Deutsche Bank Applauds Micron’s (MU) Consistent Execution and Technical Leadership Following Record Results

Micron Technology Inc. (NASDAQ:MU) is 1 of the best performing S&P 500 stocks successful 2025. On December 18, Deutsche Bank raised the firm’s terms people connected Micron to $300 from $280 portion keeping a Buy standing connected the shares. Following different stunning net study and outlook, Deutsche Bank noted that Micron has exceeded adjacent the astir ambitious marketplace expectations. The steadfast highlighted peculiar spot successful pricing and gross margins and asserted that the company’s accordant method execution and superior subject are driving a displacement wrong the representation industry.

In its FQ1 2026 net report, Micron Technology announced that it achieved full gross of $13.6 billion, which is simply a 57% summation year-over-year, driven by an detonation successful AI-driven demand. Profits importantly exceeded expectations, with a non-GAAP EPS of $4.78, which was up 58% sequentially. The company’s maturation was broad-based crossed its concern units. DRAM gross reached $10.8 cardinal (79% of full sales), portion NAND gross deed $2.7 billion.

A large item of the study was Micron’s dominance successful the HBM market. The institution has already finalized terms and measurement agreements for its full calendar 2026 HBM supply, including the upcoming HBM4, which is scheduled to ramp with precocious yields successful FQ2 2026. Micron present forecasts that the TAM for HBM volition scope $100 cardinal by 2028. Looking up to FQ2, Micron projects a gross of $18.7 cardinal and a non-GAAP EPS of $8.42, signaling continued acceleration done the remainder of the fiscal year.

Micron Technology Inc. (NASDAQ:MU) designs, develops, manufactures, and sells representation and retention products successful the US, Taiwan, Singapore, Japan, Malaysia, China, India, and internationally.

While we admit the imaginable of 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.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.

While we admit the imaginable of 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.