Micron Technology, Inc. remains a Strong Buy, with supply chain constraints and AI-driven demand fueling record revenue and margin expansion. Q1 revenues surged 56.7% year-on-year to $13.6B, with gross margins up 170 bps and operating income up 168.2%. MU guides for Q2 sales of $18.7B and EPS of $8.22–$8.62, supported by locked-in HBM pricing and improved node efficiencies.
Micron Technology, Inc. is positioned to benefit from the AI supercycle and U.S. digital infrastructure expansion, with a Buy rating justified by robust demand and strategic investments. MU's $200 billion U.S. factory expansion aims for a 40% domestic memory share. Micron's financial profile is improving every quarter and demonstrates incredible potential for further growth.
Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology, Inc. MU outperformed Wall Street's darling NVIDIA Corporation NVDA last year (+239.1% vs +38.8%). Can Micron repeat the feat, or will this year see NVIDIA having the upper hand?
The S&P 500 is expected to head higher in 2026, and these two names can benefit from the broader market's rally. These companies see solid growth in revenue and earnings thanks to favorable end-market dynamics.
AI-driven demand is fueling outsized gains in memory, storage, and power infrastructure stocks, with SNDK up 71% in a month and MU up 230% in 2025. Geopolitical events, notably US action in Venezuela, boosted oil and defense stocks, but pressured Canadian oil sands due to heavy crude competition.
Mizuho analyst Vijay Rakesh just raised his price target on Micron. Micron generates a lot less cash than its earnings suggest.
Most AI stocks were down in December, but the wind shifted in January.
Micron is a leading maker of computer memory products that are vital to the efficient operation of AI data center servers. Its revenue, net income, and free cash flow are growing at incredible rates due to a shortage in computer memory.
Semiconductor sales hit a record in November, with NVDA, MU, CRDO and ASYS set to gain from booming AI demand.
Global chip sales hit record high in Nov 2025, up 29.8% YOY to $75.3B. Analysts project $1T year in chip sales.
Micron is set to be a huge beneficiary from a shortage in memory. Broadcom has a colossal opportunity with custom AI chips.
MU is riding on an AI-fueled DRAM boom as higher memory content, pricing gains and tight supply drive revenue growth.
Micron Technology (MU, Financials) Chief Accounting Officer Allen Scott R. sold 2,000 shares of common stock on Jan. 6 for $337.50 per share, totaling $675,000,
After years of being one of the most volatile entities in semiconductors, Micron is poised to enter 2026 at a significant turning point. The company is shifting its competition away from primarily commodity DRAM pricing and is moving towards high-demand, valuable memory that is essential for AI infrastructure.
Clear Harbor Asset Management LLC lessened its position in shares of Micron Technology, Inc. (NASDAQ: MU) by 10.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 17,347 shares of the semiconductor manufacturer's stock after selling 2,024 shares during the
Ferguson Wellman Capital Management Inc. boosted its stake in shares of Micron Technology, Inc. (NASDAQ: MU) by 5.5% during the undefined quarter, according to its most recent 13F filing with the SEC. The firm owned 150,593 shares of the semiconductor manufacturer's stock after buying an additional 7,881 shares during the period. Ferguson Wellman
Ethos Financial Group LLC bought a new position in Micron Technology, Inc. (NASDAQ: MU) in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 2,789 shares of the semiconductor manufacturer's stock, valued at approximately $467,000. A number of other institutional
Tech stocks led the S&P 500 last year and made up most of its biggest winners. Memory-chip maker Micron looks poised to soar again.
When it comes to outperformance, several factors, including robust sales growth, margin expansion, innovation, and favorable earnings estimate revisions, are all contributing factors.
Alphabet, with a valuation of over $1 trillion, is a deep-pocketed leader in AI development. Micron Technology is one of only three manufacturers of AI-crucial memory chips.