美光科技

Micron Technology: Mizuho Raises PT to $270 from $265, Maintains Outperform

Micron Technology

Nasdaq 100 Leaders: META Rises 4.3%, MU Falls 2.9%

Micron Technology's 15min chart sees MACD and KDJ death crosses.

Micron (MU) Stock Declines Amid Market Improvement: Analysts' Optimism and Earnings Outlook

Micron Technology's Strong Outlook Despite Memory Stocks Dip: Morgan Stanley Raises Price Target to $338

Catalyst<ul> <li>Most analysts rate MU Buy or Strong Buy, showing broad institutional optimism.</li></ul>Risk<ul> <li>Bearish signals are obviously dominant in the technical analysis (3 bearish vs 1 bullish).</li> <li>Fund flows show negative trends across all order size buckets, indicating outflows.</li></ul>

Key Factors

Micron Technology announced its strategic exit from the Crucial consumer memory business to focus on high-margin AI-driven enterprise markets. Morgan Stanley raised Micron Technology’s price target to $338, citing strong demand for AI infrastructure and high-bandwidth memory. Goldman Sachs raised Micron Technology’s price target to $205 from $180, maintaining a Neutral rating. Micron Technology plans to invest $9.6 billion in Japan to build an AI memory chip plant. Micron Technology’s DRAM revenue surged 68.7% YoY in Q4, driven by strong demand for HBM due to expanding AI workloads.

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