Added to YB: 2025-09-30
Pitch date: 2025-09-28
MU [neutral]
Micron Technology, Inc.
+483.19%
current return
Author Info
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Company Info
Micron Technology, Inc. engages in the provision of semiconductor memory and storage products in the United States, Taiwan, Mainland China, other Asia Pacific countries, Japan, Europe, and internationally.
Market Cap
$1.1T
Pitch Price
$159.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.28
P/E
12.82
EV/Sales
7.58
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
SMH Favorite Names++ Coverage: Q3 2025 Edition - Micron Technology, Inc.
MU (update): Botched HBM4 strategy using internal DRAM-based logic vs competitors' superior foundry nodes. Nvidia raised speed req to 11 Gbps from 8; MU claims samples delivered but likely uneconomical parametric yield. SK Hynix better investment with superior risk/reward & P/B valuation.
Read full article (8 min)