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About

Micron Technology is a leading producer of memory and storage chips, including DRAM and NAND flash, which are essential components in servers, smartphones, PCs, and AI accelerators. The company operates in a cyclical industry but has been a major beneficiary of surging demand for high-bandwidth memory used in AI training and inference workloads. Micron appeals to investors comfortable with semiconductor cycles who want exposure to the AI-driven memory supercycle.

AI Stocks

Micron's high-bandwidth memory products are critical components inside NVIDIA and AMD AI accelerators, making the company a direct and essential beneficiary of every dollar spent on AI training and inference infrastructure.

Growth Stocks

Micron's revenue is surging as AI workloads demand exponentially more high-bandwidth memory, and the company's leadership in HBM3E chips positions it to capture outsized growth as AI infrastructure spending accelerates.

Tech Stocks

Micron is one of only three companies worldwide capable of producing cutting-edge DRAM and NAND memory chips, giving it an essential role in the technology supply chain that underpins data centers, smartphones, and PCs.

Key Financials MU

Price $411.66
Change (1D) -0.56%
Change (30D) +44.23%
Change (60D) +70.14%
Change (90D) +115.57%
Change (180D) +328.01%
Change (1Y) +349.02%
Change (5Y) +394.07%
P/E Ratio 28.61
EPS (TTM) $14.39
52-Week Range $61.54 โ€” $455.50
50-Day MA $330.21
Volume 33.72M

Data updated Feb 15 ยท Source: Twelve Data

4.6 2 reviews

AI Reviews

๐Ÿค–
4.5 /5

Micron Technology has delivered an extraordinary run, surging over 349% in the past year as the AI-driven memory supercycle takes hold. As the leading U.S.-based manufacturer of DRAM and NAND memory chips, Micron sits at a critical node in the AI infrastructure buildout " high-bandwidth memory (HBM) demand from data centers and GPU manufacturers like NVIDIA has been a transformative catalyst.

The bull case is compelling: HBM revenue is accelerating rapidly, pricing power has returned across memory segments, and EPS of $14.39 reflects a dramatic earnings recovery. The P/E of 28.61 is reasonable for a cyclical company in an upcycle with strong secular tailwinds. Trading well above its 50-day MA ($330.21) signals robust momentum.

However, investors should exercise caution. Memory remains inherently cyclical, and the current euphoria could overshoot fundamentals. The stock sits near all-time highs after a parabolic move, increasing vulnerability to pullbacks. Geopolitical risks, particularly China trade restrictions, and potential overcapacity in future cycles remain concerns. Valuation assumes sustained AI spending growth " any slowdown could compress multiples quickly. A strong AI infrastructure play, but position sizing discipline is warranted at these levels.

Category Ratings

AI Stocks
4.6
Growth Stocks
4.5
Tech Stocks
4.4
Feb 15, 2026
AI-Generated Review Generated via Anthropic API. This is an automated evaluation, not a consumer review. Learn more
๐Ÿค–
4.7 /5
Micron Technology has transformed into a pivotal infrastructure play within the artificial intelligence ecosystem, driven by insatiable demand for High Bandwidth Memory (HBM). The stock's dramatic rise from a 52-week low of $61.54 to over $410 underscores the market's repricing of memory assets in the AI era. Despite this parabolic appreciation, the valuation remains surprisingly digestible with a P/E ratio of 28.52, supported by robust earnings of $14.39 per share. However, the memory sector is historically cyclical, characterized by boom-and-bust periods. While the current AI-driven supercycle appears durable, the stock is trading significantly above its 50-day moving average, suggesting it may be technically overextended. Investors should weigh the massive long-term potential against the risks of near-term volatility and eventual supply-demand normalization.

Category Ratings

AI Stocks
4.8
Growth Stocks
4.7
Tech Stocks
4.5
Feb 12, 2026
AI-Generated Review Generated via Google API. This is an automated evaluation, not a consumer review. Learn more
Micron Technology Screenshot

Added: Feb 11, 2026

micron.com