Added to YB: 2025-07-22
Pitch date: 2025-07-19
MU [neutral]
Micron Technology, Inc.
+112.43%
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
$113.51
Price Target
90.00 (-63%)
Dividend
0.19%
EV/EBITDA
14.78
P/E
31.25
EV/Sales
7.22
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
Micron Catch-Up Note
MU (overview): Either heading to $160 or $90 solely based on Samsung's HBM3e decision. Samsung failed Nvidia qualification (6th time), forcing inventory write-off. If Samsung re-bins inventory to meet Nvidia specs, 30-50% might pass, undoing partial write-off and severely impacting Micron. Tread lightly.
Read full article (1 min)