Latest MU news

Micron Suffers Extreme AI Pessimism: Structural Demand Through 2031 (Rating Upgrade)

Seeking Alpha · Sat, 10 Oct 2026 10:00:00 -0400

The best time to buy is at the time of maximum AI pessimism, given the serious disconnect between Micron's robust fundamentals and discounted stock valuations/prices. The 26 SCAs lock in RPOs worth $150B through 2031 and cash commitments of $32B, providing multi-year revenue visibility while mitigating the sector's cyclical risks. Memory/storage oversupply risks have been overstated, given the ongoing power grid interconnection delays and the next decade's physical AI (robots/autonomous) tailwinds.

SpaceX, Micron, AMD and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week

Benzinga · Sat, 10 Oct 2026 08:58:24 -0400

Retail investors talked up five hot stocks during the week (Oct. 5 to Oct. 9) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate news flow.

Trading expert sets date when Micron (MU) stock will crash to $400

Finbold · Sat, 10 Oct 2026 06:03:47 -0400

Micron Technology (NASDAQ: MU) could plunge to $400 in early June 2027 if its current rally repeats a price pattern from the Dot-com bubble.

Estimates Keep Rising as Q3 Earnings Season Takes Center Stage

Zacks Investment Research · Fri, 09 Oct 2026 20:40:54 -0400

Upcoming reports from the big banks next week will shift the Q3 earnings season into a higher gear, with a total of 29 S&P 500 members on the week's reporting docket. Estimates remain positive, with S&P 500 earnings expected to grow 24.3% YoY on 11.5% higher revenues.

Two massive trades just happened in Micron and Nvidia. What they could mean for chips

CNBC · Fri, 09 Oct 2026 14:50:21 -0400

More than 180,000 puts traded in SMH by midday, compared to 50,000 calls, with $46 million of premium tied to puts versus $26 million in calls, according to ThinkOrSwim and SpotGamma data. By volume, 129,000 put contracts look like they were bought, according to SpotGamma.

Micron: Even If Memory Prices Fall 15%, It May Still Be Undervalued

Seeking Alpha · Fri, 09 Oct 2026 14:31:42 -0400

Micron Technology receives a Buy rating, with a base-case target price of $1,307, representing approximately 25% upside from current levels. MU's strong earnings growth is supported by AI infrastructure demand and industry-wide supply constraints, which have driven significant revenue and margin expansion. The investment thesis assumes continued shipment growth and a manageable decline in memory pricing as industry supply eventually expands.

3 Top-Ranked Stocks Breaking Records on AI-Related Demand

Zacks Investment Research · Fri, 09 Oct 2026 12:16:02 -0400

Micron, NVIDIA, and Hewlett Packard Enterprise have all continued to post robust quarterly results, with bullish earnings estimate revisions helping keep the near-term momentum picture intact.

Market information is provided for research and visualization and is not investment advice.