AInvest Newsletter
Daily stocks & crypto headlines, free to your inbox
Mizuho Analyst Recommends Buying Micron Shares Amid Pullback
ByAinvest
Thursday, Jul 17, 2025 8:07 pm ET1min read
Micron (MU) shares have pulled back, but Mizuho analyst Vijay Rakesh recommends buying the stock as a buying opportunity. The firm sees a strong second half of 2025 for Micron, driven by high bandwidth memory sales. Mizuho reiterates an Outperform rating and a $150 price target, citing improving sales and gross margins.
Micron Technology, Inc. (NASDAQ:MU) shares have experienced a recent pullback, but Mizuho Securities analyst Vijay Rakesh believes this presents a buying opportunity. The firm maintains an "Outperform" rating with a price target of $150, driven by the strong performance expected in the second half of 2025, particularly in high bandwidth memory (HBM) sales.The positive outlook is supported by Micron's Q3 2025 results, which saw record revenue and a significant increase in HBM revenue. The company's data center revenue more than doubled year-over-year, driven by strong demand for its DRAM and HBM chips. This growth is expected to continue, with Micron projecting $10.7 billion in revenue and a 41.0% gross margin for Q4 2025 [1].
Mizuho Securities highlights the company's expanding role in the AI market, with HBM market share projected to reach 25% by the end of 2025. The firm expects segment revenue to reach $17 billion in 2026, driven by the launch of HBM4 technology and improved pricing and bit shipments [2].
Analysts at Baird also remain bullish on Micron, increasing their price target to $200 while keeping an "Outperform" rating. The research firm points to accelerated gains in Micron's share of the HBM market and the company's progress in low-power DRAM as key growth drivers [3].
Despite the positive outlook, Micron faces competition in the AI market. However, the company's strong fundamentals and the increasing demand for memory in AI applications make it an attractive investment option.
References:
[1] https://finance.yahoo.com/news/deutsche-bank-initiates-coverage-micron-051041978.html
[2] https://finance.yahoo.com/news/mizuho-securities-maintains-outperform-rating-121945632.html
[3] https://finance.yahoo.com/news/baird-increases-micron-mu-pt-064845374.html
Ainvest News articles are AI-generated using advanced large language model (LLM) technology designed to analyze and synthesize publicly available data and news. While AI tools assist in producing initial drafts and insights, all AI generated content published on Ainvest is subject to comprehensive human editorial review before publication. A designated human editor reviews, verifies, and approves each article for factual accuracy, coherence, and compliance with AInvest Fintech Inc’s editorial and disclosure standards.
Despite these review procedures, the information provided may still contain inaccuracies, incomplete data, or time sensitive references due to the inherent limitations of AI generated analysis and evolving changes. The material is provided strictly for informational and educational purposes and does not constitute personalized investment, legal, or financial advice. Readers should independently verify all facts, figures, and statements before making any decision based on this content.
AInvest Fintech Inc. its affiliates, and partners accept no liability or responsibility for any direct or consequential losses arising from reliance on this content. All articles and analyses are subject to revision, update, or removal without prior notice to maintain accuracy and integrity in our publications.
Comments
No comments yet