MU
Snapshot
mcap $1.1T · fwd P/E 6.2 · P/S 12.0 · rev +346% y/y · margin 56% · short 2.7% of float · beta 2.2 · earnings in 29d · 74% of 52w range
Active theses holding MU
Recent news
Micron Tech Gains on Earnings Upgrades, MD Sass Says
Micron Technology (NASDAQ:MU) shares gained 14% in the month ending August 28, 2026, closing at $932.86, with a 694.6% rise over 52 weeks and a $1.05 trillion market cap. The stock was a key contributor to MD Sass Concen
Aug 31, 2026
Sandisk and Micron Are Dirt Cheap, Primed to Skyrocket
Sandisk and Micron, two of the best-performing S&P 500 stocks in 2026 with returns of nearly 600% and 250% respectively, are still considered undervalued despite being down 35% and 20% from their all-time highs. The memo
Aug 28, 2026
Micron downgraded to Hold on valuation and competition fears
Micron Technology was downgraded to Hold due to stretched valuation and intensifying competition, despite structural improvements from strategic customer agreements. The company's recent earnings surge was driven almost
Aug 24, 2026
Sandisk Expands into NAS to Challenge Micron and Seagate
Sandisk has entered the network-attached storage (NAS) market with two new SSDs, the NAS 600 (SATA) and NAS 800 (NVMe PCIe 5.0), targeting prosumers, creative professionals, and small businesses. The NAS 600 offers seque
Aug 21, 2026
Micron Stock Could Be Major AI Winner Through 2027; Fairly Valued
Micron Technology, whose stock has surged 228% year-to-date and 669% over the trailing year, is deemed fairly valued with a 12-month price target of $966.70, implying 3.16% upside. The company posted record fiscal Q3 rev
Aug 21, 2026
Citadel's $4B AI Stock Selloff Raises Questions on Market Pressure
The SEC has subpoenaed Goldman Sachs, JP Morgan, Citigroup, and Bank of America for information on their role in the near-collapse of AI-focused hedge fund Situational Awareness, which plunged from about $45 billion to a
Aug 21, 2026
Micron Tops $1,000 as AI May Break Memory Chip Cycles
Micron Technology, whose stock has surged 665.88% over the past year to around $932.86—down from a 52-week high of $1,254.81—is navigating a crossroads between a historic AI-driven memory boom and emerging cyclical risks
Aug 18, 2026
Micron stock falls despite record revenue guidance on long-term deals
Micron stock fell 7.3% after management issued record Q4 revenue guidance of $50 billion on June 24, 2026, signaling market skepticism despite long-term Strategic Customer Agreements covering 20% of DRAM and a third of N
Aug 17, 2026
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