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MU Micron Technology, Inc.

USTechnology
$979.30-1.24%ClosedMarket Cap: $1.11T

As of 2026-07-10 16:00

Why MU matters now

Micron Technology, Inc. (MU) is a US stock in Technology. The latest InvestLog snapshot shows $979.30 with -1.24% on the session and $1.11T in market capitalization; recent performance reads 1-month +62.29% and YTD +297.32%.

The latest financial table shown here is Q2 2026, with revenue of $23.86B, net income of $13.79B, and EPS of $12.08. Investors can compare that operating picture with valuation signals such as P/E 17.66 and FCF yield 0.8%.

InvestLog's latest related AI research is a AI Supply Chain note titled "MU Micron AI supply-chain watch: HBM memory". The latest indexable market news headline is "Micron: This Cycle Is Different" from Seeking Alpha.

Additional event context on this page matters because analyst consensus is Buy with a median target of $1,187.50; recent insider activity includes Bjorlin Alexis filing ; recent congressional disclosure data includes Ro Khanna Sale. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

17.66

PEG

0.04

P/B

17.61

P/S

22.00

EV/EBITDA

34.38

DCF Value

$443.34

FCF Yield

0.8%

Div Yield

0.0%

Margins & Returns

Gross Margin

58.4%

Operating Margin

48.5%

Net Margin

41.5%

ROE

40.8%

ROA

23.8%

ROIC

27.7%

Financials

PeriodRevenueNet IncomeEPS
Q2 2026$23.86B$13.79B$12.08
Q1 2026$13.64B$5.24B$4.60
Q4 2025$11.31B$3.20B$2.83
FY 2025$37.38B$8.54B$7.59

Analyst Ratings

Consensus

Buy

Target (Consensus)

$1,092.05

Target (Median)

$1,187.50

Target Range

$330.00 - $1,625.00

Strong Buy: 9Buy: 30Hold: 4Sell: 1Strong Sell: 0
WedbushOutperform
2026-06-18
RosenblattBuy
2026-06-18
StifelBuy
2026-06-18
CitigroupBuy
2026-06-17
Deutsche BankBuy
2026-06-17

Trading Activity

Insider Trades

Bjorlin Alexisdirector
Sell2026-06-11
Bjorlin Alexisdirector
Sell2026-06-11
MEHROTRA SANJAYdirector, officer: President and CEO
Sell2026-06-02
MEHROTRA SANJAYdirector, officer: President and CEO
Sell2026-06-02
MEHROTRA SANJAYdirector, officer: President and CEO
Sell2026-06-02

Congress Trades

Ro KhannaSell
2026-06-11
Gilbert CisnerosSell
2026-06-09
Josh GottheimerBuy
2026-06-04
Ro KhannaSell
2026-05-13
Dwight EvansSell
2026-04-21

Related AI Research

AI Supply ChainJul 9, 2026

MU Micron AI supply-chain watch: HBM memory美光科技(MU)AI 产业链观察:HBM memory

On July 8, 2026, Zacks Investment Research published a report noting that Micron Technology (NYSE: MU) and its partner Ford both earned a spot on the Zacks Rank #1 (Strong Buy) list.2026年7月8日,扎克斯特投资研究发布报道称,美光科技(NYSE: MU)与其合作伙伴福特双双跻身扎克斯评级#1(强力买入)榜单。美光是全球人工智能供应链核心的高带宽内存(HBM)制造商,该信号将两家企业的合作关系与AI内存需求直接挂钩。

AI Supply ChainJul 7, 2026

MU Micron AI supply-chain watch: HBM memory美光科技(MU)AI 产业链观察:HBM memory

On July 7, 2026, Seeking Alpha published an analysis article titled Why Micron Breaks the Classic Semiconductor Cycle View.2026年7月7日,Seeking Alpha发布标题为《Why Micron Breaks The Classic Semiconductor Cycle View》的分析文章,美光科技(NYSE: MU)作为AI供应链中的高带宽内存(HBM)核心供应商,该文章提出其业务正在脱离传统半导体周期的波动逻辑。

AI Supply ChainJul 5, 2026

MU Micron AI supply-chain watch: HBM memory美光科技(MU)AI 产业链观察:HBM memory

On July 5, 2026, The Motley Fool published an analysis article titled Is Micron Technology Stock Going to $1,500? The Bull Case Is Stronger Than You Think.2026年7月5日,The Motley Fool发布标题为《Is Micron Technology Stock Going to $1,500?The Bull Case Is Stronger Than You Think.》的分析文章,美光科技(MU,美股上市)作为AI供应链中的高带宽内存(HBM)核心供应商,该文章聚焦其股价冲击1500美元的看涨逻辑。

Latest News

Micron: This Cycle Is DifferentSeeking Alpha · 2026-06-30

Company Info

Sector

Technology

Industry

Semiconductors

Country

US

Exchange

Beta

2.17

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.