Added to YB: 2026-10-08
Pitch date: 2026-10-05
MU [bullish]
Micron Technology, Inc.
-12.52%
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
$1.1K
Price Target
1.7K (+80%)
Dividend
N/A
EV/EBITDA
9.28
P/E
12.82
EV/Sales
7.58
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Weekly #102: Micron Stock, 26 Deals and a $1,678 Target
MU (earnings): Micron remains a Buy with a $1,678 DCF target after record Q4 revenue of $54.23B, an 87% gross margin and $33.2B of adjusted FCF; Q1 guidance calls for $61.5B of revenue. Twenty-six take-or-pay agreements cover more than 35% of estimated revenue through 2030, improving visibility, but partial periodic repricing, eventual capacity additions and a possible faster margin decline remain key risks.
Read full article (13 min)