Micron Technology, Inc.

NasdaqGS:MU Aktierapport

Börsvärde: US$751.7b

Micron Technology Utdelningar och återköp

Utdelning kriterier kontrolleras 0/6

Micron Technology är ett utdelningsbetalande företag med en aktuell avkastning på 0.093%.

Viktig information

0.09%

Avkastning på utdelning

0.1%

Återköpsavkastning

Total avkastning till aktieägarna0.2%
Framtida utdelningsavkastning0.1%
Utdelningstillväxt17.3%
Nästa utbetalningsdag för utdelningn/a
Ex utdelningsdagn/a
Utdelning per aktien/a
Utdelningsandel2%

Senaste utdelnings- och återköpsuppdateringar

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
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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...
Analysuppdatering 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.
Analysuppdatering 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.
Ny analys 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.
Analysuppdatering 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.
Analysuppdatering 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.
Ny analys 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysuppdatering 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: MU betalar ingen anmärkningsvärd utdelning för US marknaden, därför behöver du inte kontrollera om betalningarna är stabila.

Växande utdelning: MU betalar ingen anmärkningsvärd utdelning för US marknaden, därför behöver du inte kontrollera om betalningarna ökar.


Utdelningsavkastning jämfört med marknaden

Micron Technology Utdelningsavkastning jämfört med marknaden
Hur är MU:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (MU)0.09%
Marknadens lägsta 25% (US)1.4%
Marknad Topp 25% (US)4.2%
Genomsnitt för branschen (Semiconductor)0.3%
Prognosanalytiker (MU) (upp till 3 år)0.1%

Anmärkningsvärd utdelning: MU s utdelning ( 0.093% ) är inte märkbar jämfört med de lägsta 25 % av utdelningsbetalarna på US marknaden ( 1.39% ).

Hög utdelning: MU s utdelning ( 0.093% ) är låg jämfört med de översta 25 % av utdelningsbetalarna på US marknaden ( 4.21% ).


Vinstutdelning till aktieägarna

Resultattäckning: MU betalar ingen anmärkningsvärd utdelning för US marknaden.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: MU betalar ingen anmärkningsvärd utdelning för US marknaden.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/07 10:35
Aktiekurs vid dagens slut2026/05/07 00:00
Intäkter2026/02/26
Årlig intjäning2025/08/28

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Micron Technology, Inc. bevakas av 73 analytiker. 39 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Warren LauAletheia Analyst Network Limited
Brett SimpsonArete Research Services LLP
James FontanelliArete Research Services LLP