Why Micron Stock Popped Again on Monday

• Wall Street analysts are lining up down Micron, raising terms targets crossed the board.

• DRAM profits look apt to grow dramatically.

• These 10 stocks could mint the adjacent question of millionaires ›

Micron (NASDAQ: MU) banal continues to outperform Monday aft its large Friday bounceback.

Last week, Mizuho raised its terms people connected Micron stock, citing choky DRAM machine representation supplies that could propulsion gross nett margins higher. This morning, respective much analysts chimed successful with words of enactment for the bargain thesis.

Micron is owed to study fiscal Q1 2026 net connected Dec. 17. Last week, Mizuho said DRAM prices are spiking, and request for NAND high-bandwidth representation (HBM) is connected the rise, arsenic artificial quality companies bargain heavy to enactment their AI functionality. Mizuho whitethorn person been among the archetypal to enactment this trend, but it isn't the lone one.

This morning, UBS expert Timothy Arcuri reiterated his bargain standing and $275 terms people connected Micron stock, predicting an net bushed arsenic "tightening supply" of DRAM prices leads to "DDR gross borderline surpassing HBM for the archetypal clip successful aboriginal C2026."

Susquehanna Bank and Bernstein SocGen raised their terms targets to $270 and $300 a share, respectively. And Bank of America expert Vivek Arya thinks this could beryllium much than conscionable a one-beat story. Arya says "the existent AI upcycle could beryllium much structural successful quality and sustainable." (BofA values Micron banal astatine $250, though).

Of peculiar note, BofA's Arya points retired that AI functions necessitate overmuch much representation to beryllium implanted successful servers than accustomed -- arsenic overmuch arsenic 2 times much representation successful general, and three times much DRAM (and DRAM is Micron's specialty).

The expert argues this could pb to "even greater (>3x) ... full gross profit" for Micron per server loaded with its DRAM. If that's true, adjacent expert forecasts for 29% semipermanent net maturation astatine Micron could crook retired to beryllium conservative.

Ever consciousness similar you missed the vessel successful buying the astir palmy stocks? Then you’ll privation to perceive this.

On uncommon occasions, our adept squad of analysts issues a “Double Down” stock recommendation for companies that they deliberation are astir to pop. If you’re disquieted you’ve already missed your accidental to invest, present is the champion clip to bargain earlier it’s excessively late. And the numbers talk for themselves:

• Nvidia: if you invested $1,000 erstwhile we doubled down successful 2009, you’d person $473,121!*

• Apple: if you invested $1,000 erstwhile we doubled down successful 2008, you’d person $53,035!*

• Netflix: if you invested $1,000 erstwhile we doubled down successful 2004, you’d person $540,587!*