MU
Snapshot
mcap $1.0T · fwd P/E 5.9 · rev +346% y/y · margin 56% · short 2.7% of float · beta 2.2 · 70% of 52w range
Active theses holding MU
Recent news
Ashva Capital Highlights Micron's AI-Driven Cycle Shift
Ashva Capital Management, in its Q2 2026 investor letter, highlighted Micron Technology as its largest position, noting the semiconductor company's potential for an AI-driven cycle shift. Despite memory semiconductors' h
Aug 11, 2026
Micron faces uncertainty amid AI-driven demand and software innovation risks
Micron faces uncertainty as AI-driven demand for memory chips surges, with a low P/E ratio and strong profits attracting bulls who see a buying opportunity, while bears like Michael Burry short the stock. The cyclical pe
Aug 11, 2026
Micron Upgrade: AI Memory Supercycle Still Has Room to Run
Micron Technology has entered a steep bear market despite benefiting from structural AI-driven demand and robust pricing power. The company's free cash flow margins are projected to remain high, supported by long-term ag
Jul 29, 2026
Analyst Keeps $2,200 Target on Micron Despite 27% Monthly Drop
Micron Technology (MU) trades at $820.53, down 27% in a month after ChangXin Memory Technologies' Shanghai IPO surged 466% to a $487 billion valuation, sparking a sector-wide selloff. Despite this, Micron's Q3 fiscal 202
Jul 29, 2026
Micron Stock Offers Differentiated Return With SCAs
Micron Technology (MU) surged 16.1% over five trading days while the S&P 500 fell 1.7%, following record earnings and a strong outlook from a late June earnings call. Over five years, the stock has a 69% annualized retur
Jul 24, 2026
Micron's AI-driven surge: Is the stock's premium too high?
Micron Technology's stock has surged over 749% in the past year, though it has recently pulled back to around $959.48. The company trades at a premium 44.8 times earnings, higher than rival NVIDIA's 32.3 multiple, but it
Jul 21, 2026
Chip stock rout overlooks strong fundamentals, JPMorgan says
JPMorgan has issued a bullish call on semiconductor stocks amid a summer rout, arguing that strong fundamentals will soon support a floor. The iShares Semiconductor ETF (SOXX) has fallen 13% in the past month, driven by
Jul 20, 2026
Memory, Neocloud Stocks Rise After Brutal AI Selloff
Shares of memory firms and neocloud operators rose slightly in overnight trading Sunday, offering relief after a brutal week for AI-linked stocks. Micron gained 2.5%, while SanDisk and Western Digital rose about 1% each,
Jul 19, 2026
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