Yahoo · Sep 25, 2026
Is Micron Stock Going to $1,625? 1 Wall Street Analyst Think So.
Micron still has plenty of upside potential.
NYSE · MU
Micron Technology, Inc.
Technology · Semiconductors
$1,080.53
Up+$9.70 (+0.90%)
Updated Sep 25, 2026, 1:53 PM
SID Score
7.6/10
Composite research score
Smart Money
56/100
Neutral
- Market cap
- 288.44B
- P/E ratio
- 33.78
- Dividend yield
- 0.04%
- 52-week range
- $221.69 – $1,255.00
- Volume
- 22.09M
- Avg. volume
- 26.37M
Price performance
MU price history
1M range · 20 trading sessions · Daily adjusted prices
MU closed at $1,080.53 after 20 trading sessions, up 15.52% for the selected period.
- Last close
- $1,080.53
- Period change
- +15.52%
- Period low
- $924.03
- Period high
- $1,096.16
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 24, 2026 | $1,049.75 | $1,081.04 | $1,044.00 | $1,080.53 | 22.09M |
| Sep 23, 2026 | $1,100.07 | $1,105.50 | $1,064.25 | $1,071.88 | 21.57M |
| Sep 22, 2026 | $1,032.85 | $1,097.25 | $1,030.015 | $1,096.16 | 29.19M |
| Sep 21, 2026 | $1,044.99 | $1,064.49 | $1,030.68 | $1,043.96 | 28.17M |
| Sep 18, 2026 | $984.715 | $1,016.44 | $977.83 | $1,015.80 | 35.8M |
| Sep 17, 2026 | $954.565 | $986.20 | $953.50 | $977.50 | 22.09M |
| Sep 16, 2026 | $934.23 | $941.20 | $917.64 | $926.55 | 20.21M |
| Sep 15, 2026 | $937.50 | $944.94 | $920.13 | $927.60 | 20.43M |
| Sep 14, 2026 | $906.03 | $932.21 | $902.60 | $924.03 | 27.14M |
| Sep 11, 2026 | $993.195 | $993.99 | $967.38 | $975.26 | 21.74M |
| Sep 10, 2026 | $997.00 | $999.00 | $973.50 | $977.41 | 26.23M |
| Sep 9, 2026 | $998.805 | $1,042.40 | $992.29 | $1,027.77 | 23.81M |
| Sep 8, 2026 | $1,036.40 | $1,041.07 | $997.62 | $1,000.26 | 26.6M |
| Sep 4, 2026 | $971.335 | $1,017.77 | $969.00 | $1,016.59 | 35.25M |
| Sep 3, 2026 | $956.91 | $959.76 | $918.8801 | $958.16 | 24.18M |
| Sep 2, 2026 | $930.825 | $958.00 | $927.1569 | $956.08 | 21.44M |
| Sep 1, 2026 | $941.125 | $969.44 | $922.39 | $933.44 | 27.76M |
| Aug 31, 2026 | $931.39 | $959.9699 | $930.79 | $958.73 | 22.57M |
| Aug 28, 2026 | $919.29 | $946.7999 | $909.09 | $932.86 | 22.89M |
| Aug 27, 2026 | $967.01 | $968.71 | $906.89 | $935.39 | 28.84M |
Latest MU news
The latest Smart Investors Daily articles mentioning MU.
Stock researchCompany · Overview
MU research
Overview
Company profile and research snapshot.
Company profile
Micron is one of the largest semiconductor companies in the world, specializing in memory and storage chips. Its primary revenue stream comes from dynamic random access memory, or DRAM, and it also has minority exposure to not-and or NAND, flash chips. Micron serves a global customer base, selling chips into data centers, mobile phones, consumer electronics, and industrial and automotive applications. The firm is vertically integrated.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $234.82
- Implied upside
- —
- Analysts
- 30
| Date | Firm | Rating | Target |
|---|---|---|---|
| Sep 24, 2026 | Rosenblatt | Buy | — |
| Sep 23, 2026 | Citigroup | Buy | — |
| Sep 23, 2026 | Wells Fargo | Overweight | — |
| Sep 18, 2026 | RBC Capital | Outperform | — |
| Aug 25, 2026 | Mizuho | Outperform | — |
News briefing
Generated Sep 25, 2026, 1:08 PM
Why Is MU Up Today? Wall Street Optimism on AI Memory Demand Offsets Valuation Questions
Micron Technology gained 0.81% today as Wall Street continues to champion the memory chipmaker's exposure to the AI boom, with multiple analyst revisions and price target increases providing support. However, the modest gains reflect investor caution about whether the significant upside potential is already priced into the stock, particularly as macro headwinds like rising yields and trade tensions create uncertainty.
Bottom line: Micron appears caught between compelling AI growth narratives and legitimate valuation concerns, as evidenced by the modest 0.81% gain despite multiple bullish analyst calls. Investors should monitor upcoming earnings for proof that AI demand justifies current valuations, while remaining alert to macro risks including trade tensions, rising yields, and sector competition that could pressure memory chip pricing.
Yahoo · Sep 25, 2026
Prediction: $5,000 Invested in Micron Today Will Be Worth This Much by 2030
Micron has already delivered huge gains. Can its AI memory boom keep going through 2030, or is the stock getting ahead of itself?
Yahoo · Sep 24, 2026
Forget Betting on Micron Alone: The $26B Memory ETF Owns MU, SK Hynix, and Samsung at a September Discount
Micron has handed investors a spectacular run, but concentrating that bet on one company's fab schedule carries risks that most MU bulls haven't fully priced in. A $26 billion fund quietly packages the entire memory oligopoly into a single ticker, and it just got cheaper.
Yahoo · Sep 24, 2026
Western Digital, FormFactor, Penguin Solutions, Himax, and Power Integrations Shares Are Falling, What You Need To Know
A number of stocks fell in the morning session after benchmark 10-year U.S. Treasury yields rose above 5.1%, renewing pressure on high-multiple technology valuations. The pullback follows a six-session climb that had lifted the Philadelphia Semiconductor Index by 14% since the start of the week, according to Nasdaq index data.
AI research layers
Interpretive context generated from the platform’s current data sources.
Micron Technology Stock Performance
Micron Technology shares have demonstrated substantial momentum across multiple timeframes, with the stock trading at $1,080.53 per SID market data. Over the trailing twelve months, MU has surged approximately 361.0%, significantly outpacing broader semiconductor indices. The one-month return stands at 17.73%, while the three-month gain registers at a more modest 2.23%, suggesting recent acceleration in buying pressure. Technical indicators confirm the bullish trend structure, with the stock trading well above both its 50-day moving average of $933.51 and its 200-day moving average of $670.26, per Massive/Polygon data. The 14-day relative strength index reads 64.2, approaching overbought territory but still within a neutral-to-bullish range. Average daily volume of approximately 26.4 million shares reflects robust liquidity, while the stock's beta of 1.548 indicates meaningfully higher volatility relative to the broader market. The current market capitalization stands at approximately $288.4 billion.
Micron Technology Valuation Analysis
Micron Technology currently trades at a price-to-earnings ratio of 33.78, reflecting elevated expectations for continued earnings growth driven by AI-related memory demand, per SID market data. However, the PEG ratio of 0.92 suggests the stock remains reasonably valued relative to its projected earnings growth rate, falling below the commonly referenced fair-value threshold of 1.0. The price-to-book ratio stands at 5.33, a premium to historical levels for memory semiconductor manufacturers, according to SEC filings. Micron offers a modest dividend yield of approximately 0.18%, indicating the company prioritizes capital reinvestment and share repurchases over income distributions. Within the broader technology sector, Micron's valuation metrics reflect the market's repricing of memory producers as beneficiaries of accelerating data center and artificial intelligence infrastructure buildouts. The combination of a sub-1.0 PEG ratio alongside a mid-30s P/E ratio positions Micron as a growth-at-reasonable-price candidate within its peer group.
Smart Money Activity for MU
Micron Technology's composite smart money score stands at 55 out of 100, generating a neutral overall signal per SID market data. Institutional positioning represents the strongest component, scoring a perfect 25 out of 25, indicating maximum conviction from large fund managers based on 13F institutional filings. Congressional trading activity scores 17.6 out of 25, suggesting above-average legislative interest in MU shares. Dark pool activity registers at 12.5 out of 25, reflecting moderate off-exchange institutional order flow. The most notable divergence emerges from insider behavior, which scores 0 out of 25. According to SEC Form 4 filings, corporate insiders executed 20 transactions over the past 90 days, all of which were sales with zero insider purchases recorded during the period. This unanimous selling pattern among company officers and directors contrasts sharply with the strong institutional accumulation signal. The absence of any insider buying during a period of significant price appreciation warrants monitoring, as it may reflect routine diversification rather than directional conviction.
Micron Technology Earnings Outlook
Micron Technology delivered a significant earnings beat in its most recently reported quarter ending June 2026, posting actual earnings of $25.11 per share against analyst estimates of $20.20, representing a positive surprise of $4.91 or approximately 24.3%, according to company earnings reports. Forward consensus estimates project continued earnings expansion, with analysts modeling $31.26 for the September 2026 quarter and $31.50 for the subsequent period, per analyst estimates. The sequential trajectory from $25.11 to an estimated $31.26 implies roughly 24.5% quarter-over-quarter growth, underscoring expectations for sustained demand strength in high-bandwidth memory and data center DRAM products. An earlier quarter carried an estimate of $8.42, highlighting the dramatic earnings ramp Micron has experienced throughout fiscal 2026. The upward earnings trajectory aligns with broader industry tailwinds from AI server deployments requiring increasingly dense memory configurations across hyperscale data center customers.
Wall Street Analyst Ratings for MU
Wall Street consensus on Micron Technology remains uniformly bullish, with all five most recent analyst actions reiterating positive ratings, per Wall Street analyst reports. On September 24, 2026, Rosenblatt maintained its Buy rating, followed by Citigroup reaffirming Buy and Wells Fargo sustaining its Overweight recommendation on September 23. RBC Capital reiterated its Outperform rating on September 18, while Mizuho maintained Outperform on August 25, according to SID consensus data. Notably, none of the recent analyst updates represented downgrades or initiations at neutral or underweight levels, and each action maintained a prior equivalent rating, suggesting sustained long-term conviction rather than reactionary upgrades. The breadth of coverage from both bulge-bracket firms such as Citigroup and Wells Fargo alongside specialized technology-focused analysts like Rosenblatt reflects deep institutional research interest. The consistency of Buy-equivalent ratings across multiple firms over the past 30-day window indicates broad sell-side alignment on Micron's fundamental growth trajectory in memory and storage markets.
