Micron Technology, Inc.

Report azionario NasdaqGS:MU

Capitalizzazione di mercato: US$1.3t

Micron Technology Crescita futura

Criteri Future verificati 6/6

Micron Technology prevede che gli utili e i ricavi cresceranno rispettivamente di 32.1% e 29.6% all'anno. Si prevede che l'EPS crescerà di 37.8% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 22.7% in 3 anni.

Informazioni chiave

32.1%

Tasso di crescita degli utili

37.80%

Tasso di crescita dell'EPS

Semiconductor crescita degli utili27.4%
Tasso di crescita dei ricavi29.6%
Rendimento futuro del capitale proprio22.73%
Copertura analitica

Good

Ultimo aggiornamento28 Jun 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Jun 27

Micron Technology: The Replaceable Role Of Memory In The AI ​​Value Chain

Summary Micron Technology delivered record Q3 FY2026 results, with revenue up 345% YoY and gross margins reaching 85%. MU’s rally is driven by AI-fueled memory scarcity, but I see the cycle maturing and recommend taking profits; my rating is Sell. Despite a PEG ratio of 0.10x, MU trades at a 38% premium to sector earnings multiples, signaling stretched valuation. MU’s business remains highly cyclical and exposed to memory price swings; I prefer AI infrastructure plays with physical assets for long-term holding. Read the full article on Seeking Alpha
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Nuova narrazione • 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.
Nuova narrazione • 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.
Aggiornamento della narrazione • 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.
Nuova narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Nuova narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:MU - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
8/31/2028257,518175,226146,841188,41526
8/31/2027235,709158,695116,336158,04640
8/31/2026129,57782,95448,68378,14435
5/28/202690,27450,46926,17251,432N/A
2/26/202658,11924,11110,28130,653N/A
11/27/202542,31211,9094,65222,692N/A
8/28/202537,3788,5391,66817,525N/A
5/29/202533,8136,2251,88115,200N/A
2/27/202531,3234,67260613,073N/A
11/28/202429,0943,88255410,350N/A
8/29/202425,1117781218,507N/A
5/30/202421,371-1,539-1,3765,351N/A
2/29/202418,312-3,767-3,3092,893N/A
11/30/202316,181-6,872-5,0062,017N/A
8/31/202315,540-5,833-6,1171,559N/A
6/1/202318,173-2,911-4,7415,087N/A
3/2/202323,0631,611-1,9448,901N/A
12/1/202227,1566,18693512,186N/A
9/1/202230,7588,6873,11415,181N/A
6/2/202232,3899,9154,81915,288N/A
3/3/202231,1699,0244,86015,010N/A
12/2/202129,6197,3643,88214,439N/A
9/2/202127,7055,8612,43812,468N/A
6/3/202125,4874,12956010,855N/A
3/4/202123,5033,197-6629,318N/A
12/3/202022,0642,999-7568,262N/A
9/3/202021,4352,687838,306N/A
5/28/202020,2492,2602978,268N/A
2/27/202019,5992,297N/A8,956N/A
11/28/201920,6373,511N/A10,390N/A
8/29/201923,4066,313N/A13,189N/A
5/30/201926,97610,077N/A16,111N/A
2/28/201929,98513,060N/A17,661N/A
11/29/201831,50114,750N/A18,574N/A
8/30/201830,39114,135N/A17,400N/A
5/31/201828,08912,178N/A15,448N/A
3/1/201825,85810,002N/A13,594N/A
11/30/201723,1557,587N/A10,651N/A
8/31/201720,3225,089N/A8,153N/A
6/1/201717,4012,551N/A5,846N/A
3/2/201714,733689N/A3,828N/A
12/1/201613,019-302N/A3,186N/A
9/1/201612,399-276N/A3,168N/A
6/2/201612,782365N/A3,302N/A
3/3/201613,7371,071N/A4,248N/A
12/3/201514,9692,102N/A4,736N/A
9/3/201516,1922,899N/A5,208N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di MU ( 32.1% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di MU ( 32.1% all'anno) cresceranno più rapidamente del mercato US ( 18.5% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di MU cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di MU ( 29.6% all'anno) crescerà più rapidamente del mercato US ( 12.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di MU ( 29.6% all'anno) crescerà più rapidamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di MU sarà elevato tra 3 anni ( 22.7 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/29 05:12
Prezzo dell'azione a fine giornata2026/06/26 00:00
Utili2026/05/28
Utili annuali2025/08/28

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Micron Technology, Inc. è coperta da 70 analisti. 40 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Warren LauAletheia Analyst Network Limited
James FontanelliArete Research Services LLP
Nam Hyung KimArete Research Services LLP