Added to YB: 2025-07-15
Pitch date: 2025-07-12
MU [bullish]
Micron Technology, Inc.
+680.02%
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, Japan, Mainland China, Hong Kong, Europe, and internationally.
Market Cap
$1.0T
Pitch Price
$120.14
Price Target
189.00 (-80%)
Dividend
0.07%
EV/EBITDA
14.40
P/E
20.16
EV/Sales
10.91
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)