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$877.57 |
| 52週高値 | US$1,255.00 |
| 52週安値 | US$111.67 |
| ベータ | 2.21 |
| 1ヶ月の変化 | -7.51% |
| 3ヶ月変化 | 17.51% |
| 1年変化 | 638.14% |
| 3年間の変化 | 1,263.32% |
| 5年間の変化 | 1,137.41% |
| IPOからの変化 | 36,850.32% |
最新ニュース
Seeking Alpha • Aug 03
Micron: High Risk, High Reward
Summary Micron Technology remains attractively valued post-dip, trading at 5x forward EPS, with robust AI-driven memory demand underpinning the bullish thesis. The company is in a far better position securing $100B+ in long-term SCA contracts and $22B in prepayments, with up to 50% of revenue under take-or-pay agreements at fixed prices. Despite strong near-term prospects, MU faces structural boom-bust risk, with gross margins historically swinging from 50% peaks versus 85% now to negative territory in downturns. Competitive dynamics with Samsung and SK hynix, and potential for future oversupply warrant close monitoring even as relentless AI demand supports upside into FY27. Read the full article on Seeking Alpha
ナラティブ更新 • 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.Recent updates
Seeking Alpha • Aug 03
Micron: High Risk, High Reward
Summary Micron Technology remains attractively valued post-dip, trading at 5x forward EPS, with robust AI-driven memory demand underpinning the bullish thesis. The company is in a far better position securing $100B+ in long-term SCA contracts and $22B in prepayments, with up to 50% of revenue under take-or-pay agreements at fixed prices. Despite strong near-term prospects, MU faces structural boom-bust risk, with gross margins historically swinging from 50% peaks versus 85% now to negative territory in downturns. Competitive dynamics with Samsung and SK hynix, and potential for future oversupply warrant close monitoring even as relentless AI demand supports upside into FY27. Read the full article on Seeking Alphaナラティブ更新 • 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.
新しいナラティブ • 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%.
ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.
新しいナラティブ • 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.新しいナラティブ • 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.
ナラティブ更新 • 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.新しいナラティブ • 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.ナラティブ更新 • 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.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.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.新しいナラティブ • Sep 29
Micron's New Supercycle: Riding the High-Bandwidth Memory Wave
Company Overview Micron Technology (MU) is a global leader in memory and storage solutions, specialising in DRAM, NAND, and NOR flash memory. As the sole U.S.-based manufacturer of these critical components, the company holds a significant strategic position.株主還元
| MU | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 6.6% | 9.7% | 4.0% |
| 1Y | 638.1% | 62.4% | 20.7% |
業界別リターン: MU過去 1 年間で62.4 % 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20.7 % 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 | 16.3% |
| Semiconductor Industry Average Movement | 13.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: MUの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: MUの weekly volatility ( 16% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
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$995.53b |
| 収益（TTM） | US$50.47b |
| 売上高(TTM) | US$90.27b |
19.6x
PER（株価収益率11.0x
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$90.27b |
| 売上原価 | US$24.76b |
| 売上総利益 | US$65.51b |
| その他の費用 | US$15.04b |
| 収益 | US$50.47b |
直近の収益報告
May 28, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 44.69 |
| グロス・マージン | 72.57% |
| 純利益率 | 55.91% |
| 有利子負債／自己資本比率 | 3.0% |
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
0.07%
現在の配当利回り1%
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 | 2026/08/07 14:00 |
| 終値 | 2026/08/07 00:00 |
| 収益 | 2026/05/28 |
| 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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. 42 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 |
| Nam Hyung Kim | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |