Added to YB: 2026-01-06
Pitch date: 2025-12-30
MU [bullish]
Micron Technology, Inc.
+217.97%
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
$292.87
Price Target
480.00 (-48%)
Dividend
N/A
EV/EBITDA
9.28
P/E
12.82
EV/Sales
7.58
Sector
Semiconductors and Semiconductor Equipment
Category
growth
My 2025 Stock Pick Returned 134%. Here’s My Top Pick for 2026 - Micron Technology, Inc.
MU (buy): Memory giant at heart of AI boom. Q1 revenue $13.6B (+57% YoY), 57% gross margin, record HBM/DRAM results. 2026 HBM supply already contracted. DCF suggests $480 fair value vs current price. Risks: memory cyclicality, competition (Samsung/SK Hynix/China), customer concentration. 8.9x fwd P/E vs peers 14-32x.
Read full article (17 min)