Ticker: MU

Micron

Semiconductors Technology Semiconductors

Price 795.23

Reco Sell Potential 40 Risk 70 Updated 2026-11-04

Official website

Forecast impact

neutral

Target +277.3% target fill 26.5%

Reaction D5 -5.52% · D10 -14.15%

Impact Potential 0 · Risk 0 valid until 2026-11-06

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

Micron Technology is a leading manufacturer of memory and storage solutions, specializing in DRAM and NAND flash memory products. Its core offerings include dynamic random-access memory (DRAM) for computing and mobile devices, as well as NAND flash memory for data storage applications. The company operates primarily in the semiconductor segment, serving various industries such as computing, automotive, and mobile. Major revenue sources stem from sales of memory chips and storage solutions to original equipment manufacturers (OEMs) and data center operators.

Investment Profile

Micron Technology presents a neutral investment profile, appealing to a range of investors. Its growth potential is supported by increasing demand for memory solutions in various sectors, while the low dividend yield suggests limited appeal for income-focused investors. The stock may attract value investors due to its market position and revenue growth, but volatility indicates a balanced approach may be prudent for risk management.

Category: Semiconductors Sector: Technology Industry: Semiconductors Investment style: Growth Horizon: Medium-term Company type: Market Leader Experience: Basic

Fundamental metrics (experimental) Updated: 2026-10-31

EPS (TTM) — earnings per share for the last 12 months, $: 75.31
Revenue QoQ — quarter-over-quarter revenue growth: 30.8%
EPS surprise: 5.2%
20d volatility: 3.5%
Dividend yield: 0.1%
last ex-date: 2026-10-14

AI recommendation changes

Date	Before	After	Reason
2026-10-31	Buy	Sell	Weak momentum and high risk overshadow potential upside.
2026-10-29	Hold	Buy	Strong earnings growth supports bullish momentum.
2026-10-27	Sell	Hold	Weak momentum and high risk offset positive fundamentals.
2026-10-15	Hold	Sell	Weak momentum and high risk overshadow potential upside.
2026-10-13	Buy	Hold	Strong revenue growth, but high volatility and risk.
2026-09-21	Hold	Buy	Strong fundamentals and positive momentum support growth outlook.
2026-09-14	Buy	Hold	Strong fundamentals, but mixed momentum signals present risks.
2026-09-05	Hold	Buy	Strong earnings growth and positive momentum signals.
2026-08-25	Buy	Hold	Strong fundamentals but high volatility and risk present.
2026-08-23	Hold	Buy	Strong growth but mixed momentum signals present risks.
2026-08-15	Buy	Hold	Strong earnings growth and positive momentum support investment.
2026-08-06	Hold	Buy	Strong earnings growth supports bullish momentum.
2026-08-02	Buy	Hold	High volatility and recent performance raise concerns.
2026-07-31	Hold	Buy	Strong earnings growth and positive momentum signals.
2026-07-17	Buy	Hold	Weak momentum and high risk; cautious approach advised.
2026-07-15	Hold	Buy	Strong earnings growth and positive momentum indicators.
2026-07-02	Buy	Hold	Strong fundamentals but high volatility and risk present.
2026-06-05	Hold	Buy	Strong growth but recent volatility raises concerns.
2026-05-28	Buy	Hold	Strong momentum and fundamentals support bullish outlook.
2026-05-20	Hold	Buy	Strong EPS growth and positive momentum signals.
2026-05-08	—	Hold	Strong growth and positive momentum support bullish outlook.
2026-05-08	Hold	Hold	Компания демонстрирует сильный рост выручки и значительное увеличение цены акций за последние месяцы, что указывает на позитивные перспективы. Однако высокая волатильность и риск снижения в краткосрочной перспективе треб
2026-04-29	Buy	Hold	Компания Micron Technology демонстрирует сильный рост выручки и прибыли, что указывает на высокий потенциал для дальнейшего роста. Несмотря на недавнее снижение цены, долгосрочные показатели и высокая динамика делают её
2026-04-21	Hold	Buy	Компания Micron показывает сильный рост выручки и прибыли, что свидетельствует о высоком потенциале. Несмотря на небольшие колебания цен, долгосрочные тренды указывают на устойчивый рост.
2026-04-11	Buy	Hold	Компания Micron Technology демонстрирует сильный рост выручки и положительные показатели по прибыли, что указывает на высокую потенциальную доходность. Низкий риск обусловлен стабильным спросом на полупроводники и позити
2026-04-03	Hold	Buy	Компания Micron Technology демонстрирует сильный рост выручки и положительные показатели EPS, что указывает на хорошие перспективы. Несмотря на недавние колебания цен, долгосрочные тренды остаются позитивными.
2026-03-24	Buy	Hold	Компания показывает сильный рост в долгосрочной перспективе, однако недавние колебания цен и высокая волатильность могут указывать на краткосрочные риски.
2026-03-15	Hold	Buy	Компания Micron Technology демонстрирует сильный рост выручки и прибыли, что указывает на позитивные перспективы. Высокие темпы роста за последние месяцы также подтверждают привлекательность акций для инвесторов.
2026-03-07	Buy	Hold	Компания показывает сильный рост за последние 120 дней, но недавнее снижение цены может указывать на краткосрочные риски. Рекомендуется удерживать акции до более ясной картины.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-10-07	D.A. Davidson	Target Raised	2100 → 3000	1045.56
2026-10-02	CLSA	Update	— → 1700	1097.39
2026-10-01	D.A. Davidson	Target Raised	2000 → 2100	1032.47
2026-10-01	Goldman Sachs	Update	— → 1250	1065.11
2026-10-01	William Blair	Update	— → 1300	1065.11
2026-10-01	Mizuho Securities	Target Raised	— → 1400	1065.11
2026-09-30	Wolfe Research	Update	— → 1300	1069.37
2026-09-28	Robert W. Baird	Target Raised	— → 1520	1082.28
2026-09-23	Wells Fargo	Target Lowered	— → 1400	1096.16
2026-08-25	Mizuho Securities	Target Lowered	1375 → 1300	910.43
2026-08-20	BMO Capital	Update	— → 1300	974.33
2026-08-14	New Street	Rating Upgraded	— → 1250	979.87
2026-07-14	KeyBanc	Target Raised	1600 → 1750	937
2026-06-29	Cantor Fitzgerald	Target Raised	1500 → 2000	1132.33
2026-06-25	Deutsche Bank	Target Raised	1500 → 1550	1183.60498
2026-06-25	Wedbush	Target Raised	1300 → 1400	1149.04004
2026-06-25	D.A. Davidson	Target Raised	— → 2000	1155.525
2026-06-25	Mizuho Securities	Target Raised	1150 → 1375	1048.51
2026-06-25	Barclays	Target Raised	1175 → 2000	1048.51
2026-06-25	Needham	Target Raised	— → 1650	1048.51
2026-06-25	Melius Research	Target Raised	1100 → 2200	1048.51
2026-06-25	UBS	Target Raised	550 → 1540	1048.51
2026-06-25	Robert W. Baird	Target Raised	550 → 1280	1048.51
2026-06-25	Wells Fargo	Target Raised	1220 → 1525	1048.51
2026-06-22	Needham	Target Raised	— → 1550	1133.99
2026-06-22	Bernstein	Target Raised	— → 1300	1133.99
2026-06-18	Wedbush	Target Raised	550 → 1300	1043.19
2026-06-18	Rosenblatt Securities	Target Raised	— → 1200	1043.19
2026-06-18	Stifel Nicolaus	Target Raised	— → 1500	1043.19
2026-06-17	Deutsche Bank	Target Raised	1000 → 1500	1024.54
2026-06-15	RBC Capital	Target Raised	— → 1200	981.61
2026-06-11	Wolfe Research	Target Raised	— → 1250	891.88
2026-06-10	Daiwa	Target Raised	700 → 1600	891.88
2026-06-09	Goldman Sachs	Target Raised	400 → 900	935.89
2026-06-08	Cantor Fitzgerald	Target Raised	700 → 1500	926.6501
2026-06-08	Wells Fargo	Target Raised	550 → 1220	864.01
2026-06-03	Morgan Stanley	Target Raised	520 → 1050	1052.45
2026-06-01	Raymond James	Target Raised	530 → 1100	971
2026-05-28	D.A. Davidson	Target Raised	1000 → 1500	928.41
2026-05-27	Mizuho Securities	Target Raised	— → 1150	928.41
2026-05-27	Barclays	Target Raised	— → 1175	895.88
2026-05-26	UBS	Target Raised	— → 1625	751
2026-05-19	Mizuho Securities	Target Raised	740 → 800	681.54
2026-05-18	Melius Research	Target Raised	700 → 1100	670.43
2026-05-06	Mizuho Securities	Target Raised	545 → 740	640.2
2026-04-28	D.A. Davidson	Update	— → 1000	524.56
2026-03-13	Wedbush	Target Raised	— → 500	405.35
2026-03-12	Wells Fargo	Target Raised	— → 470	418.69

News Page 4 of 21

Analysts Bank of America reiterates Micron (MU) as Buy, Goldman Sachs upgrades TC Energy (TRP) to Buy

10/01/2026, 05:38 AM investing review Analysts: analysts, Bank of America, Goldman Sachs BJ's Restaurants Micron Meta Platforms Amazon Exxon Mobil BP TC Energy Occidental Petroleum Dollar Tree

Recent analyst upgrades and initiations across various sectors highlight potential investment opportunities, particularly in technology and energy, as firms respond to market dynamics and company performance.

Analysts Deutsche Bank maintain Buy rating on Micron Technology (MU) with a $1,550 price target, expecting nearly 46% upside

10/01/2026, 05:38 AM investing rating_growth Analysts: analysts, Deutsche Bank ai semiconductors Micron

Micron Technology's strong quarterly earnings and optimistic forecasts have analysts bullish on the stock, despite minimal movement in share prices post-report. The company's performance is bolstered by a significant demand for memory chips driven by artificial intelligence advancements.

Stocks to Watch: Alphabet, Accenture, Rocket Lab, Micron, and More Show Significant Premarket Movements

10/01/2026, 05:38 AM business review Micron Alphabet Accenture McCormick Dollar Tree Nu Holdings Rocket Lab

Several companies are experiencing significant premarket trading movements, with Alphabet and Accenture showing notable gains due to strong performance and new product announcements, which could influence investor sentiment in the tech and services sectors.

Analysts Goldman Sachs expect upside for Goldman Sachs (GS) as shares rise over 300% since CEO David Solomon took charge

09/29/2026, 04:37 PM investing forecast Analysts: analysts, Goldman Sachs finance Cal-Maine Foods Micron Meta Platforms SpaceX Nvidia Alphabet Conagra Brands Tesla

Recent market pressures are evident as Treasury yields reach multi-year highs, impacting major stocks and prompting investor attention on upcoming economic data and earnings reports.

Analysts highlight Micron Technology (MU) and Nike (NKE) ahead of earnings reports

09/29/2026, 02:37 PM investing review Analysts: analysts Micron Nike

Micron is experiencing significant momentum ahead of its earnings report, having risen 270% year-to-date, while Nike is showing signs of potential recovery despite a prolonged downtrend. Both companies are at critical technical levels that could influence their stock performance post-earnings.

Micron Technology (MU) Earnings Report to Assess Sustainability of High Margins Amid AI Demand

09/29/2026, 08:37 AM investing forecast ai semiconductors Micron

Micron Technology's upcoming fiscal fourth-quarter earnings report is crucial for understanding the sustainability of its high profit margins amid rising demand for memory products driven by artificial intelligence. Investors are particularly focused on management's insights regarding future pricing, margins, and strategic customer agreements.

Nvidia Introduces AI Safeguards Amid Industry Shift Towards Risk Aversion

09/28/2026, 06:37 PM review ai software Micron Advanced Micro Devices Nvidia

Recent developments in the artificial intelligence sector indicate a shift towards prioritizing safety and risk management over rapid advancement, as major companies implement new safeguards and reconsider model releases.

Analysts expect Micron Technologies (MU) to report strong earnings amid significant growth in AI infrastructure

09/28/2026, 11:38 AM business forecast Analysts: analysts ai semiconductors Micron

Micron Technologies is set to report its earnings this week, with expectations of significant growth, raising questions about the sustainability of its rapid expansion. Investors are closely watching the potential market impact of the company's performance amid high valuations and historical profitability concerns.

Analysts JPMorgan reiterate Apple (AAPL) as overweight, citing healthy iPhone lead times

09/28/2026, 05:38 AM investing recommendation Analysts: analysts, JPMorgan consumer Park Hotels Micron Royal Caribbean Roblox Tesla First Solar Apple

Recent analyst calls highlight significant upgrades and downgrades across various sectors, indicating shifting market sentiments and potential investment opportunities for investors.

Analysts Baird raised Micron Technology (MU) target price to $1,520 on strong demand for agentic AI, signaling upside +40%

09/28/2026, 03:37 AM investing rating_growth Analysts: analysts, Baird ai semiconductors Micron

Baird's optimistic outlook on Micron Technology, driven by increasing demand for agentic artificial intelligence, suggests significant potential for the company's stock to rise by 40% from its current price.