Added to YB: 2025-09-30
Pitch date: 2025-09-28
MU [neutral]
Micron Technology, Inc.
+50.81%
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
$159.90
Price Target
N/A
Dividend
0.19%
EV/EBITDA
14.78
P/E
31.25
EV/Sales
7.22
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
SMH Favorite Names++ Coverage: Q3 2025 Edition - Micron Technology, Inc.
MU (update): Botched HBM4 strategy using internal DRAM-based logic vs competitors' superior foundry nodes. Nvidia raised speed req to 11 Gbps from 8; MU claims samples delivered but likely uneconomical parametric yield. SK Hynix better investment with superior risk/reward & P/B valuation.
Read full article (8 min)