Micron Technology Inc. (MU) | Rumor.io

Micron Technology

Attention (50-day avg)6.19%

Attention rank (50-day avg)#3

Bullish sentiment (50-day avg)91%

Price to earnings ratio13.3

Market capitalization1.1T

Earnings per share74.3

Dividend yield (TTM)0.06%

Revenue (annual)37.4B

Net income (annual)8.5B

Social

What share of all stock conversation is about MU?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	4.12% -1.75	5.61% -5.53	7.54% +3.13	2.16% +1.92

Oct 14

Micron Technology ($MU) has strong profit margins nearing 70% and trades at a low valuation multiple of ~6x forward earnings.
Analysts are optimistic about Micron's future, with D.A. Davidson's Gil Luria raising his price target to $3,000, citing a growing understanding of the company's potential.
Elon Musk's recent praise for Micron's memory prices could have a positive impact on the company's stock price, and Micron's strong growth and demand for its products suggest a promising future.

Generated by AI

Sentiment

Of the messages about MU that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	73.54% +12.38	79.21% -12.92	91.56% +4.88	78.96% +4.99
Bearish	26.46% -12.38	20.79% +12.92	8.44% -4.88	21.04% -4.99

Bullish· Oct 14

Micron Technology, Inc. ($MU) trades at a low multiple of forward earnings (~6x) and trailing earnings (~14x), with profit margins nearing 70%.
Analyst Gil Luria raised his price target for Micron to a Street-high $3,000, citing strong growth and record numbers, and expects the company to continue posting strong demand for the next 2 years.
Micron's valuation is low, with a forward PE/EV by EBITDA ratio that is "ridiculously low," and the company has a high ROE/ROIC, making it an attractive buy opportunity despite recent market volatility.

Bearish· Oct 14

Micron Technology's (MU) earnings and price actions have been severely impacted, with a loss of $150B in four days and a 3x earnings multiple compared to major consumer goods companies.
The memory market is expected to be disrupted by China's CXMT, which is developing a server memory product that could threaten MU's market share.
Micron's (MU) stock price has been under pressure, with a series of lower lows and a potential crash below $906, which could lead to further losses.

Generated by AI

Topics

Of the messages about MU that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	4.41%	1.39%	0.62%	5.31%
Macro	54.64%	43.8%	38.19%	47.67%
Technical Analysis	9.86%	6.45%	7.91%	6.29%
Analysts	28.96%	33.29%	31.83%	26.85%
Earnings	1.44%	14.82%	21.36%	13.65%
Controversies	0.69%	0.26%	0.09%	0.22%

Earnings· Oct 12

Micron Technology ($MU) beat expectations by $3B, but the stock barely moved, leading some to speculate that the beat was priced in and the upside is already accounted for.
The company's strong earnings were driven by a 379% year-over-year increase in revenue to $54.23B and a record profit of $37.7B, with one analyst setting a price target of $3,000 on the stock.
The AI memory boom, driven by Micron's strong performance, has some analysts optimistic about the sector's future, but others warn that the bubble is about to burst and the market should be cautious.

Analysts· Oct 13

Micron Technology's stock (MU) dropped ~5% after CXMT announced next-generation 4F² server memory modules in Shanghai, prompting analysis of lithography limits, actual manufacturing yields, and retail investors' actions before earnings.
Analysts are bullish on Micron stock, with D.A. Davidson raising its price target to $3,000, a 187% jump from current levels, despite a Chinese competitor's progress briefly rattling the stock.
Micron's record fiscal Q4 2026 results and multi-year customer agreements create a genuine bull-versus-bear question: can the AI memory boom produce more durable earnings, or do extraordinary prices still conceal a powerful cycle?

Announcements· Oct 13

Micron's ($MU) board approved a new $35.16B share buyback program, which will start on December 9, after the CHIPS Act buyback limits end.
Micron ($MU) is growing with strong sales and earnings, and its investments could allow substantial production growth over the next several years, making it an attractive AI memory business.
Micron ($MU) has repeatedly stolen IP from CXMT, a Chinese memory chip company, which may be a key distinction the market is overlooking in the face of CXMT's smaller next-gen DDR5 design announcement.

Controversies· Jul 3

A fresh lawsuit has dropped a bombshell on Micron's stock price, but the exact details of the lawsuit are not specified in the provided posts.
US President Trump has claimed that Micron's stock price jumped 9 points after the company donated $250 million to his accounts, although this claim is not verified and Micron's share price actually slid almost 5% on the day.
There are also reports that Apple is exploring alternative memory suppliers, including Chinese companies, which could potentially impact Micron's business and stock price.

Macro· Oct 14

Micron Technology has been able to sustain high earnings despite a recent market downturn, with its stock price barely moving despite beating expectations by $3B.
The company's ability to maintain high margins and secure long-term contracts with customers may mitigate the threat of cheaper memory from China, with Micron's backlog already committed to 2031.
Analysts are divided on the market's perception of Micron's future prospects, with some viewing the recent decline as a buying opportunity, while others believe the market is looking beyond the latest numbers and focusing on the sustainability of memory demand.

Technical Analysis· Oct 14

$MU has retraced from 970, but the author is not worried, expecting the stock to still be good.
$MU's price actions are showing a lower low candle on the daily chart, with a potential crash below 906, which could lead to a further decline of 100-120 points.
$MU is holding the golden pocket with two open bull gaps above, which is a setup that's hard to ignore, according to the author.

Generated by AI

Community

Of the messages about MU, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	84.86%	76.96%	84.64%	65.54%
Newcomers	15.14%	23.04%	15.36%	34.46%

Regulars· Oct 14

Micron Technology, Inc. ($MU) is trading at a low multiple of forward earnings, with a price-to-earnings ratio of ~6x, and profit margins nearing 70%.
After Elon Musk's praise for Micron's memory prices, there is a strong likelihood that this will pay dividends for the company in the long run.
The company's price actions have been weak, with a potential lower low candle on the daily chart, and a drop below $906 could tank the stock by another 100-120 points.

Newcomers· Oct 14

Newcomers are focusing on Micron's (MU) low valuation, with some noting its forward price-to-earnings ratio is "ridiculously low".
There is concern about the sustainability of memory demand, with some analysts thinking the market is looking beyond recent numbers and focusing on the long-term prospects for Micron.
Micron's stock is being compared to other companies, with some noting its low price-to-earnings ratio compared to Coke, Pepsi, and McDonald's, and others expressing bearish views on the memory industry.

Generated by AI

News

Micron wins praise from Elon Musk for not being too greedy

1h agoMarketWatch

Micron pledges $50M to support DOE’s Genesis Mission

2h agoYahoo Finance

Not Nvidia. Not Micron. This Under-the-Radar Artificial Intelligence (AI) Chip Stock Could Be the Biggest Winner in 2027. | The Motley Fool

Nvidia and Micron are two of the biggest beneficiaries of the artificial intelligence (AI) revolution.

2h agoThe Motley Fool

“Micron Is Making The Smart Move”: Elon Musk Explains Why He’s A Micron Fan, As Stock Sits 25% Below Recent High

2h agoYahoo Finance

Micron: Buy The China Panic (NASDAQ:MU)

Micron Technology, Inc. stock slid after earnings amid DRAM fears. See what its 10-K contracts imply, downside scenarios, and buyback support—click for MU insights.

3h agoSeeking Alpha

Micron: China Just Broke The Memory Supercycle Story (NASDAQ:MU)

Micron faces rising China DRAM competition, cyclical memory pricing, rich valuation, and AI demand risks. Click for more on MU stock.

3h agoSeeking Alpha

Also Discussed

Investors talking about MU also mention

#	Name	Attention
1	Sandisk Corp.SNDK	0.84%-1.14
2	SK hynix Inc. ADRSKHY	0.36%-1.34
3	Western Digital Corp.WDC	0.04%-0.68
4	Broadcom IncAVGO	0.82%-0.83
5	Advanced Micro Devices Inc.AMD	0.57%-0.01
6	Roundhill Memory ETFDRAM	0.13%-0.93
7	Marvell Technology Inc.MRVL	0.44%+0.18
8	Seagate Technology Holdings plcSTX	0%-0.65
9	Taiwan Semiconductor Manufacturing Co. Ltd. ADRTSM	0.37%-0.05
10	Intel CorporationINTC	1.02%-0.13

Micron Technology Inc.

Technology
Semiconductors

Micron Technology Inc. is a semiconductor company that designs, develops, manufactures, and sells memory and storage products for computing and data-intensive applications. Its portfolio includes DRAM, NAND, and NOR solutions delivered through the Micron and Crucial brands, supporting use cases across cloud data centers, mobile devices, client computers, automotive systems, industrial equipment, networking, defense, and aerospace. The company’s business is organized around specialized segments that serve cloud, core data center, mobile and client, and automotive and embedded markets, reflecting its role as a supplier to a broad range of technology customers. Headquartered in Boise, Idaho, Micron Technology Inc. plays a central role in the semiconductor supply chain by providing memory technologies that help enable data processing, storage, and performance in modern digital infrastructure.

Website

Location

8000 South Federal Way

Boise, ID, 83716-9632

United States

Social

What share of all stock conversation is about MU?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	4.12% -1.75	5.61% -5.53	7.54% +3.13	2.16% +1.92

Oct 14

Micron Technology ($MU) has strong profit margins nearing 70% and trades at a low valuation multiple of ~6x forward earnings.
Analysts are optimistic about Micron's future, with D.A. Davidson's Gil Luria raising his price target to $3,000, citing a growing understanding of the company's potential.
Elon Musk's recent praise for Micron's memory prices could have a positive impact on the company's stock price, and Micron's strong growth and demand for its products suggest a promising future.

Generated by AI

Sentiment

Of the messages about MU that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	73.54% +12.38	79.21% -12.92	91.56% +4.88	78.96% +4.99
Bearish	26.46% -12.38	20.79% +12.92	8.44% -4.88	21.04% -4.99

Bullish· Oct 14

Micron Technology, Inc. ($MU) trades at a low multiple of forward earnings (~6x) and trailing earnings (~14x), with profit margins nearing 70%.
Analyst Gil Luria raised his price target for Micron to a Street-high $3,000, citing strong growth and record numbers, and expects the company to continue posting strong demand for the next 2 years.
Micron's valuation is low, with a forward PE/EV by EBITDA ratio that is "ridiculously low," and the company has a high ROE/ROIC, making it an attractive buy opportunity despite recent market volatility.

Bearish· Oct 14

Micron Technology's (MU) earnings and price actions have been severely impacted, with a loss of $150B in four days and a 3x earnings multiple compared to major consumer goods companies.
The memory market is expected to be disrupted by China's CXMT, which is developing a server memory product that could threaten MU's market share.
Micron's (MU) stock price has been under pressure, with a series of lower lows and a potential crash below $906, which could lead to further losses.

Generated by AI

Topics

Of the messages about MU that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	4.41%	1.39%	0.62%	5.31%
Macro	54.64%	43.8%	38.19%	47.67%
Technical Analysis	9.86%	6.45%	7.91%	6.29%
Analysts	28.96%	33.29%	31.83%	26.85%
Earnings	1.44%	14.82%	21.36%	13.65%
Controversies	0.69%	0.26%	0.09%	0.22%

Earnings· Oct 12

Micron Technology ($MU) beat expectations by $3B, but the stock barely moved, leading some to speculate that the beat was priced in and the upside is already accounted for.
The company's strong earnings were driven by a 379% year-over-year increase in revenue to $54.23B and a record profit of $37.7B, with one analyst setting a price target of $3,000 on the stock.
The AI memory boom, driven by Micron's strong performance, has some analysts optimistic about the sector's future, but others warn that the bubble is about to burst and the market should be cautious.

Analysts· Oct 13

Micron Technology's stock (MU) dropped ~5% after CXMT announced next-generation 4F² server memory modules in Shanghai, prompting analysis of lithography limits, actual manufacturing yields, and retail investors' actions before earnings.
Analysts are bullish on Micron stock, with D.A. Davidson raising its price target to $3,000, a 187% jump from current levels, despite a Chinese competitor's progress briefly rattling the stock.
Micron's record fiscal Q4 2026 results and multi-year customer agreements create a genuine bull-versus-bear question: can the AI memory boom produce more durable earnings, or do extraordinary prices still conceal a powerful cycle?

Announcements· Oct 13

Micron's ($MU) board approved a new $35.16B share buyback program, which will start on December 9, after the CHIPS Act buyback limits end.
Micron ($MU) is growing with strong sales and earnings, and its investments could allow substantial production growth over the next several years, making it an attractive AI memory business.
Micron ($MU) has repeatedly stolen IP from CXMT, a Chinese memory chip company, which may be a key distinction the market is overlooking in the face of CXMT's smaller next-gen DDR5 design announcement.

Controversies· Jul 3

A fresh lawsuit has dropped a bombshell on Micron's stock price, but the exact details of the lawsuit are not specified in the provided posts.
US President Trump has claimed that Micron's stock price jumped 9 points after the company donated $250 million to his accounts, although this claim is not verified and Micron's share price actually slid almost 5% on the day.
There are also reports that Apple is exploring alternative memory suppliers, including Chinese companies, which could potentially impact Micron's business and stock price.

Macro· Oct 14

Micron Technology has been able to sustain high earnings despite a recent market downturn, with its stock price barely moving despite beating expectations by $3B.
The company's ability to maintain high margins and secure long-term contracts with customers may mitigate the threat of cheaper memory from China, with Micron's backlog already committed to 2031.
Analysts are divided on the market's perception of Micron's future prospects, with some viewing the recent decline as a buying opportunity, while others believe the market is looking beyond the latest numbers and focusing on the sustainability of memory demand.

Technical Analysis· Oct 14

$MU has retraced from 970, but the author is not worried, expecting the stock to still be good.
$MU's price actions are showing a lower low candle on the daily chart, with a potential crash below 906, which could lead to a further decline of 100-120 points.
$MU is holding the golden pocket with two open bull gaps above, which is a setup that's hard to ignore, according to the author.

Generated by AI

Community

Of the messages about MU, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	84.86%	76.96%	84.64%	65.54%
Newcomers	15.14%	23.04%	15.36%	34.46%

Regulars· Oct 14

Micron Technology, Inc. ($MU) is trading at a low multiple of forward earnings, with a price-to-earnings ratio of ~6x, and profit margins nearing 70%.
After Elon Musk's praise for Micron's memory prices, there is a strong likelihood that this will pay dividends for the company in the long run.
The company's price actions have been weak, with a potential lower low candle on the daily chart, and a drop below $906 could tank the stock by another 100-120 points.

Newcomers· Oct 14

Newcomers are focusing on Micron's (MU) low valuation, with some noting its forward price-to-earnings ratio is "ridiculously low".
There is concern about the sustainability of memory demand, with some analysts thinking the market is looking beyond recent numbers and focusing on the long-term prospects for Micron.
Micron's stock is being compared to other companies, with some noting its low price-to-earnings ratio compared to Coke, Pepsi, and McDonald's, and others expressing bearish views on the memory industry.

Generated by AI

Micron Technology

Social

Oct 14

Bullish· Oct 14

Bearish· Oct 14

Earnings· Oct 12

Analysts· Oct 13

Announcements· Oct 13

Controversies· Jul 3

Macro· Oct 14

Technical Analysis· Oct 14

Regulars· Oct 14

Newcomers· Oct 14

Micron wins praise from Elon Musk for not being too greedy

Micron pledges $50M to support DOE’s Genesis Mission

Not Nvidia. Not Micron. This Under-the-Radar Artificial Intelligence (AI) Chip Stock Could Be the Biggest Winner in 2027. | The Motley Fool

“Micron Is Making The Smart Move”: Elon Musk Explains Why He’s A Micron Fan, As Stock Sits 25% Below Recent High

Micron: Buy The China Panic (NASDAQ:MU)

Micron: China Just Broke The Memory Supercycle Story (NASDAQ:MU)

Also Discussed

Micron Technology Inc.

Company Information

Location

Micron wins praise from Elon Musk for not being too greedy

Micron pledges $50M to support DOE’s Genesis Mission

Not Nvidia. Not Micron. This Under-the-Radar Artificial Intelligence (AI) Chip Stock Could Be the Biggest Winner in 2027. | The Motley Fool

“Micron Is Making The Smart Move”: Elon Musk Explains Why He’s A Micron Fan, As Stock Sits 25% Below Recent High

Micron: Buy The China Panic (NASDAQ:MU)

Micron: China Just Broke The Memory Supercycle Story (NASDAQ:MU)

Also Discussed

Social

Oct 14

Bullish· Oct 14

Bearish· Oct 14

Earnings· Oct 12

Analysts· Oct 13

Announcements· Oct 13

Controversies· Jul 3

Macro· Oct 14

Technical Analysis· Oct 14

Regulars· Oct 14

Newcomers· Oct 14