MU trades at just 6x forward earnings with $100 billion in contracted AI-memory revenue locked in through 2030, while 40 ***** ysts rate it a buy with zero sells.
Unlike WDC and STX, which have zero HBM exposure, Micron's Core Data Center unit posted 87% gross margins last quarter, a figure that neither competitor comes close to matching.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.
Micron Technology (NASDAQ:MU) stands out as the cleanest AI-memory exposure for long-horizon portfolios right now, and the math is not close. At $966.78 with a forward P/E of around 13, investors are being handed a hyperscaler-adjacent monopoly-like memory franchise at a value multiple. This is a rare valuation window on a company whose earnings power just tripled in a single fiscal year.
Micron's trailing P/E sits at 21, but the forward multiple is where the thesis crystallizes: 6. That reflects Q4 FY2026 guidance of $50 billion in revenue and $31 non-GAAP EPS, with gross margins of roughly 86%. Wall Street's average price target of $1,501.98 implies substantial upside, and the ***** yst tally reads nine Strong Buy ratings, 31 Buy ratings, five hold ratings and zero Sell ratings.
#ratings #exposure
Unlike WDC and STX, which have zero HBM exposure, Micron's Core Data Center unit posted 87% gross margins last quarter, a figure that neither competitor comes close to matching.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.
Micron Technology (NASDAQ:MU) stands out as the cleanest AI-memory exposure for long-horizon portfolios right now, and the math is not close. At $966.78 with a forward P/E of around 13, investors are being handed a hyperscaler-adjacent monopoly-like memory franchise at a value multiple. This is a rare valuation window on a company whose earnings power just tripled in a single fiscal year.
Micron's trailing P/E sits at 21, but the forward multiple is where the thesis crystallizes: 6. That reflects Q4 FY2026 guidance of $50 billion in revenue and $31 non-GAAP EPS, with gross margins of roughly 86%. Wall Street's average price target of $1,501.98 implies substantial upside, and the ***** yst tally reads nine Strong Buy ratings, 31 Buy ratings, five hold ratings and zero Sell ratings.
#ratings #exposure
4 days ago
