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Nervous markets await NvidiaThis summary was created by AI, based on 28 opinions in the last 12 months.
Micron Technology (MU) has been recognized for its cyclical nature, with various experts highlighting its strong position in the memory chip sector, particularly in DRAM production, which is crucial for data centers and AI-driven applications. Analysts recognize a burgeoning demand driven by the AI revolution, with positive sentiment around the company’s recent product advancements and financial performance. There are mixed opinions on its investment potential; some suggest treating MU as a trade rather than a long-term investment due to its volatility, while others see growth opportunities and considerable upside potential in the stock. The general sentiment appears optimistic, with several price targets ranging significantly and a consensus that while MU has experienced downturns, its recent recovery and prospects align positively with the technological advancements in the industry.
Hyper-cyclical earnings. Storage and memory chips, which are like a commodity and so you have big swings. Consensus is for earnings to grow over 400% this year, not because of innovation but because of the demand cycle. Go back 10 years and this name has generated a total compound return of 10%, which is less than the S&P. Beta is 1.9.
Impacted not only by tariff rhetoric, but also because it's a very cyclical business. 12-month price target of $118.50, but with a lot of volatility in between. If you're underwater right now, write some calls; if it starts to approach the strike price, and you don't want to get called away, just roll the strike price up.
When ASML reported its disappointing memory-chip earnings, he sold this one as a result. This business is so very cyclical; once sold off, takes anywhere from 2-6 quarters to come back.
ASML also talked about how China has built out facilities for memory chips. So, another supply of memory chips that will influence cyclicality in the space.
Volatile, and that's the price you pay for these growth stocks with higher reward potential. Really likes its business and where earnings come from. Tied to buildout of servers and data centres and AI-driven push. Latest earnings were really strong, with anticipated increased demand and revenue.
He'd be OK to buy, but you have to be comfortable with the volatility. It can go down more than the market on a down day. But if you stick with this one, sees upside from current levels. The bottom is in; ride up to $140-150, and then be cautious.
Micron Technology is a American stock, trading under the symbol MU-Q on the NASDAQ (MU). It is usually referred to as NASDAQ:MU or MU-Q
In the last year, 21 stock analysts published opinions about MU-Q. 14 analysts recommended to BUY the stock. 6 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Micron Technology.
Micron Technology was recommended as a Top Pick by on . Read the latest stock experts ratings for Micron Technology.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
21 stock analysts on Stockchase covered Micron Technology In the last year. It is a trending stock that is worth watching.
On 2025-05-30, Micron Technology (MU-Q) stock closed at a price of $95.26.
He's done with memory stocks. The industry has only a few dominant players, and this name is one of them. Yet, there's still crazy cyclicality and it's hard to be differentiated.