Simbolo: MU

Micron

Semiconduttori Tecnologia Semiconduttori

Prezzo 877.57

Racc. Compra Potenziale 77 Rischio 50 Aggiornato 2026-08-08

Sito ufficiale

Impatto della previsione

positivo

Target +99.4% raggiungimento target 50.1%

Reazione D5 -8.26% · D10 0.00% fiducia mercato

Impatto Potenziale +3 · Rischio -1 valido fino a 2026-08-13

Traccia in portafoglio

Grafico prezzo

Raccomandazione AI Previsione analista Evento calendario Segnale positivo Segnale negativo Neutrale / aggiornamento Mantieni / informativo B Il mio acquisto S La mia vendita

Descrizione

Società e modello di business

Micron Technology è un produttore leader di soluzioni di memoria e archiviazione, specializzato in prodotti di memoria DRAM e NAND flash. Le sue offerte principali includono memoria ad accesso casuale dinamica (DRAM) per dispositivi informatici e mobili, oltre a memoria NAND flash per applicazioni di archiviazione dei dati. L'azienda opera principalmente nel segmento dei semiconduttori, servendo vari settori come l'informatica, l'automotive e il mobile. Le principali fonti di entrate derivano dalla vendita di chip di memoria e soluzioni di archiviazione a produttori di apparecchiature originali (OEM) e operatori di data center.

Profilo di investimento

Micron Technology presenta un profilo di investimento neutro, attraente per una gamma di investitori. Il suo potenziale di crescita è supportato dalla crescente domanda di soluzioni di memoria in vari settori, mentre il basso rendimento da dividendi suggerisce un'attrattiva limitata per gli investitori orientati al reddito. L'azione potrebbe attrarre investitori di valore grazie alla sua posizione di mercato e alla crescita dei ricavi, ma la volatilità indica che un approccio equilibrato potrebbe essere prudente per la gestione del rischio.

Categoria: Semiconduttori Settore: Tecnologia Industria: Semiconduttori Stile di investimento: Crescita Orizzonte: Medio termine Tipo di società: Leader di mercato Esperienza: Base

Metriche fondamentali (sperimentale) Aggiornato: 2026-08-04

EPS (TTM) — utile per azione degli ultimi 12 mesi, $: 44.81
Ricavi QoQ — crescita dei ricavi trimestre su trimestre: 73.7%
Sorpresa EPS: 19.7%
Volatilità 20g: 6.7%
Rendimento dividendo: 0.1%
ultima data ex-dividendo: 2026-07-06

Cambiamenti di raccomandazione AI

Data	Prima	Dopo	Motivo
2026-08-06	Mantieni	Compra	Strong earnings growth supports bullish momentum.
2026-08-02	Compra	Mantieni	High volatility and recent performance raise concerns.
2026-07-31	Mantieni	Compra	Strong earnings growth and positive momentum signals.
2026-07-17	Compra	Mantieni	Weak momentum and high risk; cautious approach advised.
2026-07-15	Mantieni	Compra	Strong earnings growth and positive momentum indicators.
2026-07-02	Compra	Mantieni	Strong fundamentals but high volatility and risk present.
2026-06-05	Mantieni	Compra	Strong growth but recent volatility raises concerns.
2026-05-28	Compra	Mantieni	Strong momentum and fundamentals support bullish outlook.
2026-05-20	Mantieni	Compra	Strong EPS growth and positive momentum signals.
2026-05-08	—	Mantieni	Strong growth and positive momentum support bullish outlook.
2026-05-08	Mantieni	Mantieni	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	Compra	Mantieni	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	Mantieni	Compra	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	Compra	Mantieni	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	Mantieni	Compra	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	Compra	Mantieni	Компания показывает сильный рост в долгосрочной перспективе, однако недавние колебания цен и высокая волатильность могут указывать на краткосрочные риски.
2026-03-15	Mantieni	Compra	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	Compra	Mantieni	Компания показывает сильный рост за последние 120 дней, но недавнее снижение цены может указывать на краткосрочные риски. Рекомендуется удерживать акции до более ясной картины.

Previsioni analisti

Data	Analista	Action	Target	Prezzo allora
2026-07-14	KeyBanc	Target alzato	1600 → 1750	937
2026-06-29	Cantor Fitzgerald	Target alzato	1500 → 2000	1132.33
2026-06-25	Deutsche Bank	Target alzato	1500 → 1550	1183.60498
2026-06-25	Wedbush	Target alzato	1300 → 1400	1149.04004
2026-06-25	D.A. Davidson	Target alzato	— → 2000	1155.525
2026-06-25	Mizuho Securities	Target alzato	1150 → 1375	1048.51
2026-06-25	Barclays	Target alzato	1175 → 2000	1048.51
2026-06-25	Needham	Target alzato	— → 1650	1048.51
2026-06-25	Melius Research	Target alzato	1100 → 2200	1048.51
2026-06-25	UBS	Target alzato	550 → 1540	1048.51
2026-06-25	Robert W. Baird	Target alzato	550 → 1280	1048.51
2026-06-25	Wells Fargo	Target alzato	1220 → 1525	1048.51
2026-06-22	Needham	Target alzato	— → 1550	1133.99
2026-06-22	Bernstein	Target alzato	— → 1300	1133.99
2026-06-18	Wedbush	Target alzato	550 → 1300	1043.19
2026-06-18	Rosenblatt Securities	Target alzato	— → 1200	1043.19
2026-06-18	Stifel Nicolaus	Target alzato	— → 1500	1043.19
2026-06-17	Deutsche Bank	Target alzato	1000 → 1500	1024.54
2026-06-15	RBC Capital	Target alzato	— → 1200	981.61
2026-06-11	Wolfe Research	Target alzato	— → 1250	891.88
2026-06-10	Daiwa	Target alzato	700 → 1600	891.88
2026-06-09	Goldman Sachs	Target alzato	400 → 900	935.89
2026-06-08	Cantor Fitzgerald	Target alzato	700 → 1500	926.6501
2026-06-08	Wells Fargo	Target alzato	550 → 1220	864.01
2026-06-03	Morgan Stanley	Target alzato	520 → 1050	1052.45
2026-06-01	Raymond James	Target alzato	530 → 1100	971
2026-05-28	D.A. Davidson	Target alzato	1000 → 1500	928.41
2026-05-27	Mizuho Securities	Target alzato	— → 1150	928.41
2026-05-27	Barclays	Target alzato	— → 1175	895.88
2026-05-26	UBS	Target alzato	— → 1625	751
2026-05-19	Mizuho Securities	Target alzato	740 → 800	681.54
2026-05-18	Melius Research	Target alzato	700 → 1100	670.43
2026-05-06	Mizuho Securities	Target alzato	545 → 740	640.2
2026-04-28	D.A. Davidson	Aggiorna	— → 1000	524.56
2026-03-13	Wedbush	Target alzato	— → 500	405.35
2026-03-12	Wells Fargo	Target alzato	— → 470	418.69

Notizie Pagina 12 di 13

Analysts Bank of America warn of potential market vulnerability as S&P 500 records narrow gains driven by AI stocks

06/01/2026, 05:33 AM research Analysts: analysts, Bank of America ai semiconductors Micron Advanced Micro Devices Samsung

The S&P 500 reached a record close at the end of May, but only a small number of stocks, primarily in the AI sector, achieved all-time highs, raising concerns about the market's narrow breadth and potential vulnerability.

Analysts Bank of America and UBS raise price targets for Datadog (DDOG) and Micron Technology (MU) amid strong AI-driven demand

05/31/2026, 05:32 AM investing rating_growth Analysts: analysts, Bank of America, UBS ai semiconductors Micron Datadog

Recent earnings reports have alleviated fears of an AI bubble, highlighting strong demand for AI infrastructure and software. Analysts from top firms are optimistic about three specific stocks, suggesting significant growth potential amid ongoing AI advancements.

Analysts UBS raised Micron Technology (MU) target price to $1,625, indicating upside potential of 67% as stock reaches overbought levels

05/30/2026, 06:32 AM investing rating_growth Analysts: analysts, UBS ai semiconductors Micron

Micron Technology's stock surged 29% this week, making it one of the most overbought stocks as the market reached new highs, driven by strong demand for its memory chips in AI applications and an optimistic price target from UBS.

Nvidia Invests Billions in Photonics Technology to Enhance AI Infrastructure

05/29/2026, 04:32 AM economy growth ai semiconductors Micron Marvell Technology Lumentum Holdings Nvidia Coherent Snowflake Corning

Nvidia is heavily investing in photonics technology to address critical bottlenecks in AI performance, which could significantly enhance data transfer speeds and efficiency in AI systems. This move is crucial as the demand for AI capabilities continues to surge.

Rally in Semiconductor Stocks Faces Unprecedented Bearish Sentiment as Traders Bet Against It

05/28/2026, 04:34 AM investing review semiconductors Micron VanEck

The surge in semiconductor stocks has led to unprecedented levels of bearish sentiment, as traders increasingly purchase put options on the VanEck Semiconductor ETF, indicating a cautious outlook despite the rally.

Micron (MU) Joins Trillion-Dollar Valuation Club Amid AI Boom

05/27/2026, 12:32 PM investing growth ai semiconductors Micron

Micron's recent achievement of a trillion-dollar valuation highlights its unique position in the tech industry, driven by the growing demand for memory chips amid the AI boom, distinguishing it from other tech giants that have reached similar valuations through brand recognition and charismatic leadership.

Analysts UBS tripled Micron Technology (MU) price target to $1,625 amid AI demand surge

05/27/2026, 09:32 AM investing rating_growth Analysts: analysts, UBS ai semiconductors Micron

Micron Technology's inclusion in Goldman Sachs' 'Hedge Fund VIP' basket highlights strong hedge fund interest, coinciding with a significant surge in its stock price driven by AI demand for memory chips.

Micron’s Market Cap Surpasses $1 Trillion as Technology Stocks Rally

05/27/2026, 05:32 AM economy review semiconductors finance Micron SpaceX Dick's Sporting Goods American Airlines Tesla

Micron's stock surge to a market cap of over $1 trillion has driven record gains in technology stocks, while Dick's Sporting Goods faces challenges despite beating revenue expectations. These developments highlight the volatility and opportunities within the semiconductor and retail sectors.

SK Hynix Joins $1 Trillion Club as AI Demand Drives Market Capitalization Surge

05/27/2026, 01:31 AM review semiconductors ai Micron BP Ferrari

The recent surge in demand for AI chips has propelled SK Hynix and Micron into the $1 trillion market capitalization club, highlighting the significant impact of artificial intelligence on the tech sector and broader markets.

Analysts UBS raised Micron Technology (MU) target price to $1,625 on strong AI demand for memory chips

05/26/2026, 08:34 AM economy rating_growth Analysts: analysts, UBS ai semiconductors Micron

Micron's stock surged 18%, pushing its market value past $1 trillion for the first time, fueled by strong demand for memory chips driven by artificial intelligence applications. UBS's significant price target increase reflects optimism about Micron's growth potential in the evolving tech landscape.