Micron Surges 1.07% on $1.81 Billion Volume-Driven Rally Climbs to 31st in Market Activity as Analysts Upgrade and HBM Demand Booms

Micron Technology (MU) rose 1.07% on August 27, 2025, with a trading volume of $1.81 billion, ranking 31st in market activity. The stock has drawn attention for its undervaluation relative to strong operational metrics and forward-looking guidance. Analysts highlight a forward P/E of 8.98 and a projected FY2025 EPS of $8.11, implying a P/E of 14.9. Recent upgrades from JPMorgan ($185), Needham ($150), and Rosenblatt ($200) underscore conviction in its long-term potential.

Micron’s strategic focus on High Bandwidth Memory (HBM) aligns with a 30–35% CAGR in demand through 2030, driven by datacenter expansion. The company is already sold out of 2025 HBM supply and advancing a $200 billion U.S. investment plan, including $150 billion for manufacturing and $50 billion for R&D. Its Idaho fab, expected to operationalize by mid-2027, reinforces its capacity to meet surging demand while maintaining robust free cash flow generation, with $3.1 billion in Q3 alone.

Analysts also note Micron’s liquidity position of $15.7 billion, enabling reinvestment in growth and shareholder returns. The stock’s valuation multiples, including a low PEG of 0.13 and an EV/EBITDA of 8.5, suggest strong value potential. While some hedge funds have reduced holdings, others have increased exposure, reflecting a mixed but overall constructive institutional outlook.

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