed. Key risk centers on the composition of $100B in long-term contracts—uncertainty remains whether these are heavily weighted to commoditized DRAM/NAND or high-margin HBM. Strong collateral ($22B in commitments) makes contract enforcement credible, but upside is capped and terminal value is less certain due to emerging Chinese competition. Next catalyst is the September 30 report; clarity on HBM exposure and customer deposits could justify a higher fair value. Read the full article on Seeking Alpha
Narrative-Update • Aug 26
MU: AI Memory Supercycle Will Eventually Face Contract And Supply Saturation Risk
Micron Technology's analyst fair value estimate has been raised by about $81 to roughly $844 as analysts factor in stronger modeled revenue growth, slightly higher profit margins, and a richer future P/E based on recent research that highlights tight memory supply, long term customer agreements, and continued AI related demand for DRAM and NAND. Analyst Commentary Recent Street research on Micron Technology points to a generally constructive view on the stock, but with a wide spread in fair value estimates and a growing focus on how current conditions in memory pricing and AI driven demand translate into sustainable earnings power.
Neues Narrative • Aug 13
Micron - The Memory Bottleneck Behind the AI Supercycle
Rating: Buy / cyclical AI infrastructure leader Style: Semiconductor memory supercycle, HBM, data-center infrastructure Core debate: Has AI structurally changed the memory cycle, or is Micron showing peak-cycle earnings that the market should not capitalize too aggressively? Executive View Micron Technology has become one of the most important “ picks and shovels ” companies in the AI buildout.Narrative-Update • Aug 12
MU: AI Memory Boom Will Eventually Confront Contract And Supply Saturation Risk
Micron Technology's analyst price target has been reset higher from about $692 to roughly $763 as analysts weigh firmer long term customer agreements, AI led memory demand, and tighter DRAM and NAND supply against updated market multiples and legal overhangs tied to ongoing patent disputes. Analyst Commentary Recent research on Micron Technology shows a strong focus on how AI related memory demand, tighter DRAM and NAND supply, and long term customer agreements are reshaping the company’s risk and reward profile.
Narrative-Update • Jul 29
MU: Multi-Year AI Contracts And Tight Supply Support Extended Memory Supercycle
Micron Technology's analyst price target has been revised higher, with fair value moving from about $1,458 to roughly $1,507 as analysts factor in stronger AI driven memory demand, tight DRAM and NAND supply, and increased visibility from multi year customer agreements. Analyst Commentary Recent Street research on Micron Technology points to a broadly constructive tone, with many firms lifting price targets and highlighting changes in the company's contract structure, product mix, and exposure to AI driven demand.Neues Narrative • Jul 16
Expect Micron Technology's Valuation to Hit 1890.54 Next Year
Micron's current PEG Ratio is ~.14 and forward PE of 6 amidst this current panic selloff by the weak hands and ridiculous algorithms. During the first 2 months of Q4, prices for DDR4 has risen 58%.Narrative-Update • Jul 15
MU: AI Memory Boom Will Eventually Face Contract And Supply Saturation Risk
Analysts have raised their average price target for Micron Technology from about $306 to roughly $692, citing strong AI data center demand, tight DRAM and NAND supply, and new multi-year customer agreements that they say improve visibility into future margins and earnings. Analyst Commentary Across recent research, Micron Technology is being framed as a core beneficiary of AI driven memory demand, with many firms lifting price targets and revising forecasts after what they describe as strong quarters, higher pricing for DRAM and NAND, and the signing of multi year customer agreements that cover a sizeable share of revenue and bit output.Narrative-Update • Jul 01
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.Analyseartikel • Jun 21
Micron Technology (MU) Stock Could Be 123% Overvalued Before Its June 24 Earnings
Micron Technology (MU) is back in the spotlight as investors weigh intense AI driven demand, a structural memory shortage, and fully committed high bandwidth memory capacity against an upcoming earnings report that could reset expectations. See our latest analysis for Micron Technology. The recent rally in Micron Technology stock has been sharp, with a 30-day share price return of 51% and a very large 1-year total shareholder return, as AI linked memory demand, supply tightness and bullish...Narrative-Update • Jun 17
MU: AI Memory Supercycle Expectations Will Eventually Clash With Future Supply Expansion
Micron Technology's analyst fair value estimate has been raised from $584.62 to $866.60, reflecting higher Street price targets as analysts factor in stronger memory pricing, tighter DRAM and HBM supply relative to AI driven demand, and a future P/E multiple of 20.66 compared with 15.04. Analyst Commentary Recent research on Micron Technology clusters around a clear theme: bullish analysts see a tight memory market tied to AI demand, while more cautious voices focus on how much optimism is already reflected in Micron's valuation and how long current conditions can last.
Neues Narrative • Jun 17
Strategic and Financial Blueprint of Micron Technology: Resolving the Memory Wall in the Gen-AI Era
Strategic and Financial Blueprint of Micron Technology: Resolving the Memory Wall in the Gen-AI Era 1. Business Understanding Micron Technology designs, manufactures, and markets advanced semiconductor memory and storage solutions globally.Neues Narrative • Jun 04
Micron’s AI Crown Sits on a Cycle That Hasn’t Changed
I. Industry and Business Model Analysis Micron Technology (NASDAQ: MU) designs, manufactures, and sells memory chips—primarily DRAM (dynamic random-access memory) and NAND flash storage—and high-bandwidth memory (HBM), a specialized DRAM variant critical for AI accelerators.Narrative-Update • Jun 03
MU: AI Memory Shortage And Long Contracts Will Extend Data Center Supercycle
Micron Technology's analyst price target has been lifted sharply, with the model fair value estimate moving from about $780 to roughly $1,470. Analysts point to tight memory supply, strong DRAM and NAND pricing, and growing AI driven demand visibility, which they say support higher projected revenue growth, margins, and a higher future P/E multiple.Neues Narrative • Jun 02
Micron Technology (MU): Riding the AI Supercycle to a $100B+ Revenue Horizon and Historic 40%+ Net Profit Margins
Executive Summary Micron Technology (MU) has fundamentally broken free from its historical identity as a purely cyclical, low-margin commodity memory producer. Driven by an unprecedented structural shift toward High-Bandwidth Memory (HBM) and AI-optimized data center architecture, Micron is capturing high-premium market share.Narrative-Update • May 15
MU: AI Cycle Hype Will Eventually Collide With Memory Supply Expansion
Micron Technology's analyst fair value estimate has shifted higher to $584.62 from $526.48, as analysts factor in a larger AI data center memory opportunity and stronger assumptions around margins and future P/E multiples. Analyst Commentary Street research on Micron has turned increasingly active, with a cluster of higher price targets as analysts adjust models for AI driven memory demand, tighter supply conditions, and potential for higher margins and P/E multiples.Narrative-Update • Apr 27
MU: AI Memory Tightness For Data Centers Will Define Next Supercycle
Analysts have lifted their implied fair value estimate for Micron Technology from about $523 to roughly $780, citing higher projected revenue growth, stronger profit margins and a lower assumed future P/E multiple, supported by a wave of recent price target increases and generally constructive research on AI driven memory demand. Analyst Commentary Recent research on Micron points to a generally constructive tone around AI driven memory demand, even as a few firms have turned more cautious or shifted their top picks elsewhere in semiconductors.Narrative-Update • Apr 13
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.Narrative-Update • Mar 30
MU: AI Memory Boom Will Eventually Confront Expanding DRAM Supply Plans
Micron Technology's updated analyst price target has moved from $214.08 to $305.91 as analysts factor in higher projected profit margins, supportive commentary around tight DRAM and NAND supply, robust AI driven memory demand, and the potential for higher long term earnings power reflected in recent Street research. Analyst Commentary Recent research coverage around Micron shows a wide range of views, even as many firms update their models for tighter DRAM and NAND markets, AI driven demand, and higher assumed earnings power.Analyseartikel • Mar 26
We Think That There Are Issues Underlying Micron Technology's (NASDAQ:MU) Earnings
Despite announcing strong earnings, Micron Technology, Inc.'s ( NASDAQ:MU ) stock was sluggish. We did some digging and...Analyseartikel • Mar 24
Analysts Just Made A Massive Upgrade To Their Micron Technology, Inc. (NASDAQ:MU) Forecasts
Micron Technology, Inc. ( NASDAQ:MU ) shareholders will have a reason to smile today, with the analysts making...Narrative-Update • Mar 18
Micron Technology will experience a robust 16.5% revenue growth
I am not in the field, just a random office worker. Earnings will beat tomorrow.Narrative-Update • Mar 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.Neues Narrative • Mar 10
Position to be managed in the supercycle of memory but too expensive for long-term hold
Target Entry Point: Under $350 - ride 12 month supercycle (if you have appetite) Micron represents a cycle-aware position in the $200B+ global memory semiconductor market, entering the most profitable period in its 47-year history driven by AI-fueled demand for High Bandwidth Memory (HBM), data center DRAM, and enterprise SSDs. FY2026 is a confirmed supercycle: Q1 delivered $13.64B in record revenue (+57% YoY), Q2 is guided at $18.7B with 68% gross margins, and full-year consensus is ~$76B in revenue with ~$34 EPS. The core thesis — that AI structurally elevates memory from commodity component to strategic infrastructure — is validated by Micron's entire 2026 HBM supply being sold out under finalized contracts.Narrative-Update • Mar 02
MU: AI Memory Demand And Tight Supply Will Reshape Future Cycle
Micron Technology's analyst price target has been lifted sharply to $523. Analysts point to tightening memory markets, higher memory pricing, and strong AI driven demand for high performance DRAM and HBM products as key reasons for the recalibration.
Narrative-Update • Feb 20
Micron in Supercycle Mode… With One Big Risk: is Cyclicality Dead?
When I wrote the original narrative, the thesis was straightforward: Micron was riding a powerful AI driven memory supercycle, and HBM was the ticket. That thesis hasn’t changed.Narrative-Update • Feb 16
MU: AI Memory Hype Will Eventually Collide With Rising DRAM Capacity
Micron Technology's fair value estimate has been revised higher from $176.14 to $214.08 as analysts factor in stronger assumptions for revenue growth, profit margins and future P/E. This revision is supported by a broad wave of higher Street price targets tied to tight memory supply and rising AI driven demand.Narrative-Update • Feb 02
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.Narrative-Update • Jan 19
MU: AI Memory Supercycle Hype Will Eventually Meet New DRAM Capacity
Our fair value estimate for Micron Technology has been adjusted higher to US$176.14 from US$171.83, reflecting analysts' higher price targets and rationale around tight DRAM supply, strong AI driven memory demand, and expectations for improved margins and earnings power. Analyst Commentary Recent research has generally pointed to tight DRAM conditions, AI related memory demand, and constrained high bandwidth memory supply as key themes for Micron.Narrative-Update • Jan 05
MU: AI Memory Supercycle Hype Will Likely Drive Future Multiple Compression
Micron Technology's fair value estimate has been raised from approximately $105.48 to $171.83. Analysts attribute this change to tightening DRAM supply, accelerating high bandwidth memory ramps for AI workloads, and improving margin and earnings visibility despite recent sector volatility.Narrative-Update • Dec 14
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.Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 8/31/2029 | 302,028 | 177,067 | 145,146 | 212,369 | 6 |
| 8/31/2028 | 277,166 | 198,802 | 162,173 | 212,799 | 28 |
| 8/31/2027 | 244,458 | 168,428 | 132,617 | 174,321 | 43 |
| 8/31/2026 | 129,738 | 82,690 | 49,477 | 77,002 | 41 |
| 5/28/2026 | 90,274 | 50,469 | 26,172 | 51,432 | N/A |
| 2/26/2026 | 58,119 | 24,111 | 10,281 | 30,653 | N/A |
| 11/27/2025 | 42,312 | 11,909 | 4,652 | 22,692 | N/A |
| 8/28/2025 | 37,378 | 8,539 | 1,668 | 17,525 | N/A |
| 5/29/2025 | 33,813 | 6,225 | 1,881 | 15,200 | N/A |
| 2/27/2025 | 31,323 | 4,672 | 606 | 13,073 | N/A |
| 11/28/2024 | 29,094 | 3,882 | 554 | 10,350 | N/A |
| 8/29/2024 | 25,111 | 778 | 121 | 8,507 | N/A |
| 5/30/2024 | 21,371 | -1,539 | -1,376 | 5,351 | N/A |
| 2/29/2024 | 18,312 | -3,767 | -3,309 | 2,893 | N/A |
| 11/30/2023 | 16,181 | -6,872 | -5,006 | 2,017 | N/A |
| 8/31/2023 | 15,540 | -5,833 | -6,117 | 1,559 | N/A |
| 6/1/2023 | 18,173 | -2,911 | -4,741 | 5,087 | N/A |
| 3/2/2023 | 23,063 | 1,611 | -1,944 | 8,901 | N/A |
| 12/1/2022 | 27,156 | 6,186 | 935 | 12,186 | N/A |
| 9/1/2022 | 30,758 | 8,687 | 3,114 | 15,181 | N/A |
| 6/2/2022 | 32,389 | 9,915 | 4,819 | 15,288 | N/A |
| 3/3/2022 | 31,169 | 9,024 | 4,860 | 15,010 | N/A |
| 12/2/2021 | 29,619 | 7,364 | 3,882 | 14,439 | N/A |
| 9/2/2021 | 27,705 | 5,861 | 2,438 | 12,468 | N/A |
| 6/3/2021 | 25,487 | 4,129 | 560 | 10,855 | N/A |
| 3/4/2021 | 23,503 | 3,197 | -662 | 9,318 | N/A |
| 12/3/2020 | 22,064 | 2,999 | -756 | 8,262 | N/A |
| 9/3/2020 | 21,435 | 2,687 | 83 | 8,306 | N/A |
| 5/28/2020 | 20,249 | 2,260 | 297 | 8,268 | N/A |
| 2/27/2020 | 19,599 | 2,297 | N/A | 8,956 | N/A |
| 11/28/2019 | 20,637 | 3,511 | N/A | 10,390 | N/A |
| 8/29/2019 | 23,406 | 6,313 | N/A | 13,189 | N/A |
| 5/30/2019 | 26,976 | 10,077 | N/A | 16,111 | N/A |
| 2/28/2019 | 29,985 | 13,060 | N/A | 17,661 | N/A |
| 11/29/2018 | 31,501 | 14,750 | N/A | 18,574 | N/A |
| 8/30/2018 | 30,391 | 14,135 | N/A | 17,400 | N/A |
| 5/31/2018 | 28,089 | 12,178 | N/A | 15,448 | N/A |
| 3/1/2018 | 25,858 | 10,002 | N/A | 13,594 | N/A |
| 11/30/2017 | 23,155 | 7,587 | N/A | 10,651 | N/A |
| 8/31/2017 | 20,322 | 5,089 | N/A | 8,153 | N/A |
| 6/1/2017 | 17,401 | 2,551 | N/A | 5,846 | N/A |
| 3/2/2017 | 14,733 | 689 | N/A | 3,828 | N/A |
| 12/1/2016 | 13,019 | -302 | N/A | 3,186 | N/A |
| 9/1/2016 | 12,399 | -276 | N/A | 3,168 | N/A |
| 6/2/2016 | 12,782 | 365 | N/A | 3,302 | N/A |
| 3/3/2016 | 13,737 | 1,071 | N/A | 4,248 | N/A |
| 12/3/2015 | 14,969 | 2,102 | N/A | 4,736 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: MUDas prognostizierte Gewinnwachstum (29.4% pro Jahr) liegt über der Sparquote (3.7%).
Ertrag vs. Markt: MUDie Erträge des Unternehmens (29.4% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (17.2% pro Jahr).
Hohe Wachstumserträge: MUEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.
Einnahmen vs. Markt: MUDie Einnahmen des Unternehmens (28.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (13.4% pro Jahr).
Hohe Wachstumseinnahmen: MUDie Einnahmen des Unternehmens (28.9% pro Jahr) werden voraussichtlich schneller wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: MUDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich sehr hoch sein (55.4%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/12 01:23 |
| Aktienkurs zum Tagesende | 2026/09/11 00:00 |
| Gewinne | 2026/05/28 |
| Jährliche Einnahmen | 2025/08/28 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Micron Technology, Inc. wird von 73 Analysten beobachtet. 43 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| Nam Hyung Kim | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |