NASDAQ:MU
Micron Technology (MU)
739.00
-81.53 (9.94%)
as of Jul 29, 2026, 8:00:00 pm Market Open.
334 watching
Financials 
Technical Analysis 0
Investor Insights
Jul 29, 2026, 12:00 amThis summary was created by AI, based on 59 opinions in the last 12 months.
Micron Technology (MU-Q) is a company that has experienced significant volatility, with experts offering mixed views on its prospects. Several analysts note that while the company has benefited from a current memory chip shortage and strong demand driven by AI and data centers, the stock's substantial increase in value this year raises concerns about its sustainability. Some experts warn investors to consider reducing their positions or selling, citing potential future supply gluts and increasing competition. In contrast, a few analysts maintain that long-term demand for memory will be bolstered by the evolution of AI technology, pointing to historical strength in the company's performance. Overall, the stock's present valuation and future trajectory remain highly debated among experts, with warnings about its speculative nature.
Consensus
Caution
Valuation
Overvalued
Similar
TSM
PAST TOP PICK
(A Top Pick Nov 25/21, Down 30%) King of DRAM and NAND. Lots of noise about capital investment. Barometer of tech business, especially the semi side. Today announced another production slowdown, so they still see headwinds. Lots of these names are trades. Buy in thirds at $62.50, 59, and 55. (Analysts’ price target is $68.00)
Kim BoltonOwned
computer softwareprocessing
DON'T BUY
Today, they said that demand has weakened and they will miss their quarter. True, October was bad, but the problem is, they have said this twice before and are taking bold and aggressive steps to reduce the supply of their chips, like reducing capex towards expanding capacity. Micron shows there's been no increase in basic electronics, namely computers.
computer softwareprocessing
WATCH
It's down 50% from highs. The PE is low vs. book value historically, but the semis are cursed now, are among the most-beaten stocks. Eventually, they will turn around and sharply--but it's too soon. The semis are more linked to China than we expected, and Biden wants to keep American chips out of the hands of China's military. More chips are being made to address shortages, but this will take a few quarters. Don't buy, but watch Micron.
computer softwareprocessing
DON'T BUY
Yesterday's quarterly report was just okay, but their outlook was hugely disappointing. The CEO said it would take next year to see a real turn. This stock has always been boom and bust. Historically, they make too many computer chips, which leads to slashing prices and crushing earnings. It usually takes two quarters to clear out the inventory and before you can buy the stock.
computer softwareprocessing
DON'T BUY
Yesterday's quarterly report was just okay, but their outlook was hugely disappointing. The CEO said it would take next year to see a real turn. This stock has always been boom and bust. Historically, they make too many computer chips, which leads to slashing prices and crushing earnings. It usually takes two quarters to clear out the inventory and before you can buy the stock.
computer softwareprocessing
;fill-opacity:1;'/%3e%3cpath%20d='M31%2018.6001V30H8V18.6001L14.1334%2022.4334L19.4999%2014L24.8669%2022.4334L31%2018.6001Z'%20fill='%23EE5432'%20style='fill:%23EE5432;fill:color(display-p3%200.9340%200.3310%200.1956);fill-opacity:1;'/%3e%3c/svg%3e){kind=small}
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly This manufacturer of memory and storage chips is well poised for the the continued expansion of 5G infrastructure and all things internet based. The company stands to benefit substantially from the expansion of AI processing in everything from data warehousing to smart cars. It trades at only 7x earnings and just 1.3x book value. The company continues to build cash reserves while retiring debt. Recently reported earnings beat market expectations and support a 21% ROE. We recommend a stop loss at $45.00, looking to achieve $87.50 - upside potential over 52%. Yield 0.7% (Analysts’ price target is $87.42)
computer softwareprocessing
BUY
options Still owns it and happy to despite it hitting a 52-week low. DRAM pricing is strong, though, and the cloud computing space is promising to them. They're stepping up to the plate. Super balance sheet and free cash flow. Many reasons to like it, even as markets fall lower.
Pete NajarianOwned
computer softwareprocessing
Premium contentTOP PICK
Makes memory ships. Only US manufacturer making DRAM, giving them a strong competitive advantage. Benefits from the global ship shortage. Chip industry as a whole has a good long-term potential. Recently selected as a TOP PICK by Brendal Caldwell. Social media mentions increased 333% over the last 24h.
computer softwareprocessing
TOP PICK
Semiconductor memory business is volatile. Well positioned for margin expansion over the next year. Has spent a lot of money on infrastructure and production capability. Yield is 0.47%. (Analysts’ price target is $112.44)
Brendan CaldwellOwned
computer softwareprocessing
BUY
The semi industry has the highest sensitivity to an upside surprise. Micron enjoyed a double upgrade today based on improving DRAM chip demand and improving inventories. His ETF owns 9 names in this sector including this. Semis offer upside after falling a lot this year.
Joe TerranovaOwned
computer softwareprocessing
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20scale(-1,%201)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
