Micron Technology (MU) Buy, Sell or Hold

Micron Technology (MU)

884.74

-49.53 (5.30%)

as of Oct 30, 2026, 8:00:00 pm Market Closed.

344 watching

TOP PICK

Likes technology as a group. There is a boom in content being distributed and in the need for storage. They make storage for tablets, phones, etc. Historically they were cyclical. In the last 2-3 years there was consolidation in the industry and now there are only 3 companies in the market. There is pricing power and discipline so there are not boom and bust cycles. Earnings multiple may expand because investors don’t have to worry as much about the future.

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COMMENT

Semiconductor stocks have run substantially as investors are slowly starting to put their toe in the growth pond. A better semiconductor area to think about right now is Analog Devices (ADI-Q) which is effectively a play on automobiles and industrial production. If you believe that the economy is starting to improve, particularly the US economy, this is probably an interesting area to look at.

BUY

Probably never earns its cost of capital. Highly capital intensive business. When there is an excess of DRAMs, price is driven down to marginal costs, which loses them tons of money but they have to keep reinvesting in the latest technologies. Manufacturers NAN, which is flash memory. Timing is now looking good. Could be volatile but in 6 months from now you’ll be better off owning it.

SELL

Well below its 200-day and 50-day moving averages. Would rather see it get above those levels before buying. If you own, consider looking at others in the technology space such as Xilinx (XLNX-Q).

BUY

Fairly volatile and sensitive to DRAM and the market for memory. One of the most aggressive in technology development and is better geared to be a leader than it has been in the past.

TOP PICK

Market cap of $7 billion, have almost $2 billion in cash and they cash flow almost $400 million a quarter and trading at only 9X earnings.

BUY

Likes the technology and semiconductor space. The technology here is being recycled very quickly, which is what he likes. Forward PE is only at 10X earnings.

SHORT

Not time to buy semiconductor space yet. The memory sector, which this company is in, is a terrible sector. This company lost $700 million out of $1.4 billion in revenues last quarter. Balance sheet is stretched.

DON'T BUY

Earnings are very cyclical. A very competitive business. Trying to compete with Asian companies.

DON'T BUY

Serial overbuilder of capacity, consistantly fails to make it's earning targets.

DON'T BUY

The amount of capacity that’s coming in to produce products in their area is pretty substantial. Everyone’s producing Nan-Flash and the supply is driving prices down.

BUY

This is a sector you should be involved in. 18 % of his U.S. fund is involved in this sector. Feels comfortable buying.

DON'T BUY

Microchip demand is not as strong as it might be and prices are soft. Their products are no considered as commodities and they should be trading at much lower price-to-earnings levels.

BUY

Expects that the downgrade will be a short-term one. Probably not a bad entry point.

DON'T BUY

Borderline of the bottom 1/3 of the database model. Earnings are at a loss.

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Micron Technology (MU)