The Motley Fool
01 Nov 2026, 18:00 UTC · 2h ago
Here's What $6,000 Invested in Micron Could Be Worth in 2028
Impact · against what's priced in
The article provides no new catalysts for Micron or Nvidia, as the mentions of AI-driven memory demand and multi-year customer agreements are already fully baked into current valuations. The projections for earnings growth through 2029 merely reiterate the bullish analyst models that the market has already largely discounted.
- MU+0.00
Already priced in
- The price assumes
The $100 billion in contracted revenue through 2030, backed by $22 billion in customer deposits and take-or-pay agreements.
The mention of 16 Strategic Customer Agreements running three to five years is already accounted for in the current price, which assumes $100 billion in contracted revenue through 2030.
What MU's price assumes · Sep 9
