All articles tagged with #micron
Originally Published 2 days ago — by Yahoo Finance
Micron Technology's shares have surged 236% in 2026, driven by strong demand for high-end memory chips used in AI GPUs, partnerships with NVIDIA, and increased investment plans, with analysts optimistic about continued price rises and capacity expansion.
Originally Published 2 days ago — by Yahoo Finance
Micron stock rose 4.1% after Mizuho analyst Vijay Rakesh raised his 2026 price target to $390, citing attractive valuations and sector prospects, though concerns about cash flow and valuation multiples remain. Despite strong recent earnings and optimistic forecasts, some analysts advise caution, and Micron was not among the Motley Fool's top stock picks for future growth.
Originally Published 7 days ago — by The Motley Fool
Micron Technology's stock has surged due to record revenue and strong demand for memory chips, especially in data centers, with management expecting the market to grow significantly through 2026. Despite its cyclical nature, the current demand-supply imbalance and expanding market suggest potential upside for investors beyond 2025.
Originally Published 9 days ago — by Yahoo Finance
Micron Technology's stock has surged over 238% in 2026 due to improved memory chip prices and sustained demand, with the company increasing its capital expenditure forecast to $20 billion, indicating confidence in the ongoing demand cycle for memory products across various sectors.
Originally Published 9 days ago — by Yahoo Finance
Micron's shares surged 8.1% after Bernstein raised its price target to $330, citing strong AI-driven demand for memory chips, especially DRAM, amid constrained supply and booming data center needs, following record quarterly results and optimistic forecasts.
Originally Published 9 days ago — by The Motley Fool
Micron's stock surged over 10% after Bernstein analyst Mark Li raised his price target to $330, citing strong Q1 earnings with record revenue and margins, and optimistic forecasts for rising DRAM prices throughout 2026 driven by AI demand and data center growth.
Originally Published 10 days ago — by Yahoo Finance
While Nvidia and Broadcom are leading in AI chips, Morgan Stanley analysts favor Micron as the top semiconductor stock for 2026 due to its market share gains in memory chips, despite most analysts predicting higher upside for Nvidia and Broadcom.
Originally Published 19 days ago — by Yahoo Finance
Micron's shares surged after a strong Q1 earnings report and a raised price target of $500 by Rosenblatt Securities, driven by increased pricing, lower costs, and robust demand for memory chips, especially in AI and data centers, with analysts optimistic about long-term growth.
Originally Published 22 days ago — by Yahoo Finance
The article highlights Micron as a top stock to double down on due to its strong earnings, AI-related growth, and undervalued status, and suggests Dollar General as a resilient consumer stock amid economic challenges, both poised for potential gains in 2026.
Originally Published 23 days ago — by Barron's
Micron's strong earnings and high demand for high-bandwidth memory (HBM) due to AI server growth indicate a looming global memory chip shortage in 2026, which could lead to increased costs and supply constraints across various electronic devices, reminiscent of the 2020-2021 chip crisis.
Originally Published 24 days ago — by The Verge
Micron warns that the global memory shortage will continue beyond 2026, highlighting ongoing supply chain challenges in the semiconductor industry.
Originally Published 24 days ago — by CNBC
The AI boom is positively impacting memory chip companies like Micron, which reported a strong quarter leading to analyst upgrades, including from Bank of America, as the industry benefits from increased demand for AI-related hardware.
Originally Published 24 days ago — by Seeking Alpha
Micron forecasts the high-bandwidth memory (HBM) market to reach $100 billion by 2028, amid ongoing supply tightness expected through 2026, and reports a strong fiscal Q1 2026 with record revenue and profits.
Originally Published 24 days ago — by TipRanks
Micron Technology's stock surged after posting strong Q1 FY26 results and issuing optimistic guidance, driven by robust demand for memory chips in AI data centers and supply constraints, with analysts showing strong confidence in its future prospects.
Originally Published 25 days ago — by Reuters
Micron forecasts nearly double the expected profit for Q2 driven by booming AI demand and tight memory chip supplies, leading to a 7% share increase; the company plans to raise 2026 capital expenditure to $20 billion and expects the memory market to remain tight beyond 2026, with AI being the primary growth driver.