Micron Technology (MU) News Today

Micron Technology, Inc. (NASDAQ:MU)’s stock price has increased today, supported by multiple analyst upgrades, stronger-than-expected guidance, and optimistic views on AI-driven memory demand.

• Positive Sentiment: Erste Group Bank initiated coverage on MU with a “buy” rating.Erste Group Bank Initiates Coverage on Micron Technology (NASDAQ:MU)
• Positive Sentiment: Rosenblatt Securities reaffirmed its “buy” rating and set a $200 price target (roughly 61% upside).Rosenblatt Securities Reaffirms “Buy” Rating for Micron Technology (NASDAQ:MU)
• Positive Sentiment: Micron updated its Q4 FY2025 guidance—EPS of $2.78–2.92 vs. consensus $2.666, and revenue of $11.1–11.3 billion vs. $10.9 billion expected.Micron Technology (NASDAQ:MU) Updates Q4 2025 Earnings Guidance
• Positive Sentiment: Cantor Fitzgerald raised its FY2025 EPS estimate from $7.01 to $7.36, maintained an “Overweight” rating and $155 target.Cantor Fitzgerald Issues Optimistic Estimate for MU Earnings
• Positive Sentiment: Mizuho boosted its MU price target to $155, citing improved pricing and strong execution.Mizuho Raises Micron (MU) PT to $155 Due to Improved Pricing, Strong Execution
• Positive Sentiment: Yahoo Finance reports MU “raises the bar” for Q4 and highlights bullish HBM memory upside.Micron (MU) Raises the Bar for Q4, Mizuho Stays Bullish on HBM Upside
• Positive Sentiment: Shares traded up 2.2% following an analyst upgrade this week.Micron Technology (NASDAQ:MU) Trading Up 2.2% Following Analyst Upgrade
• Positive Sentiment: Needham & Company LLC assigned MU a “buy” rating.Micron Technology (NASDAQ:MU) Earns “Buy” Rating from Needham & Company LLC
• Positive Sentiment: An Investing.com feature predicts this AI-focused chip stock (MU) will soar in September.Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Soar in September (Hint: It's Not Nvidia)
• Positive Sentiment: A Motley Fool piece lists MU among three chipmakers set to benefit from $1 trillion AI infrastructure spend by 2028.Big Tech Is on Track to Spend Over $1 Trillion on AI Infrastructure by 2028. These 3 Semiconductor Stocks Could Be the Biggest Winners (Hint: Not Nvidia)
• Positive Sentiment: A MarketBeat analysis argues MU is deeply undervalued given AI-driven memory demand isn’t fully priced in.Deeply Undervalued, Micron Technologies Stock Isn’t Pricing in AI
• Neutral Sentiment: MU is one of three U.S. chipmakers poised to profit from President Trump’s 100% semiconductor tariffs.3 Companies That Will Profit From Trump's Semiconductor Tariffs (MU)
• Neutral Sentiment: Twenty-six analysts rate MU an average “Moderate Buy,” with one sell, five holds, and nineteen buys.Micron Technology, Inc. (NASDAQ:MU) Receives Average Recommendation of "Moderate Buy" from Analysts
• Neutral Sentiment: Zacks notes MU projects high-teen DRAM demand growth in 2025, driven by AI applications and record data-center sales.Micron Eyes High-Teen DRAM Demand Growth: Is It Sustainable?
• Negative Sentiment: Despite broader market gains, MU shares dipped today, prompting a “what you should know” discussion.Micron (MU) Stock Sinks As Market Gains: What You Should Know
• Negative Sentiment: Shares fell 3% yesterday, sparking debate on whether it’s time to sell.Micron Technology (NASDAQ:MU) Trading Down 3% - Time to Sell?