Added to YB: 2026-01-06
Pitch date: 2025-12-30
MU [bullish]
Micron Technology, Inc.
+17.16%
current return
Author Info
Beating The Tide is sharing insights from 14 years of beating the market, blending deep analysis with real-world experience. Sign up for the newsletter.
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
$351.3B
Pitch Price
$293.17
Price Target
480.00 (+40%)
Dividend
0.15%
EV/EBITDA
15.70
P/E
29.62
EV/Sales
8.31
Sector
Semiconductors and Semiconductor Equipment
Category
growth
My 2025 Stock Pick Returned 134%. Here’s My Top Pick for 2026 - Micron Technology, Inc.
MU (buy): Memory giant at heart of AI boom. Q1 revenue $13.6B (+57% YoY), 57% gross margin, record HBM/DRAM results. 2026 HBM supply already contracted. DCF suggests $480 fair value vs current price. Risks: memory cyclicality, competition (Samsung/SK Hynix/China), customer concentration. 8.9x fwd P/E vs peers 14-32x.
Read full article (17 min)