Micron Technology, Inc. (MU)

NASDAQ: MU · USD

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StockMarketAgent Research · Analyzed 2026-09-09

Our latest published analysis: MU rated Strong Buy

Micron Technology, Inc.'s published Strong Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.

Fair value

$1,794 / share

Potential value

$2,251 / share

Upside to FV

+79.4%

Moat

1/10

None

Read full analysis →View archive · 24mo

9-phase methodology · same model in each published edition

Market cap	$1.15T
P/E (forward)	6.2x

Market data

Price

Recent price action with selectable time range.

Financial snapshot

P/E (forward): 6.2x
Market cap: $1.15T

Item	P1	P2	P3	P4	P5	Trend
Period	2022-09-01	2023-08-31	2024-08-29	2025-08-28	2026-08-31	Trend
Revenue	$30.76B	$15.54B	$25.11B	$37.38B	—	+6.7%
Gross profit	$13.90B	$-1.42B	$5.61B	$14.87B	—	+2.3%
Operating income	$9.70B	$-5.75B	$1.30B	$9.77B	—	+0.2%
Net income	$8.69B	$-5.83B	$778.0M	$8.54B	—	-0.6%
EPS (diluted)	$7.75	$-5.34	$0.70	$7.59	$41.87	+52.5%
EBITDA	$16.74B	$2.21B	$8.94B	$18.49B	—	+3.4%
R&D	$3.12B	$3.11B	$3.43B	$3.80B	—	+6.8%
SG&A	$1.07B	$920.0M	$1.13B	$1.21B	—	+4.2%

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AAPL	Apple Inc.	—	—	—	—	—	—	매도
ABNB	Airbnb, Inc.	—	—	—	—	—	—	매도
ADBE	Adobe Inc.	—	—	—	—	—	—	적극 매수
ACN	Accenture plc	—	—	—	—	—	—	보유
ADI	Analog Devices, Inc.	—	—	—	—	—	—	매도
AI	C3.ai, Inc.	—	—	—	—	—	—	매도

Base and Bull scenarios

Base55%

Price target

$1,794.21

+79.4% from spot

Fair value requires reported revenue and actual diluted EPS to support their forecast bases, while free cash flow rises above FY2025. A revenue, margin, or cash miss by FY2027 would disconfirm this path.

FY2027 revenue reaches the base-case checkpoint, while adjusted earnings and free cash flow confirm that sales are becoming profit and cash.

Bull20%

Price target

$2,250.58

+125.0% from spot

Potential value requires FY2027 adjusted earnings to hold and annual free cash flow to rise from FY2025. This path fades if sales or cash after investment weakens.

FY2027 sales approach the analyst mean while the earnings estimate remains supported.
Broad segment profit is accompanied by stronger free cash flow after investment.

Sensitivity: Ke × terminal growth

The highlighted cell is Fair value when every assumption sits at its base level ($1,794.21). Each row and column shows what Fair value becomes when one assumption moves.

Ke ↓ / g →	2.0%	2.5%	3.0%	3.5%	4.0%
9.3%	$2,056	$2,123	$2,199	$2,289	$2,396
10.3%	$1,869	$1,917	$1,972	$2,035	$2,108
11.3%	$1,717	$1,754	$1,794	$1,840	$1,892
12.3%	$1,592	$1,620	$1,651	$1,685	$1,724
13.3%	$1,486	$1,508	$1,532	$1,559	$1,589

Scorecard

Published factor rows and weighted composite

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Forward P/E6.2

P25 n/aP50 n/aP75 n/a

Trailing P/E23

P25 n/aP50 n/aP75 n/a

ROEn/a

P25 n/aP50 n/aP75 n/a

ROICn/a

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

Deeper analysis on MU

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

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Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

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Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

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Scorecard

Quote this valuation with its source: Fair value, Potential value and the price at analysis.

Frequently asked questions

About this MU report

What is the latest published MU stock rating?

Micron Technology, Inc. is shown with Strong Buy in the latest published report, analyzed 2026-09-09. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full MU analysis?

The full latest published report, analyzed 2026-09-09, lives at /stocks/MU/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.

What fair value is used for MU?

The latest published report analyzed 2026-09-09 gives MU a fair value of USD 1,794 and a potential value of USD 2,251. These are dated research outputs, not live market prices; review the valuation assumptions, sensitivity analysis, and material risks before making a decision.

How often is the MU page updated?

The hub selects the latest published stock report regardless of age and displays its analysis date (2026-09-09). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.

Strong BuyMU · Fair value $1,794+79.4%

Read full analysis →

Category	Score	Reading
Valuation	9.5
Management	7.5
Balance Sheet	8.5
Profitability	8.5
Revenue Growth	9.0
Risk Assessment	7.0
Competitive Moat	1.0
Earnings Quality	9.0
Capital Efficiency	7.5

Micron Technology, Inc. (MU)

Our latest published analysis: MU rated Strong Buy

Price

Financial snapshot

Fair-value bridge

Latest news · MU

Valuation

Base and Bull scenarios

Sensitivity: Ke × terminal growth

Scorecard

Next earnings

Sector percentile context

Deeper analysis on MU

Frequently asked questions

등급 이력