Stock Price & Analysis

Based on the provided data and recent market analysis, here's a concise assessment of MU stock:

Technical Analysis

Recent Performance & Valuation

Key Findings:

1. Strong Growth Potential: According to UBS analyst Timothy Arcuri, Micron's HBM (High Bandwidth Memory) roadmap shows significant promise, with HBM revenue expected to grow from $1.3 billion in 2024 to $14 billion in 2026.

2. Market Position:

• Current market cap: $99.2 billion
• YTD performance in 2025: +9.9% vs S&P 500's +3.2%

3. Analyst Consensus:

• Strong Buy rating from 24 out of 29 analysts
• Mean price target: $132.89 (43.7% upside potential)
• Street-high target: $250 (170.3% upside)

4. Growth Catalysts:

• HBM production capacity expected to reach 65,000 wafers/month by end of 2025
• All HBM production already sold out with locked-in pricing
• Expected to capture ~20% of global HBM market share in 2025

Recommendation: Based on the strong analyst consensus, significant HBM growth potential, and favorable technical setup, MU presents a compelling buying opportunity at current levels. The stock's recent performance and multiple growth catalysts suggest potential for substantial upside.

Based on the provided data and market research, here's a concise price prediction for Micron (MU) stock in 2025:

Technical Analysis

Price Target Analysis The consensus among analysts points to a price target of $128.69 by end of 2025, with estimates ranging from:

• Bull case: $250 (Street-high target)
• Base case: $132.89 (mean target)
• Bear case: $91 (Morgan Stanley's revised target)

Key Growth Drivers

1. AI & Data Center Growth:

• Data center revenue grew 400% YoY and now represents over 50% of total revenue
• HBM (High Bandwidth Memory) market expected to reach $30B in 2025
• Company is on track to begin shipping HBM3E 12-Hi in March/April 2025

2. Financial Projections:

• Revenue growth forecast: 44% in FY25
• EPS growth projection: 984.5% to $6.29 for fiscal year ending August 2025

Price Prediction for 2025

Based on technical analysis, fundamentals, and analyst consensus:

• End of 2025 target: $128-132 range
• Probability: 65% likelihood of reaching this target
• Key catalyst: HBM revenue expected to rise from $1.3B in 2024 to $8.2B in 2025

The stock is likely to face some near-term headwinds in H1 2025 due to mild DDR oversupply, but should see strong recovery in H2 2025 driven by AI demand and improved memory pricing.

The S1 support level for MU Stock is $89.99 ,The R1 resistant level for MU Stock is $105.68.

As of the end of day on 2025-02-26, the price of MU Stock was $95.25.

The target price for MU Stock according to analyst rating is 137.15, with the highest price target at 250.00 and the lowest at 91.00. Analysts have a Strong Buy rating on MU Stock overall.

The market cap of MU is $103.9B.

Based on the financial data and recent market analysis, Micron (MU) is not overvalued at current levels. The stock's valuation metrics show reasonable levels with a forward P/E ratio trending significantly below historical averages, while the company is experiencing a strong turnaround in profitability. Recent analyst consensus maintains a "Strong Buy" rating with 24 out of 29 analysts recommending strong buy, suggesting significant upside potential with a mean price target of $132.89, representing a 43.7% premium to current levels. The company's strategic positioning in HBM memory and AI infrastructure presents substantial growth opportunities, with HBM revenue expected to surge from $1.3 billion in 2024 to $14 billion in 2026. The current market price of $99.52 appears justified given Micron's technology leadership in memory solutions and strong growth prospects in the AI sector.

Micron Technology, Inc. is a provider of memory and storage solutions. The Company offers a portfolio of high-performance dynamic random-access memory (DRAM), NAND, and NOR memory and storage products through its Micron and Crucial brands. The Company’s segments include Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment includes memory and storage products sold into smartphone and other mobile-device markets. The EBU segment includes memory and storage products and solutions sold into automotive, industrial, and consumer markets. The SBU segment includes SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. It sells its products into various markets through its business units in numerous forms.

Based on the provided data and market research, here's a comprehensive analysis of Micron Technology's (MU) stock price prediction for 2030:

Technical Analysis & Current Position

Long-term Growth Drivers

• AI & Data Center Demand: Micron is heavily investing in high-bandwidth memory (HBM) chips for AI applications, with production capacity expected to reach 100,000 wafers per month by 2026. HBM revenue is projected to grow significantly from $1.3 billion in 2024 to $14 billion in 2026.

• Market Leadership: The company has established technology leadership in memory solutions and is strategically positioned in the AI infrastructure market.

Price Target Analysis for 2030

Based on multiple factors:

1. Earnings Growth Trajectory:

• FY2024 EPS: $0.58
• FY2025 projected EPS: $6.29 (984.5% growth)
• FY2026 projected EPS: $10.87 (72.8% growth)

2. Strategic Positioning:

• $7 billion investment in advanced packaging facility in Singapore (operational by 2026)
• Leading position in HBM market with expected 20% market share

2030 Price Prediction: $280-300 per share

Key Drivers:

• Continued AI infrastructure expansion
• Market leadership in HBM technology
• Strong execution in memory chip production
• Strategic investments in advanced manufacturing

MU has a total of 43000 employees.