Micron Technology Gestione
Criteri Gestione verificati 3/4
Micron Technology Il CEO è Sanjay Mehrotra, nominato in May2017, e ha un mandato di 9.17 anni. la retribuzione annua totale è $ 30.94M, composta da 4.7% di stipendio e 95.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.084% delle azioni della società, per un valore di $ 902.90M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.1 anni e 5.4 anni.
Informazioni chiave
Sanjay Mehrotra
Amministratore delegato
US$30.9m
Compenso totale
| Percentuale dello stipendio del CEO | 4.67% |
| Mandato del CEO | 9.2yrs |
| Proprietà del CEO | 0.08% |
| Durata media del management | 5.1yrs |
| Durata media del Consiglio di amministrazione | 5.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Jul 09
Micron: Strong Buy As The AI Memory Supercycle Accelerates
Summary Micron Technology is rated a strong buy, driven by robust AI demand, supply constraints, and exceptional Q3 results with significant upside potential. Q3 revenues surged nearly 75% sequentially to $41.5 billion, with gross margins expanding to 85% and operating margins reaching 81%, reflecting broad-based pricing power. Guidance points to $49–$51 billion in Q4 revenues, supported by long-term Strategic Customer Agreements and persistent supply bottlenecks extending beyond 2027. My updated price target for MU is $1,775 (base case), with upside to $2,200, as free cash flow and margins are set to soar despite elevated CapEx. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| May 28 2026 | n/a | n/a | US$50b |
| Feb 26 2026 | n/a | n/a | US$24b |
| Nov 27 2025 | n/a | n/a | US$12b |
| Aug 28 2025 | US$31m | US$1m | US$9b |
| May 29 2025 | n/a | n/a | US$6b |
| Feb 27 2025 | n/a | n/a | US$5b |
| Nov 28 2024 | n/a | n/a | US$4b |
| Aug 29 2024 | US$30m | US$1m | US$778m |
| May 30 2024 | n/a | n/a | -US$2b |
| Feb 29 2024 | n/a | n/a | -US$4b |
| Nov 30 2023 | n/a | n/a | -US$7b |
| Aug 31 2023 | US$25m | US$1m | -US$6b |
| Jun 01 2023 | n/a | n/a | -US$3b |
| Mar 02 2023 | n/a | n/a | US$2b |
| Dec 01 2022 | n/a | n/a | US$6b |
| Sep 01 2022 | US$29m | US$1m | US$9b |
| Jun 02 2022 | n/a | n/a | US$10b |
| Mar 03 2022 | n/a | n/a | US$9b |
| Dec 02 2021 | n/a | n/a | US$7b |
| Sep 02 2021 | US$25m | US$1m | US$6b |
| Jun 03 2021 | n/a | n/a | US$4b |
| Mar 04 2021 | n/a | n/a | US$3b |
| Dec 03 2020 | n/a | n/a | US$3b |
| Sep 03 2020 | US$20m | US$1m | US$3b |
| May 28 2020 | n/a | n/a | US$2b |
| Feb 27 2020 | n/a | n/a | US$2b |
| Nov 28 2019 | n/a | n/a | US$4b |
| Aug 29 2019 | US$17m | US$1m | US$6b |
Compensazione vs Mercato: La retribuzione totale di Sanjay ($USD 30.94M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.71M ).
Compensazione vs guadagni: La retribuzione di Sanjay è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Sanjay Mehrotra (67 yo)
9.2yrs
Mandato
US$30,940,146
Compensazione
Mr. Sanjay Mehrotra was Director of CDW LLC until May 2026. He has been the Chief Executive Officer, President and Director at Micron Technology, Inc. since May 8, 2017 and also serves as Chairman since Ja...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Chairman | 9.2yrs | US$30.94m | 0.084% $ 902.9m | |
| Executive VP & CFO | 4.3yrs | US$11.12m | 0.019% $ 208.4m | |
| Executive Vice President of Global Operations | 8.8yrs | US$11.76m | 0.029% $ 306.9m | |
| Executive VP and Chief Technology & Products Officer | 9.1yrs | US$10.22m | 0.014% $ 146.3m | |
| Executive VP & Chief Business Officer | 4.5yrs | US$11.81m | 0.020% $ 212.6m | |
| Corporate VP & Chief Accounting Officer | 5.8yrs | Nessun dato | 0.0032% $ 34.8m | |
| Corp. VP & Chief Information Officer | no data | Nessun dato | Nessun dato | |
| Corporate VP of Investor Relations & Treasurer | no data | Nessun dato | Nessun dato | |
| Senior VP | 2.5yrs | Nessun dato | 0.0060% $ 63.8m | |
| Executive VP of Worldwide Sales | 1.5yrs | Nessun dato | 0.0039% $ 41.8m | |
| Executive VP & Chief People Officer | 9.1yrs | Nessun dato | 0.0076% $ 81.3m | |
| VP & Chief Diversity Inclusion Officer | 4.3yrs | Nessun dato | Nessun dato |
5.1yrs
Durata media
58yo
Età media
Gestione esperta: Il team dirigenziale di MU è esperto e expertise (durata media dell'incarico 5.1 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Chairman | 9.2yrs | US$30.94m | 0.084% $ 902.9m | |
| Independent Director | 2.3yrs | US$374.98k | 0.00039% $ 4.2m | |
| Independent Director | 7.8yrs | US$394.98k | 0.0015% $ 16.3m | |
| Director | 1.3yrs | US$182.90k | 0.0023% $ 24.8m | |
| Independent Director | 7yrs | US$394.98k | 0.0021% $ 22.2m | |
| Independent Director | less than a year | Nessun dato | 0.000030% $ 321.5k | |
| Lead Independent Director | 5.9yrs | US$409.57k | 0.0015% $ 16.2m | |
| Independent Director | 5.4yrs | US$394.98k | 0.0012% $ 13.0m | |
| Director | 1.3yrs | US$182.90k | 0.00034% $ 3.6m |
5.4yrs
Durata media
66yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di MU sono considerati esperti (durata media dell'incarico 5.4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/09 03:51 |
| Prezzo dell'azione a fine giornata | 2026/07/09 00:00 |
| Utili | 2026/05/28 |
| Utili annuali | 2025/08/28 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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 71 analisti. 41 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.
| Analista | Istituzione |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| James Fontanelli | Arete Research Services LLP |
| Nam Hyung Kim | Arete Research Services LLP |