Símbolo: MU

Micron

Semicondutores Tecnologia Semicondutores

Preço 877.57

Rec. Comprar Potencial 77 Risco 50 Atualizado 2026-08-08

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Impacto da previsão

positivo

Alvo +99.4% preenchimento do alvo 50.1%

Reação D5 -8.26% · D10 0.00% confiança do mercado

Impacto Potencial +3 · Risco -1 válido até 2026-08-13

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Recomendação da IA Previsão do analista Evento de calendário Sinal positivo Sinal negativo Neutro / atualização Manter / informativo B Minha compra S Minha venda

Descrição

Empresa e modelo de negócios

A Micron Technology é um fabricante líder de soluções de memória e armazenamento, especializada em produtos de memória DRAM e NAND flash. Suas ofertas principais incluem memória de acesso aleatório dinâmico (DRAM) para dispositivos de computação e móveis, bem como memória NAND flash para aplicações de armazenamento de dados. A empresa opera principalmente no segmento de semicondutores, atendendo a várias indústrias, como computação, automotiva e móvel. As principais fontes de receita provêm da venda de chips de memória e soluções de armazenamento para fabricantes de equipamentos originais (OEMs) e operadores de data centers.

Perfil de investimento

A Micron Technology apresenta um perfil de investimento neutro, atraente para uma variedade de investidores. Seu potencial de crescimento é apoiado pela crescente demanda por soluções de memória em vários setores, enquanto o baixo rendimento de dividendos sugere um apelo limitado para investidores focados em renda. As ações podem atrair investidores de valor devido à sua posição no mercado e crescimento da receita, mas a volatilidade indica que uma abordagem equilibrada pode ser prudente para a gestão de riscos.

Categoria: Semicondutores Setor: Tecnologia Indústria: Semicondutores Estilo de investimento: Crescimento Horizonte: Médio prazo Tipo de empresa: Líder de mercado Experiência: Básico

Métricas fundamentais (experimental) Atualizado: 2026-08-04

EPS (TTM) — lucro por ação dos últimos 12 meses, $: 44.81
Receita QoQ — crescimento da receita trimestre contra trimestre: 73.7%
Surpresa de EPS: 19.7%
Volatilidade 20d: 6.7%
Dividend yield: 0.1%
última data ex-dividendo: 2026-07-06

Mudanças na recomendação da IA

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

Previsões de analistas

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

Notícias Página 12 de 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.