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MU

Micron Technology Inc

BUY 2026-08-01 Updated today USD 823.03 Technology - SemiconductorsAWAIT ENTRY
68

Position levels

Currenttoday
USD 823.03
Buy <=wait / entry
USD 713.33
Trim >=take some off
USD 900.00
Thesis breakA confirmed new US export licensing action that materially caps Micron's address...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case36%100 / 10036.0
Base case50%62 / 10031.0
Bear case14%10 / 1001.4
Weighted conviction68 / 100 - BUY

Top risks

  • Q3 2026 EPS of $25.11 beat estimates by 23.79% and revenue of $41.46B beat by 17.60%
  • 345.7% YoY revenue growth from AI-driven demand for memory and storage products
  • Consensus Buy rating from 37 analysts with average price target of $1,268.93 implying 54.18% upside
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.