Micron Technology（MU）株式概要
マイクロン・テクノロジー・インクは、米国、台湾、日本、中国本土、香港、欧州、および国際的にメモリおよびストレージ製品の設計、開発、製造、販売を行っている。 詳細
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Micron Technology, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$646.47 |
| 52週高値 | US$683.09 |
| 52週安値 | US$83.36 |
| ベータ | 1.92 |
| 1ヶ月の変化 | 71.21% |
| 3ヶ月変化 | 63.79% |
| 1年変化 | 659.21% |
| 3年間の変化 | 949.29% |
| 5年間の変化 | 737.50% |
| IPOからの変化 | 27,119.79% |
最新ニュース
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
ナラティブ更新 • 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 Alphaナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...
ナラティブ更新 • 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.ナラティブ更新 • 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.新しいナラティブ • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.
新しいナラティブ • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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 Alpha株主還元
| MU | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 25.0% | 10.5% | 2.1% |
| 1Y | 659.2% | 126.3% | 30.6% |
業界別リターン: MU過去 1 年間で126.3 % の収益を上げたUS Semiconductor業界を上回りました。
リターン対市場: MU過去 1 年間で30.6 % の収益を上げたUS市場を上回りました。
価格変動
| MU volatility | |
|---|---|
| MU Average Weekly Movement | 10.1% |
| 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% |
安定した株価: MU 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: MUの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1978 | 53,000 | Sanjay Mehrotra | www.micron.com |
マイクロン・テクノロジー・インクは、米国、台湾、日本、中国本土、香港、欧州、および海外でメモリおよびストレージ製品の設計、開発、製造、販売を行っている。クラウドメモリビジネスユニット、コアデータセンタービジネスユニット、モバイル＆クライアントビジネスユニット、オートモーティブ＆エンベデッドビジネスユニットの各セグメントを通じて事業を展開している。同社は、ダイナミック・ランダム・アクセス・メモリ・コンポーネントおよびモジュール、CXLベース・メモリ、LPDDRコンポーネントおよびモジュール、グラフィックス・メモリ、高帯域幅メモリ、データセンター・メモリ製品などのメモリ製品、組み込みマルチメディア・カード・ベース、ユニバーサル・フラッシュ・ストレージ・ベース、NANDベースのMCPからなるマルチチップ・パッケージ（MCP）、1y DRAMおよびG9 NANDテクノロジーを含むテクノロジー・リーダーシップ製品を提供している。また、データセンター・ソリッドステートドライブ（SSD）、クライアントSSDストレージ、自動車・産業用SSDストレージなどのストレージ製品、マネージドNAND、NANDフラッシュ、NORフラッシュ、メモリーカードも提供している。さらに、FBGAおよび部品デコーダ、DRAM電力計算機、NAND電力計算機、シミュレーションモデル、チップセット互換性ガイド、シリアルプレゼンス検出ツール、クロスリファレンス・ツール、UFSparm、SSDファームウェア、ソフトウェアおよびドライバ、ストレージ・エグゼクティブ・ソフトウェア、旧式部品カタログなどの設計ツールも提供している。半導体メモリおよびストレージ製品をMicronおよびCrucialブランドで販売している。同社はデータセンター、PC、グラフィックス、ネットワーキング、自動車、産業、消費者向け組み込み市場、およびスマートフォンやその他のモバイルデバイス市場に製品を提供している。直販部隊、独立系販売代理店、販売店、小売店、ウェブベースの顧客直販チャネル、チャネルおよび販売パートナーを通じて製品を販売している。マイクロンテクノロジー社は1978年に設立され、アイダホ州ボイシに本社を置いている。
Micron Technology, Inc. 基礎のまとめ
| MU 基礎統計学 | |
|---|---|
| 時価総額 | US$751.74b |
| 収益（TTM） | US$24.11b |
| 売上高(TTM) | US$58.12b |
30.2x
PER（株価収益率12.5x
P/SレシオMU は割高か？
公正価値と評価分析を参照収益と収入
| MU 損益計算書（TTM） | |
|---|---|
| 収益 | US$58.12b |
| 売上原価 | US$24.16b |
| 売上総利益 | US$33.96b |
| その他の費用 | US$9.85b |
| 収益 | US$24.11b |
直近の収益報告
Feb 26, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 21.38 |
| グロス・マージン | 58.44% |
| 純利益率 | 41.49% |
| 有利子負債／自己資本比率 | 10.1% |
MU の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.09%
現在の配当利回り2%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 10:29 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2026/02/26 |
| 年間収益 | 2025/08/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Micron Technology, Inc. 39 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。72
| アナリスト | 機関 |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |