Added to YB: 2025-12-30
Pitch date: 2025-12-26
MU [bullish]
Micron Technology, Inc.
+5.01%
current return
Author Info
No bio for this author
Company Info
Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Singapore, Japan, Malaysia, China, India, and internationally.
Market Cap
$320.5B
Pitch Price
$280.32
Price Target
320.00 (+12%)
Dividend
0.16%
EV/EBITDA
14.33
P/E
27.02
EV/Sales
7.59
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Micron Technology, Inc. - $MU
MU: AI supercycle driving HBM demand; Q1 rev $13.6B (+57% YOY), Q2 guidance $18.7B (~$75B run rate); gross margins expanding to 68% from low-30s; #2 in HBM w/ 21% share, capacity sold out thru 2026; forward P/E ~14x on $20+ EPS potential; risks: Samsung competition, geopolitics, CapEx; price target $320+ (12mo)
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