Companies /Technology

Micron Technology Inc

NASDAQ: MU Semiconductors
$1,088.00
▲ $42.44 (+4.06%) today
Markets closed · 8:47am ET

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MU at a Glance

Valuation
Market cap
$1.23T
P/E ratio
14.1
Dividend yield
0.05%
Profitability
Revenue (TTM)
$133.2B
Profit margin
63.8%
EPS (TTM)
$77.35
Price
52-week range
$179 – $1,255
24/7 target
$1,080.17
Street target
$1,535.57
Earnings
Next report
Dec 15, 2026
Q4 2026 EPS
$33.42
vs. $31.35 est.
+6.6%

Headquartered in Boise, ID Fiscal year ends August NASDAQ: MU micron.com

About Micron Technology

Micron Technology, Inc. (Nasdaq: MU) is a global semiconductor company specializing in memory and storage solutions, including DRAM, NAND, and NOR flash products. The company serves diverse end markets through four business units: Cloud Memory, Core Data Center, Mobile and Client, and Automotive and Embedded. Micron's products power AI and compute-intensive applications spanning cloud infrastructure, data centers, mobile devices, PCs, automotive systems, and industrial/IoT applications. The company's portfolio includes DDR5 RDIMMs, LPDDR5X and LPDDR6 modules, high-performance PCIe Gen 5 and Gen 6 SSDs, and high-bandwidth memory solutions. Micron is a vertically integrated manufacturer with significant investments in advanced process technologies including its 1-gamma node, and has established Strategic Customer Agreements to secure long-term demand visibility, particularly for AI-driven workloads. Updated

Revenue by Segment · Q4 2026
  1. Core Data Center33%
  2. Cloud Memory30%
  3. Mobile and Client24%
  4. Automotive and Embedded13%

Latest Activity

Mad Money w/ Jim Cramer 10/7/26

  • Cramer splits the market in two: credit-dependent names like Caterpillar, Ford and IBM versus AI borrowers that price near Treasuries
  • SpaceX seeking $40 billion to buy Nvidia chips at triple-B rating, while Paramount Skydance bondholders got hit at 8%
  • Oracle flagged as the one data-center name still exposed to credit market scrutiny
  • Caller advice: swap Western Digital into cheaper Micron; Vertiv the pick after GE Vernova on data center infrastructure

AI and data-center names no longer trade off Treasury auctions, so a weak auction hits the industrial and consumer side of your book while chip and power names sail through, with Oracle the named exception. On the calls, he pushed Micron over Western Digital and ranked Vertiv right behind GE Vernova on infrastructure.

Biggest movers · At the close
  • SPOTSpotify$513.73+5.2%
  • MRNAModerna$196.4+4.8%
  • FUBOfuboTV$9.24+4.6%
  • VSTVistra$166.87+4.0%
  • MUMicron Technology$1,085.72+3.8%
  • GPROGoPro$1.23-7.1%
  • MSTRMicroStrategy$153.17-6.9%
  • IRENIren$38.74-6.1%
  • AAOIApplied Optoelectronics$122.19-6.1%
  • LCIDLucid$3.91-6.1%

Spotify closed the session's best performer at 5.24%, taking the stock to $513.73. GoPro, MicroStrategy, Iren, Applied Optoelectronics and Lucid all shed more than 6%.

Biggest movers · On the open
  • CEGConstellation Energy$300+12.1%
  • SMRNuScale Power$8.27+7.7%
  • MRVLMarvell Technology$288.1+6.2%
  • AAOIApplied Optoelectronics$128.77+5.9%
  • ALABAstera Labs$381.06+5.2%
  • STXSeagate Technology$831.22-6.3%
  • SKHYSK hynix Inc.$188.84-3.2%
  • IQiQIYI$1-2.4%
  • SNDKSanDisk$1,675-1.7%
  • MUMicron Technology$1,046.76-1.6%

Constellation Energy opened 12.1% higher at $300, the biggest move across 385 priority names, with NuScale Power close behind. Storage is on the other side of the ledger: Seagate down 6.3%, SanDisk and Micron also lower.

Mad Money w/ Jim Cramer 10/2/26

  • 29,000 September jobs eased rate-hike fears; G7 releasing 100 million barrels capped oil's rally
  • PepsiCo called uninvestable into Thursday earnings: down 12% this year while Coca-Cola is up 22.5%
  • Nvidia compute scarcity framed as the real money-maker behind data center and Starlink demand
  • Caller verdicts on Applied Materials, Simon Property Group, Goldman Sachs and Duke Energy at a 3.8% yield

A 4.7% PepsiCo yield loses to the 10-year, so any bounce off Thursday's earnings report is just a trade. Cramer stays long AI compute while telling snack and beer holders the consumer shift is structural.

Mad Money w/ Jim Cramer 10/1/26

  • Cramer still buys Palantir at $190 after the stock gained 60% in Q3 and stalled short of his $250 target
  • Salesforce, up 46.5%, called the better SaaS-apocalypse rebound than Veeva at 30 times earnings
  • Caterpillar's 24% Q3 profit taking framed as a buying chance on data center engine demand
  • IBM, down 22% on its miss, gets the wait-a-quarter rule; Home Depot stays hostage to rates

Cramer wants to add software as the bounce-back trade and the beaten-down industrial names tied to data center power. He also warns that rising rates are the real threat heading into earnings season in a couple of weeks.

Reddit's most-discussed stocks · Oct 1
  1. 1MUbullish1.1K comments · 2.6K upvotes
  2. 2NVDAsplit273 comments · 976 upvotes
  3. 3NKEbearish463 comments · 451 upvotes
  4. 4GOOGLsplit254 comments · 884 upvotes
  5. 5MSFTsplit222 comments · 645 upvotes

TLTheating up

METAsouring fast

Micron's memory story has Reddit's traders piled in, drawing more comments than the next four names combined and firmly bullish. Nike is the crowd's punching bag, while the long Treasury bond fund is heating up and Meta chatter is souring fast.

Source: Reddit
Micron delivered record fiscal 2026 results, and we expect an even stronger fiscal 2027. AI is becoming Super Intelligence (SI), and memory enhances this intelligence and the competitiveness of our customers' platforms. We are increasing our investments in technology, products and manufacturing to help drive SI forward with our customers, and our Strategic Customer Agreements provide added confidence in the durability of Micron's financial performance.

Mehrotra is guiding for fiscal 2027 to top a record fiscal 2026, and he's backing it with higher capital spending on memory technology and manufacturing. The multi-year Strategic Customer Agreements lock in memory pricing power beyond the cycle.

MU +0.83%since the quote
MUMicron Technology
Q4 2026
EPS
$33.42
est $31.35+6.6%
Revenue
$54.23B
est $50.97B+6.4%

AI memory pricing power is still compounding: Micron beat on both lines and guided fiscal Q1 revenue to $61.5 billion, well above the quarter it just reported. Management says fiscal 2027 gets stronger from here.

Quarterly EPS — reported vs estimate
Reddit's most-discussed stocks · Sep 30
  1. 1MUbullish417 comments · 1.7K upvotes
  2. 2SKHYbullish203 comments · 1.1K upvotes
  3. 3NVDAsplit308 comments · 902 upvotes
  4. 4SNDKbullish106 comments · 745 upvotes
  5. 5AMZNsplit296 comments · 1.1K upvotes

UBERheating up

MSFTsouring fast

Memory is where the crowd is parked today: Micron drew 417 comments, with Sandisk and SK Hynix riding the same AI storage trade. Nvidia and Amazon are drawing arguments on both sides, Uber chatter is heating up, and Microsoft is souring fast.

Source: Reddit

MU Coverage

Frequently Asked Questions

What does Micron Technology do?

Micron Technology, Inc. (Nasdaq: MU) is a global semiconductor company specializing in memory and storage solutions, including DRAM, NAND, and NOR flash products. The company serves diverse end markets through four business units: Cloud Memory, Core Data Center, Mobile and Client, and Automotive and Embedded.

What is the MU stock price target?

24/7 Wall St.'s 12-month price target for MU is $1,080.17, rated Hold. The Wall Street consensus target is $1,535.57. MU price prediction →