DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Semiconductors
Author Program NEWCreate Narrative
MU logo

Micron Technology, Inc. Stock Price

NasdaqGS:MU Community·US$1.1t Market Cap
  • 14 Narratives written by author
  • 15 Comments on narratives written by author
  • 2107 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

MU Share Price Performance

US$1,027.77
887.77 (634.12%)
​
US$1,250.00
Fair Value
US$1,027.77
887.77 (634.12%)
17.8% undervalued intrinsic discount
US$1,250.00
Fair Value
Price US$1,027.77
HedgeY US$1,250.00
AnalystConsensusTarget US$1,507.38
Pure_Research US$2,018.05
Thu, 13 Aug 26
Fair ValueUS$1,250.00
Share Pricen/a

MU Community Narratives

HE
HedgeY
HedgeY's
Fair Value
·
Fair Value US$1.25k 17.8% undervalued intrinsic discount

Micron - The Memory Bottleneck Behind the AI Supercycle

18users have liked this narrative
1users have commented on this narrative
71users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$1.51k 31.8% undervalued intrinsic discount

MU: Future U.S. Production And AI Infrastructure Will Shape Memory Cycle Dynamics

15users have liked this narrative
2users have commented on this narrative
694users have followed this narrative
PU
Pure_Research
Pure_Research's
Fair Value
·
Fair Value US$2.02k 49.1% undervalued intrinsic discount

Strategic and Financial Blueprint of Micron Technology: Resolving the Memory Wall in the Gen-AI Era

5users have liked this narrative
0users have commented on this narrative
143users have followed this narrative
MU logo
Micron Technology
48.2% undervalued intrinsic discount

Micron’s AI Crown Sits on a Cycle That Hasn’t Changed

View narrative
ED
Edward_Sterling
Published 4 Jun
Read Narrative
MU logo
Micron Technology
49.1% undervalued intrinsic discount

Strategic and Financial Blueprint of Micron Technology: Resolving the Memory Wall in the Gen-AI Era

View narrative
PU
Pure_Research
Pure_Research
Published 17 Jun
Read Narrative
MU logo
Micron Technology
17.7% undervalued intrinsic discount

Micron Technology (MU): Riding the AI Supercycle to a $100B+ Revenue Horizon and Historic 40%+ Net Profit Margins

View narrative
DC
DCA_rules
Published 2 Jun
Read Narrative
MU logo
Micron Technology
45.6% undervalued intrinsic discount

Expect Micron Technology's Valuation to Hit 1890.54 Next Year

View narrative
CH
chris_packerfan
Published 16 Jul
Read Narrative
MU logo
Micron Technology
17.8% undervalued intrinsic discount

Micron - The Memory Bottleneck Behind the AI Supercycle

View narrative
HE
HedgeY
Emerging Author
HedgeY
Published 13 Aug
Read Narrative
MU logo
Micron Technology
86.9% overvalued intrinsic discount

Micron Technology will experience a robust 16.5% revenue growth

View narrative
BO
BonSquid88
Updated 18 Mar
Read Narrative
MU logo
Micron Technology
154.6% overvalued intrinsic discount

Despite 250% Surge, I'll Start Investing in Micron for Its PE of 29x

View narrative
EV
EvaGreen
EvaGreen
Published 10 Jan
Read Narrative
MU logo
Micron Technology
727.5% overvalued intrinsic discount

Position to be managed in the supercycle of memory but too expensive for long-term hold

View narrative
OO
OOO97
Published 10 Mar
Read Narrative
MU logo
Micron Technology
30.6% undervalued intrinsic discount

Micron's New Supercycle: Riding the High-Bandwidth Memory Wave

View narrative
BL
BlackGoat
Recommended Voice
BlackGoat
Updated 21 Jul
Read Narrative
Load more narratives

Trending Discussion

JO
MU logo

I agree on MU being undervalued just on its stellar PE and profit margins compared to nearly any other company. Wonder what’d happen if data center size does shrink by 82% though!

1
|
0
NY
MU logo

For its fourth quarter in fiscal year 2026, revenue is forecast to jump 348.8% year-over-year to $50.78 billion. Earnings are expected to surge 932.3% year-over-year to $31.28 per share. Earnings estimates have been revised 38% higher in the past three months, which bodes well for another quarterly earnings surprise.UBS adjusted its Micron EPS estimates to $74.13 for 2026, $184.89 for 2027 and $265.65 for 2028.At the current EPS of ~20, these numbers equate to $1,483 in 2026, $3,698 in 2027 and $5,313 in 2028.You need to adjust your cyclical mentality.

0
|
0
BA
BamaGator
MU logo

Give me more confidence in making a decision based on the extensive researcher team is done. I think it’s awesome.

0
|
0

Recently Updated Narratives

HE
HedgeY
MU logo

Micron - The Memory Bottleneck Behind the AI Supercycle

Fair Value: US$1.25k 17.8% undervalued intrinsic discount
71 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
BL
BlackGoat
MU logo

Micron's New Supercycle: Riding the High-Bandwidth Memory Wave

Fair Value: US$1.48k 30.6% undervalued intrinsic discount
114 fair values setusers have set this as their fair value
8 commentsusers have commented on this narrative
0 likesusers have liked this narrative
CH
MU logo

Expect Micron Technology's Valuation to Hit 1890.54 Next Year

Fair Value: US$1.89k 45.6% undervalued intrinsic discount
23 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

3 Risks
4 Rewards
View Full Analysis

Micron Technology, Inc. Key Details

US$90.3b

Revenue

US$24.8b

Cost of Revenue

US$65.5b

Gross Profit

US$15.0b

Other Expenses

US$50.5b

Earnings

Last Reported Earnings
May 28, 2026
Next Reporting Earnings
Sep 30, 2026
44.69
72.57%
55.91%
3.0%
View Full Analysis

About MU

Founded
1978
Employees
53000
CEO
Sanjay Mehrotra
WebsiteView website
www.micron.com

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.

Recent MU News & Updates

Seeking Alpha • Sep 08

Micron: My Target Was Hit, And One Question Is Still Open

Summary Micron Technology, Inc. is downgraded from Buy to Hold after a 23% rally, as its valuation gap has closed. Key risk centers on the composition of $100B in long-term contracts—uncertainty remains whether these are heavily weighted to commoditized DRAM/NAND or high-margin HBM. Strong collateral ($22B in commitments) makes contract enforcement credible, but upside is capped and terminal value is less certain due to emerging Chinese competition. Next catalyst is the September 30 report; clarity on HBM exposure and customer deposits could justify a higher fair value. Read the full article on Seeking Alpha

Recent updates

No updates

Micron Technology, Inc. Competitors

NVDA logo

NVIDIA

Symbol: NasdaqGS:NVDA
Market cap: US$5.5t
AVGO logo

Broadcom

Symbol: NasdaqGS:AVGO
Market cap: US$1.8t
AMD logo

Advanced Micro Devices

Symbol: NasdaqGS:AMD
Market cap: US$850.7b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide