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Micron Technology, Inc.

MU · NASDAQ-GS

Analyst Consensus

Buy

29 analysts

$921

Current

—

Low

$1,500

Average

—

High

Average target implies +62.90% versus the current price.

Analyst Ratings Synthesis

Consensus is Buy across 29 analysts, with a reported mean target of $1,500. The supplied consensus data gives no low or high target, so it cannot establish where targets cluster or the width of the overall spread. No named analyst is identified as the most or least bullish. The only explicit rating-related development is Seeking Alpha's report of a Micron rating upgrade; the evidence does not document a broader direction for target revisions during the past week. The substantive disagreement centers on whether AI-driven memory demand, reported multiyear contracts, and Micron's narrowing competitive gap can overcome the industry's cyclicality and SK Hynix's lead in high-margin AI memory.

Rating Actions

No individual rating actions have been captured for MUyet. Consensus figures above come from Nasdaq's aggregate feed.

Rating actions are extracted from published reporting. Each row links to its source.

Research Reports

Links to freely available third-party research. Outlook labels are our classification of each article's stance, not a rating of our own.

Covering Firms

B OF A GLBL RES

BAIRD R W

BARCLAYS CAPITA

BMO CAPITAL MKT

CANTOR FITZGERA

CITIGROUP

CO FORECST

DBS BANK

EVERCORE ISI

GOLDMAN SACHS

JP MORGAN SECUR

KEYBANC CAP MKT

MIZUHO SECURITI

MORGAN STANLEY

NEEDHAM & CO.

NEW STREET RESE

PIPER SANDLER

RAYMOND JAMES

ROSENBLATT SEC

SANFORD BERNSTE

STIFEL NICOLAUS

SUMMIT INSIGHTS

SUSQUEHANNA

TD COWEN

UBS

WEDBUSH SECURIT

WELLS FARGO SEC

WOLFE RESEARCH

ZACKS RESEARCH

Symbol: MU
Type: Stock
Sector: Technology
Industry: Semiconductors
Country: North America
Exchange: NASDAQ-GS

Micron Technology, Inc. is an industry leader in innovative memory and storage solutions transforming how the world uses information to enrich life for all. With a relentless focus on our customers, technology leadership, and manufacturing and operational excellence, Micron delivers a rich portfolio of high-performance DRAM, NAND, and NOR memory and storage products. Every day, the innovations that our people create fuel the data economy, enabling advances in artificial intelligence (AI) and compute-intensive applications that unleash opportunities - from the data center to the intelligent edge and across the client and mobile user experience.

Key Issues

Bullish view

Persistent DRAM supply-demand imbalances, strong AI memory demand, and at least $100 billion of reported memory contracts support the view that growth can extend beyond a short-lived upcycle.

Bearish view

The market still does not fully trust the memory supercycle, and the evidence does not establish how long current AI demand or contract economics will persist.