NASDAQ
1016.59USD
+58.43 (+6.10%)
We have scored 104 news catalysts on Micron Technology, Inc. (MU) over the past 12 months. The biggest single-day move next to one of them came Dec 18, 2025, when MU closed +10.2%: “It's The Most Wonderful Time For Micron: A Historic Bargain Before The 2026 Rally”. Coverage across the window leans positive (average ticker sentiment +0.61). Most of the impact sits in sector technology and forward growth expectations.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Suppliers, customers, partners and competitors of Micron Technology, Inc., taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for MU: .
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Market cap
1.1T
P/E
—
EPS
—
Beta
2.22
52W range
128.4-1255
Day range
969.00–1017.77
Open
971.06
Prev close
958.16
Volume
35.2M
Avg volume
46.5M
Dividend
0.53
IPO
1984-06-01
Micron Technology, Inc. is a global leader specializing in the development, manufacture, and sale of advanced semiconductor memory and storage solutions. Its operations are structured across four primary business segments: Compute and Networking, Mobile, Storage, and Embedded. The company's product portfolio encompasses a range of memory and data storage technologies. These include high-speed, low-latency Dynamic Random Access Memory (DRAM) components for rapid data retrieval; non-volatile, re-programmable NAND flash storage devices; and fast-read, non-volatile, re-writable NOR memory chips. These innovative solutions are offered under its well-known Micron and Crucial brands, as well as through private label partnerships. Micron's extensive offerings cater to a diverse array of markets and applications. This includes critical infrastructure like cloud servers and enterprise data centers, personal computing (client and graphics), mobile devices such as smartphones, networking equipment, automotive systems, industrial applications, and various consumer electronics. The company utilizes a multi-faceted approach to market its products, employing a direct sales force, independent sales representatives, and a network of distributors and retailers. Additionally, it leverages a web-based direct sales channel and collaborates with various channel and distribution partners. Founded in 1978, Micron Technology, Inc. is headquartered in Boise, Idaho.
Analysts publish price targets on MU, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
43 analyst price targets from $740 to $2,200
as of 2026-08-25
The market is 35% below the median target — more cautious than the analysts.
The reconstruction
The price sits at the 7th percentile of 43 published models, rejecting the vast bull case for a structural AI supercycle and aligning almost exactly with Goldman Sachs' $900 target, which treats current earnings as a cyclical peak rather than a permanent new floor.
What the disagreement turns on
Does AI-driven demand for HBM and data center DRAM chronically outstrip supply through at least 2028, or will the massive new fab capacity coming online crash average selling prices just like every previous memory cycle? None of the observables needed to settle this — competitor ASP trends or hyperscaler capital expenditure commitments — can be measured with the data tools currently wired.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $910 on 2026-08-25 — the quote has since moved +12%, so read this as a record of what was priced in then, not now.
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Micron Technology, Inc. — not a sector bucket. Click an edge to see the articles that established the link.
