Added to YB: 2025-12-26
Pitch date: 2025-12-22
MU [neutral]
Micron Technology, Inc.
+237.84%
current return
Author Info
No bio for this author
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
$275.64
Price Target
420.00 (-55%)
Dividend
N/A
EV/EBITDA
9.28
P/E
12.82
EV/Sales
7.58
Sector
Semiconductors and Semiconductor Equipment
Category
growth
MU Q1 2026 Financial Highlights
MU (earnings): HBM dominance drives 68% gross margin, capacity sold until 2026. Q2 guide: $8.42 EPS vs $4.71 est, $18.7B rev vs $14.4B est. All segments hit record highs (cloud 55% op margin). Power efficiency 30% ahead of competitors. $100B HBM TAM by 2028. DCF target $350-420, 12-15x PE reasonable.
Read full article (11 min)