Seeking Alpha
18 Oct 2026, 06:15 UTC · 1h ago
Micron Just Broke Support So Buy MUU Into Strength
Impact · against what's priced in
The article provides no new catalysts for Micron, as the market has already priced in the HBM3E sell-out and contracted revenue through 2027. The mention of CXMT's 2028 threat aligns with the market's current refusal to pay for sustained earnings power beyond the near-term AI boom.
- MU+0.00
Already priced in
- The price assumes
The complete sell-out of HBM3E supply through 2027.
The news that 75% of fiscal 2027 shipments are secured reinforces the existing assumption that supply is sold out through 2027.
What MU's price assumes · Sep 9
