1 AI Stock to Buy Before the Market Realizes Its Mistake

1 week ago 8

Rich Duprey

Tue, March 24, 2026 astatine 11:09 AM CDT 4 min read

Micron (MU) posted Q2 FY26 gross of $23.86B (beating estimates by 18.8%), non-GAAP EPS of $12.30 (32.1% supra consensus), and guided Q3 gross to $33.5B with non-GAAP EPS of $9.5, with HBM4 proviso wholly sold retired and Cloud Memory gross soaring 163% twelvemonth implicit twelvemonth to $7.749B.
Micron trades astatine 8x guardant net portion the assemblage averages 25x, contempt 109% projected yearly net maturation implicit 5 years and analysts expecting 900% net maturation adjacent quarter, creating a valuation disconnect that has drawn 34 of 38 expert bargain oregon beardown bargain ratings with a $453.55 statement terms target.
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Micron Technology (NASDAQ:MU) conscionable delivered 1 of the astir lopsided net beats successful the semiconductor sector's caller history. Yet the banal has pulled backmost 15% implicit the past week and sits astir 16% beneath its 52-week precocious of $471.34. The spread betwixt what Micron's numbers accidental and what the marketplace is pricing successful has drawn important expert attention.

In fiscal Q2 2026, Micron posted gross of $23.86 billion, beating estimates of $20.07 cardinal by 18.8% and rising 196.4% twelvemonth implicit year. Non-GAAP EPS came successful astatine $12.30, clearing the $9.31 statement estimation by 32.1%. GAAP gross borderline expanded to 74.4% from 36.8% a twelvemonth earlier, and escaped currency travel surged to $6.9 billion. CEO Sanjay Mehrotra was direct: "Micron acceptable caller records crossed revenue, gross margin, EPS, and escaped currency travel successful fiscal Q2."

The guardant representation is arsenic striking. Micron guided Q3 FY26 gross to $33.5 billion, positive oregon minus $750 million, with non-GAAP EPS of $19.15, positive oregon minus $0.40 and non-GAAP gross borderline of 81.0%. Mehrotra added successful regards to Micron's Q3 outlook and beyond: "In the AI era, representation has go a strategical plus for our customers, and we are investing successful our planetary manufacturing footprint to enactment their increasing demand."

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At a existent terms adjacent $394, Micron trades astatine a trailing P/E of 19x and a guardant P/E of 4x. The PEG ratio sits astatine 0.259, signaling a maturation banal trading good beneath its net trajectory. Per a anterior analysis, Micron trades astatine 9.6x guardant net compared to a assemblage mean of 25x, contempt analysts forecasting 109% yearly net maturation implicit the adjacent 5 years.

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