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Added to YB: 2025-06-06

Pitch date: 2025-06-05

MU [bullish]

Micron Technology, Inc.

+120.09%

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

$270.7B

Pitch Price

$107.91

Price Target

130.00 (-46%)

Dividend

0.19%

EV/EBITDA

15.02

P/E

31.77

EV/Sales

7.33

Sector

Semiconductors and Semiconductor Equipment

Category

growth

Show full summary:
Micron (MU): Mizuho Raises PT to $130

MU: Mizuho raises PT to $130 (from $124), Outperform. HBM market growing 55% CAGR (2024-27E), with Micron HBM revenue up 90% CAGR reaching 45% of DRAM rev. Market share to grow from 10% to 20-25% by 2025-26. NAND roadmap strong with 3XXL nodes. Buy ahead of Jun 25 earnings.

Read full article (1 min)