What Makes Micron Technology (MU) a Bullish Stock?

2 hours ago 1

Soumya Eswaran

Fri, January 2, 2026 astatine 5:57 AM CST 3 min read

Chautauqua Capital Management, a part of Baird Asset Management, is simply a boutique concern steadfast that released its third-quarter 2025 capitalist missive for the “Baird Chautauqua International and Global Growth Fund”. A transcript of the missive tin beryllium downloaded here. Global equity markets delivered coagulated results successful the 3rd quarter, driven by the solution of important commercialized conflicts and a displacement successful U.S. monetary argumentation toward a much dovish stance. Baird Chautauqua International Growth Fund underperformed the benchmark, MSCI ACWI ex-U.S. Index - ND, successful the quarter, driven by banal enactment successful the accusation technology, financials, and industrials sectors, which detracted the astir from returns. The Baird Chautauqua Global Growth Fund besides trailed the benchmark, MSCI ACWI Index – ND, successful the 4th arsenic banal enactment successful the accusation technology, financials, and industrials sectors detracted the astir from returns. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Baird Chautauqua International and Global Growth Fund highlighted stocks specified arsenic Micron Technology, Inc. (NASDAQ:MU). Micron Technology, Inc. (NASDAQ:MU) is simply a exertion institution that designs, develops, manufactures, and distributes representation and retention products. The one-month instrumentality of Micron Technology, Inc. (NASDAQ:MU) was 25.93%, and its shares gained 226.82% of their worth implicit the past 52 weeks. On December 31, 2025, Micron Technology, Inc. (NASDAQ:MU) banal closed astatine $285.41 per stock with a marketplace capitalization of $321.23 billion.

Baird Chautauqua International and Global Growth Fund stated the pursuing regarding Micron Technology, Inc. (NASDAQ:MU) successful its 3rd 4th 2025 capitalist letter:

"Micron Technology, Inc. (NASDAQ:MU) raised its 4Q guidance for revenues, earnings, and margins, reflecting improved pricing, peculiarly successful DRAM. There is beardown AI information halfway request for high-bandwidth memory, with CY26 capableness already afloat sold out. Guidance for the adjacent 4th is supra consensus."

Micron Technology, Inc. (NASDAQ:MU) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 105 hedge money portfolios held Micron Technology, Inc. (NASDAQ:MU) astatine the extremity of the 3rd quarter, compared to 94 successful the erstwhile quarter. In the archetypal 4th of fiscal 2026, Micron Technology, Inc. (NASDAQ:MU) reported gross of $13.6 billion, up 21% sequentially and up 57% twelvemonth implicit year. While we admit the imaginable of Micron Technology, Inc. (NASDAQ:MU) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.