Micron Has Lost Over 40% Since June. Where Does Its Price Target Stand Now?

Impact · against what's priced in

The market has aggressively discounted Micron's valuation, shifting from pricing in a structural earnings reset to treating current levels as a cyclical peak. The pause of the Taiwan plant provides a tangible risk to HBM supply constraints that the market had previously assumed were secure through 2027.

MU−0.40: Challenges what's priced in
The price assumes: The complete sell-out of HBM3E supply through 2027

Micron Has Lost Over 40% Since June. Where Does Its Price Target Stand Now?

What matters in this story

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Micron Has Lost Over 40% Since June. Where Does Its Price Target Stand Now?

What matters in this story

The Trade Desk Climbs 6% Ahead of Earnings; Magnite Gains 2%, AppLovin Dips

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Micron Has Lost Over 40% Since June. Where Does Its Price Target Stand Now?

What matters in this story

Next reads from the same story arc

The Trade Desk Climbs 6% Ahead of Earnings; Magnite Gains 2%, AppLovin Dips

Micron Has Lost Over 40% Since June. Where Does Its Price Target Stand Now?

What matters in this story

Next reads from the same story arc

The Trade Desk Climbs 6% Ahead of Earnings; Magnite Gains 2%, AppLovin Dips

How each ticker is affected

Connected tickers

Track these names every morning.

Is Salesforce a Falling Knife Or Is The Worst Over?

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