Micron Technology (MU) Resumen de Acciones
Micron Technology, Inc. diseña, desarrolla, fabrica y vende productos de memoria y almacenamiento en Estados Unidos, Taiwán, Japón, China continental, Hong Kong, Europa e internacionalmente. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 6/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
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Analyst Price Targets
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Competidores de Micron Technology, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$746.81 |
| Máximo en las últimas 52 semanas | US$747.21 |
| Mínimo de 52 semanas | US$90.93 |
| Beta | 1.92 |
| Cambio en 1 mes | 77.56% |
| Variación en 3 meses | 94.74% |
| Cambio de 1 año | 769.80% |
| Variación en 3 años | 1,125.89% |
| Variación en 5 años | 837.03% |
| Variación desde la OPV | 31,344.63% |
Noticias y actualizaciones recientes
Seeking Alpha • May 05
Micron's 50% Rally: Just A Prelude To The Structural Deficit
Summary This article will allow for the dispelling of concerns regarding whether Micron shares are overbought. The reporting of major competitors shows that there are no losers here, as everyone has long since been a winner. The cycle in the memory market suggests the preservation of a structural supply deficit until the end of 2027. Perhaps we are still standing on the threshold of the main stage of growth in MU’s market value. If you want to buy them all: take shares of the DRAM ETF, which possesses a number of advantages. Read the full article on Seeking Alpha
Actualización del análisis • 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.Recent updates
Seeking Alpha • May 05
Micron's 50% Rally: Just A Prelude To The Structural Deficit
Summary This article will allow for the dispelling of concerns regarding whether Micron shares are overbought. The reporting of major competitors shows that there are no losers here, as everyone has long since been a winner. The cycle in the memory market suggests the preservation of a structural supply deficit until the end of 2027. Perhaps we are still standing on the threshold of the main stage of growth in MU’s market value. If you want to buy them all: take shares of the DRAM ETF, which possesses a number of advantages. Read the full article on Seeking AlphaActualización del análisis • 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.
Actualización del análisis • 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.
Actualización del análisis • 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.Artículo de análisis • 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...Artículo de análisis • 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...
Actualización del análisis • 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.Actualización del análisis • 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.Nuevo análisis • 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.Actualización del análisis • 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.
Actualización del análisis • 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.
Nuevo análisis • Feb 20
Micron (MU): The HBM3E Monopoly & The "Golden Era"
The 2026 narrative for Micron has shifted from "cyclical hardware" to a non-substitutable AI bottleneck. As of February 2026, Micron has officially sold out its entire HBM3e and HBM4 inventory for the year, granting the company unprecedented pricing power.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • Nov 30
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.Actualización del análisis • Nov 15
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.Artículo de análisis • Nov 07
Micron Technology, Inc.'s (NASDAQ:MU) 28% Price Boost Is Out Of Tune With Revenues
Despite an already strong run, Micron Technology, Inc. ( NASDAQ:MU ) shares have been powering on, with a gain of 28...Actualización del análisis • Nov 01
MU: Future U.S. Production And AI Infrastructure Will Shape Memory Cycle Dynamics
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.Actualización del análisis • Oct 18
AI And Data Center Demand Will Drive Advanced Memory Expansion
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.Actualización del análisis • Oct 04
AI And Data Center Demand Will Drive Advanced Memory Expansion
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.Actualización del análisis • Sep 29
Micron's New Supercycle: Riding the High-Bandwidth Memory Wave
Revised the narrative to include updated data on market share, catalysts, and risks. No changes were made to my valuation.Actualización del análisis • Sep 19
AI And Data Center Demand Will Drive Advanced Memory Expansion
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.Artículo de análisis • Sep 13
Optimistic Investors Push Micron Technology, Inc. (NASDAQ:MU) Shares Up 25% But Growth Is Lacking
Despite an already strong run, Micron Technology, Inc. ( NASDAQ:MU ) shares have been powering on, with a gain of 25...Actualización del análisis • Sep 04
AI And Data Center Demand Will Drive Advanced Memory Expansion
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.Seeking Alpha • Apr 28
Micron: I'm Finally Bullish (Rating Upgrade)
Summary Micron Technology is in a favorable price action position, bouncing on a decade-long trend line. Shares are still holding up since the April 7 lows. My bull case is driven by limited tariff exposure, strong pricing power, and promising HBM sales after earnings data came in from SK hynix. That said, I remain concerned about recent insider selling and gross margin pressure from NAND oversupply. Overall, I favor Micron’s current technical setup. The AI narrative is still strong, and I expect the stock to hold the decade-long trendline. Read the full article on Seeking AlphaSeeking Alpha • Apr 21
Micron: A Buy Recommendation Despite Current Market Woes
Summary A trade war threatens Micron Technology, Inc.'s revenue growth as 80% of its sales are international. Management's Q3 FY 2025 gross margin guidance was weaker than analysts' forecasts, dampening investor sentiment. Micron has a significant potential upside opportunity in high bandwidth memory, which is necessary for training sophisticated AI algorithms. Its one-year forward PEG ratio implies a high potential upside if the memory chip manufacturing industry's upcycle continues. MU stock remains a buy for risk-tolerant investors. Read the full article on Seeking AlphaSeeking Alpha • Apr 01
Micron Stock: Buy Before The Supercycle
Summary Micron Technology reported earnings on March 20th. MU stock fell in response to gross margin pressure as NAND pricing faces pressure. DRAM and NAND will likely both see favorable conditions in FY2026, leading to record operating results. Read the full article on Seeking AlphaSeeking Alpha • Mar 24
Micron Technology: HBM Ramp-Up May Pressure Margins, But Stock Remains A Buy
Summary Micron Technology, Inc. reported a 38.3% YoY revenue increase, driven by DRAM and NAND sales growth, despite some pricing pressures and inventory adjustments. The company delivered on its guidance, but the stock price declined due to margin pressures and competitive pricing, particularly from China. Micron's Q3 guidance indicates higher sales but continued margin pressure, necessitating careful management of capacity and investments in HBM chips. Despite current challenges, I maintain a buy rating for MU stock with a price target of $134.91, implying a 42% upside by FY26. Read the full article on Seeking AlphaSeeking Alpha • Mar 18
Micron Stock: Despite The Rating Downgrade, It's Still A Buy
Summary Micron Technology's recent guidance was disappointing, leading me to downgrade my rating from a strong buy to a buy. Despite the guidance miss, Micron's long-term growth prospects remain strong, with potential EPS reaching $11-13 in fiscal 2026. Analysts remain bullish, with price targets suggesting 30-50% upside by year-end 2025, and potential for $300-350 by 2030 in a bullish scenario. Risks include potential AI slowdown, macroeconomic factors, and memory market commoditization, which could impact Micron's pricing power and stock performance. Read the full article on Seeking AlphaRentabilidad de los accionistas
| MU | US Semiconductor | Mercado US | |
|---|---|---|---|
| 7D | 37.7% | 10.5% | 2.1% |
| 1Y | 769.8% | 126.3% | 30.6% |
Rentabilidad vs. Industria: MU superó a la industria US Semiconductor, que obtuvo un rendimiento del 126.3% el año pasado.
Rentabilidad vs. Mercado: MU superó al mercado US, que obtuvo un rendimiento del 30.6% el año pasado.
Volatilidad de los precios
| MU volatility | |
|---|---|
| MU Average Weekly Movement | 10.9% |
| Semiconductor Industry Average Movement | 10.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: MU no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de MU (11%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1978 | 53,000 | Sanjay Mehrotra | www.micron.com |
Micron Technology, Inc. diseña, desarrolla, fabrica y vende productos de memoria y almacenamiento en Estados Unidos, Taiwán, Japón, China continental, Hong Kong, Europa e internacionalmente. Opera a través de los segmentos Unidad de Negocio de Memoria en la Nube; Unidad de Negocio de Centro de Datos Central; Unidad de Negocio de Móviles y Clientes; y Unidad de Negocio de Automoción e Integrados. La empresa ofrece productos de memoria, como componentes y módulos de memoria de acceso aleatorio dinámico, memoria basada en CXL, componentes y módulos LPDDR, memoria gráfica, memoria de gran ancho de banda y productos de memoria para centros de datos; paquetes multichip (MCP) que incluyen MCP basados en tarjetas multimedia integradas, en almacenamiento flash universal y en NAND; y productos de liderazgo tecnológico que incluyen las tecnologías 1y DRAM y G9 NAND.
Resumen de fundamentos de Micron Technology, Inc.
| Estadísticas fundamentales de MU | |
|---|---|
| Capitalización bursátil | US$842.20b |
| Beneficios(TTM) | US$24.11b |
| Ingresos (TTM) | US$58.12b |
34.9x
Ratio precio-beneficio (PE)14.5x
Ratio precio-ventas (PS)¿Está MU sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de MU | |
|---|---|
| Ingresos | US$58.12b |
| Coste de los ingresos | US$24.16b |
| Beneficio bruto | US$33.96b |
| Otros gastos | US$9.85b |
| Beneficios | US$24.11b |
Últimos beneficios comunicados
Feb 26, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 21.38 |
| Margen bruto | 58.44% |
| Margen de beneficio neto | 41.49% |
| Ratio deuda/patrimonio | 10.1% |
¿Cómo se ha desempeñado MU a largo plazo?
Ver rendimiento histórico y comparativaDividendos
0.08%
Rentabilidad actual por dividendo2%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/10 14:57 |
| Precio de las acciones al final del día | 2026/05/08 00:00 |
| Beneficios | 2026/02/26 |
| Ingresos anuales | 2025/08/28 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Micron Technology, Inc. está cubierta por 72 analistas. 39 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |