MU Share Price Performance
US$428.17
332.76 (348.77%)
17.2% overvalued intrinsic discount
US$365.22
Fair Value
Price US$428.17
AnalystConsensusTarget US$365.22
BlackGoat US$507.88
BonSquid88 US$400.00
Fair ValueUS$365.22
Share Pricen/a
Micron Technology, Inc. Stock Price
- 8 Narratives written by author
- 12 Comments on narratives written by author
- 1218 Fair Values set on narratives written by author
MU Community Narratives
AN
Fair Value US$365.22 17.2% overvalued intrinsic discount
MU: Future U.S. Production And AI Infrastructure Will Shape Memory Cycle Dynamics
11users have liked this narrative
0users have commented on this narrative
517users have followed this narrative
BL
Fair Value US$507.88 15.7% undervalued intrinsic discount
Micron's New Supercycle: Riding the High-Bandwidth Memory Wave
8users have liked this narrative
7users have commented on this narrative
76users have followed this narrative
BO
Fair Value US$400 7.0% overvalued intrinsic discount
Micron Technology will experience a robust 16.5% revenue growth
11users have liked this narrative
0users have commented on this narrative
43users have followed this narrative
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.Read more
1.6k
users have viewed this narrative8users have liked this narrative
7users have commented on this narrative
76users have followed this narrative
BL
US$507.88
15.7% undervalued intrinsic discount
BlackGoat's Fair Value
Revenue
24% p.a.
Profit Margin
30%
Future PE
26x
Price in 2031
US$829.75
Despite 250% Surge, I'll Start Investing in Micron for Its PE of 29x
Buying a company after 250% growth in 1 year,I definitely won't do that but Micron still is definitely gaining my attention. Micron is a leader in memory chips, which is a key component of computers in general, but also especially important for Al. Micron appears to have completely sold out and committed their 2026 supply, which means they can't make enough product in the foreseeable future.Read more
18
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
EV
US$403.64
6.1% overvalued intrinsic discount
EvaGreen's Fair Value
Revenue
15% p.a.
Profit Margin
28.15%
Future PE
32.61x
Price in 2031
US$669.97
Micron Technology will experience a robust 16.5% revenue growth
I am NOT an expert. The only point I make is that all of the recent price targets published were PRIOR to the earnings announcements, many of which put a $300 price target, before the blowout earnings numbers were known.Read more
1.2k
users have viewed this narrative11users have liked this narrative
0users have commented on this narrative
43users have followed this narrative
BO
US$400
7.0% overvalued intrinsic discount
BonSquid88's Fair Value
Revenue
16.84% p.a.
Profit Margin
28.15%
Future PE
29.81x
Price in 2031
US$662.95
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.Read more
33
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
Micron will be one of the biggest beneficiaries in the semiconductor industry of the multi-year growth opportunity driven by AI
Catalysts With the advancement of AI there will be high demand for High Bandwidth Memory (HBM) devices for AI data centres. Micron are in a strong position to serve AI demand for fast storage as these data-intensive applications proliferate.Read more
3.2k
users have viewed this narrative19users have liked this narrative
4users have commented on this narrative
60users have followed this narrative
Geopolitical Tensions And Rising Costs Will Hinder Future Competitiveness
Key Takeaways Geopolitical risks, trade barriers, and climate regulations threaten to increase costs, reduce market access, and limit Micron's ability to invest or return capital. Shifts toward custom AI hardware and intense industry competition risk eroding core product demand and compressing profit margins amid volatile market cycles.Read more
956
users have viewed this narrative0users have liked this narrative
1users have commented on this narrative
20users have followed this narrative
AN
US$214.08
100.0% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
19.23% p.a.
Profit Margin
32.32%
Future PE
14.32x
Price in 2029
US$288.65
MU: Future U.S. Production And AI Infrastructure Will Shape Memory Cycle Dynamics
Key Takeaways Surging demand for advanced memory in AI and data centers is driving pricing power, revenue growth, and a shift toward higher-margin products. Strategic investments and a focus on high-value markets are expanding margins and supporting sustainable shareholder returns.Read more
4.3k
users have viewed this narrative11users have liked this narrative
0users have commented on this narrative
517users have followed this narrative
AN
US$365.22
17.2% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
30.15% p.a.
Profit Margin
43.12%
Future PE
14.13x
Price in 2029
US$494.25
Accelerating AI And IoT Trends Will Expand Memory Demand
Key Takeaways Micron's leadership in premium memory technologies and AI-driven markets is set to drive outsized revenue and margin expansion, outpacing mainstream industry views. Diversified demand across AI, industrial, and automotive sectors, plus strong operational execution and manufacturing investments, will lower cyclicality and enhance long-term growth resilience.Read more
135
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
23users have followed this narrative
AN
US$195.67
118.8% overvalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
19.43% p.a.
Profit Margin
28.59%
Future PE
18.39x
Price in 2028
US$263.17
Trending Discussion
Recently Updated Narratives
BL
Micron in Supercycle Mode… With One Big Risk: is Cyclicality Dead?
Fair Value: US$507.88 15.7% undervalued intrinsic discount
76 followersusers have followed this narrative
7 commentsusers have commented on this narrative
0 likesusers have liked this narrative
UN
Micron (MU): The HBM3E Monopoly & The "Golden Era"
Fair Value: US$512.4 16.4% undervalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
EV
Despite 250% Surge, I'll Start Investing in Micron for Its PE of 29x
Fair Value: US$403.64 6.1% overvalued intrinsic discount
3 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Micron Technology, Inc. Key Details
Last Reported Earnings
Nov 27, 2025
Next Reporting Earnings
n/a
- 10.58
- 45.31%
- 28.15%
- 15.0%
About MU
- Founded
- 1978
- Employees
- 53000
- CEO
- WebsiteView website
Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally. It operates through the Cloud Memory Business Unit; Core Data Center Business Unit; Mobile and Client Business Unit; and Automotive and Embedded Business Unit segments. The company provides memory products, including dynamic random access memory components and modules, CXL-based memory, LPDDR components and modules, graphics memory, high-bandwidth memory, and data center memory products; multichip packages (MCP) comprising embedded multimedia card-based, universal flash storage-based, and NAND-based MCPs; and technology leadership products that include 1y DRAM and G9 NAND technologies. It also offers storage products, such as data center solid-state drives (SSD), client SSD storage, and auto and industrial SSD storage; managed NAND; NAND flash; NOR flash; and memory cards. In addition, the company provides design tools, including FBGA and part decoders; DRAM power calculators; NAND power calculators; simulation models; chipset compatibility guides; serial presence-detection tools; cross-reference tools; UFSparm; SSD firmware; software and drivers; storage executive software; and obsolete part catalogs. It markets its semiconductor memory and storage products under the Micron and Crucial brands. The company serves the data center, PC, graphics, networking, automotive, industrial, and consumer embedded markets, as well as the smartphone and other mobile-device markets. It sells its products through its direct sales force, independent sales representatives, distributors, and retailers; web-based customer direct sales channel; and channel and distribution partners. Micron Technology, Inc. was founded in 1978 and is headquartered in Boise, Idaho.
