Top analyst resets price target on Micron stock

Bernstein has conscionable dropped a bold instrumentality connected Micron Technology (MU), bumping its terms people to $330 from $270, with the banal already trading adjacent $315 (near grounds highs).

The upgrade comes astatine a clip erstwhile Micron banal has been connected a singular run, delivering a staggering 262% return past year.

Clearly, the representation bellwether has been a wide anomaly successful the AI spot commercialized of late.

Over the past 3 months alone, the banal is up over 72%, portion AI giants similar Nvidia person hardly budged.

At a constituent erstwhile investors are skeptical of tech stocks, Micron has been an implicit monster.

Bernstein’s reasoning is elemental yet powerful.

Wall Street pundits judge that representation pricing is increasing astatine a accelerated pace, arsenic request for AI continues to grow, and proviso enlargement remains mostly constrained.

That uncommon operation positions Micron arsenic a unsocial semiconductor banal with genuine, sustained pricing power.

Having covered tech and AI for the longest time, this divergence usually signals that the marketplace is recognizing wherever the existent leverage sits.

Clearly, Micron is winning from an wholly antithetic furniture of the AI stack, wherever it’s selling the bottleneck (memory) and not the flashy GPUs.

And close now, request is going head-on with constricted supply, powering explosive results.

Even aft Micron’s unthinkable rally, aggregate big-name analysts spot country to the upside, though that spread is narrowing.

More AI Stocks:

• Morgan Stanley sets jaw-dropping Micron terms people aft event

• Bank of America updates Palantir banal forecast aft backstage meeting

• Morgan Stanley drops eye-popping Broadcom terms target

• Nvidia’s China spot occupation isn’t what astir investors think

• Bank of America sets AI stocks to bargain database for 2026

That said, here’s a database of the latest expert terms targets connected 4.Micron stock, keeping successful caput its existent stock terms of astir $315:

• Rosenblatt: $500 terms people (+58.7%) — says AI has efficaciously turned representation into a must-have layer.

• BofA Securities: $300 terms people ( -4.7%) — raised Micron banal to Buy from $250.

• JPMorgan: $350 terms people (+11.1%) — kept Overweight aft Micron’s blowout quarterly showing, reinforcing the AI-memory supercycle view.

• Morgan Stanley: $350 terms people (+11.1%) — stayed bullish portion lifting the barroom connected DRAM net powerfulness into 2026–27.

• HSBC (initiation): $330 terms people (+4.8%) — launched sum astatine Buy, framing Micron arsenic a captious beneficiary of choky AI-memory supply.

• KeyBanc: $325 terms people (+3.2%) — reiterated Overweight, arguing AI/data halfway request continues outstripping proviso portion pushing pricing higher