Added to YB: 2025-07-15
Pitch date: 2025-07-12
MU [bullish]
Micron Technology, Inc.
+100.44%
current return
Author Info
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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
$266.3B
Pitch Price
$120.30
Price Target
189.00 (-22%)
Dividend
0.19%
EV/EBITDA
14.78
P/E
31.25
EV/Sales
7.22
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Micron Technology is a Potential Multi-Bagger by 2030 – I am Buying (A Deep Dive)
MU target $189: Trading at 10x 2025 EPS, benefiting from strong AI-driven HBM demand (sold out 2025 capacity). Gaining DRAM market share (25%, up from low-20s), tech leadership in HBM3E/HBM4. Cyclicality risk but well-positioned for upcycle with record $9.3B Q3 revenue (+37% YoY). Low-double-digit revenue CAGR expected.
Read full article (22 min)