Micron Technology, Inc.

NasdaqGS:MU Stok Raporu

Piyasa değeri: US$1.0t

Micron Technology Gelecekteki Büyüme

Future kriter kontrolleri 6/6

Micron Technology kazanç ve gelirin sırasıyla yıllık 33.5% ve 30.8% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 36.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 53% olacağı tahmin edilmektedir.

Anahtar bilgiler

33.5%

Kazanç büyüme oranı

36.68%

EPS büyüme oranı

Semiconductor kazanç büyümesi28.6%
Gelir büyüme oranı30.8%
Gelecekteki özkaynak getirisi53.05%
Analist kapsamı

Good

Son güncelleme10 Aug 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • Aug 12

MU: AI Memory Boom Will Eventually Confront Contract And Supply Saturation Risk

Micron Technology's analyst price target has been reset higher from about $692 to roughly $763 as analysts weigh firmer long term customer agreements, AI led memory demand, and tighter DRAM and NAND supply against updated market multiples and legal overhangs tied to ongoing patent disputes. Analyst Commentary Recent research on Micron Technology shows a strong focus on how AI related memory demand, tighter DRAM and NAND supply, and long term customer agreements are reshaping the company’s risk and reward profile.
Seeking Alpha • Aug 10

Micron Could Reclaim Its Previous Highs

Summary I believe Micron Technology, Inc. remains a Buy with ~47% 12-month upside, driven by robust demand and favorable multi-year customer agreements. MU's Q3 2026 saw $41.46B revenue (+74% YoY), 84.9% gross margin, and $25.11 EPS (+13x YoY), significantly beating consensus. Strategic Customer Agreements secure ~20% of 2030 DRAM and 1/3 of NAND volumes at solid margins, flattening cyclicality risk. Key MU stock catalysts include rapid HBM4 ramp, agentic AI adoption, and potential for upward EPS revisions; valuation remains attractive at 5.66x FY2027 earnings. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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%.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.
Yeni Anlatı • 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.
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:MU - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
8/31/2028265,154184,494146,841196,56128
8/31/2027239,844162,061123,760166,90142
8/31/2026129,74282,63049,55376,88439
5/28/202690,27450,46926,17251,432N/A
2/26/202658,11924,11110,28130,653N/A
11/27/202542,31211,9094,65222,692N/A
8/28/202537,3788,5391,66817,525N/A
5/29/202533,8136,2251,88115,200N/A
2/27/202531,3234,67260613,073N/A
11/28/202429,0943,88255410,350N/A
8/29/202425,1117781218,507N/A
5/30/202421,371-1,539-1,3765,351N/A
2/29/202418,312-3,767-3,3092,893N/A
11/30/202316,181-6,872-5,0062,017N/A
8/31/202315,540-5,833-6,1171,559N/A
6/1/202318,173-2,911-4,7415,087N/A
3/2/202323,0631,611-1,9448,901N/A
12/1/202227,1566,18693512,186N/A
9/1/202230,7588,6873,11415,181N/A
6/2/202232,3899,9154,81915,288N/A
3/3/202231,1699,0244,86015,010N/A
12/2/202129,6197,3643,88214,439N/A
9/2/202127,7055,8612,43812,468N/A
6/3/202125,4874,12956010,855N/A
3/4/202123,5033,197-6629,318N/A
12/3/202022,0642,999-7568,262N/A
9/3/202021,4352,687838,306N/A
5/28/202020,2492,2602978,268N/A
2/27/202019,5992,297N/A8,956N/A
11/28/201920,6373,511N/A10,390N/A
8/29/201923,4066,313N/A13,189N/A
5/30/201926,97610,077N/A16,111N/A
2/28/201929,98513,060N/A17,661N/A
11/29/201831,50114,750N/A18,574N/A
8/30/201830,39114,135N/A17,400N/A
5/31/201828,08912,178N/A15,448N/A
3/1/201825,85810,002N/A13,594N/A
11/30/201723,1557,587N/A10,651N/A
8/31/201720,3225,089N/A8,153N/A
6/1/201717,4012,551N/A5,846N/A
3/2/201714,733689N/A3,828N/A
12/1/201613,019-302N/A3,186N/A
9/1/201612,399-276N/A3,168N/A
6/2/201612,782365N/A3,302N/A
3/3/201613,7371,071N/A4,248N/A
12/3/201514,9692,102N/A4,736N/A
9/3/201516,1922,899N/A5,208N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: MU 'nin tahmini kazanç büyümesi (yıllık 33.5% ) tasarruf oranının ( 3.7% ) üzerindedir.

Kazançlar ve Piyasa: MU şirketinin kazançlarının (yıllık 33.5% ) US pazarından (yıllık 17.2% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: MU şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: MU şirketinin gelirinin (yıllık 30.8% ) US pazarından (yıllık 13% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: MU şirketinin gelirinin (yıllık 30.8% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: MU 'nin Özsermaye Getirisi'nin 3 yıl içinde çok yüksek olması tahmin ediliyor ( 53 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/13 10:16
Gün Sonu Hisse Fiyatı2026/08/13 00:00
Kazançlar2026/05/28
Yıllık Kazançlar2025/08/28

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Micron Technology, Inc. 72 Bu analistlerden 42, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Warren LauAletheia Analyst Network Limited
Nam Hyung KimArete Research Services LLP
James FontanelliArete Research Services LLP