Micron Technology's NAND revenue is now dominated by data center SSDs, which make up over 70% of sales and are fueling rapid growth. Enterprise SSD demand is expected to increase by more than 80% this year, offsetting weakness in consumer NAND and supporting strong pricing. This strategic shift enhances Micron's business resilience, with recent quarters showing improved revenue and margins. The analyst maintains a Buy rating with a $1,500 fair value, reflecting confidence in the durability of Micron's NAND earnings.
Micron Technology trades at USD 1,026.95 on Pluang as of Oct 07, 2026 16:11 WIB, down 1.78% in one day. The stock's market cap stands at $1.20 trillion with a 52-week high of $1.21K. Pluang data shows a typical hold time of 48 days and a balanced order activity of 56% Sell and 44% Buy, reflecting mixed investor sentiment amid the company's NAND market shift.
Micron Technology received a BUY rating with a $1,360 price target, suggesting 27% potential upside. The company reported a significant revenue surge of 256% year-over-year in FY2026, with DRAM revenues exceeding $100 billion and free cash flow reach...
SK Hynix shares fell 4% ahead of its Q3 2026 earnings report due to concerns over currency effects and higher worker bonuses, despite strong demand for memory chips driven by AI and tight supply conditions. Micron Technology's recent results showed s...
Micron Technology reported a record-breaking quarter with strong revenues, margins, and a solid balance sheet, leading to raised guidance. Strategic customer contracts secure over 35% of revenue through 2030, enhancing visibility and pricing power in...
Micron has achieved record revenue, primarily fueled by rising DRAM prices and strong demand from AI and data center sectors. This revenue growth is mainly due to pricing rather than increased sales volume, supported by strategic agreements with key ...
Micron's Q4 earnings revealed a sharp slowdown in DRAM and NAND revenue growth, with DRAM average selling price growth dropping from 62% to 19%. The company expects gross margins to decline due to more moderate price increases and higher capital expe...
