Ross Gerber Predicted Micron Would be a Trillion Dollar Company: He Was Right and Stock Could be Headed Higher

Impact · against what's priced in

MU's record Q4 revenue and massive Q1 guidance provide concrete data supporting the 'structural reset' in earnings power that the market had previously declined to pay for. This shifts the needle toward the bull-case targets by suggesting growth is non-cyclical rather than a peak.

MU+0.60

Challenges what's priced in

The price assumes

A structural reset in earnings power to $265.65 per share by fiscal 2028