US Markets Closed

AI-assisted · Not financial adviceNot advice

AI-assisted · Not financial advice.

US Markets Closed

AI-assisted · Not financial adviceNot advice

US Markets Closed

AI-assisted · Not financial adviceNot advice

$MU

Name: MU (Micron Technology) — Market Sentiment & Discussion
Creator: MarketMind
License: https://stockmarketsentimentai.com/methodology

Micron Technology· 4/3/2026, 11:57:35 AM

Data Checks· 2 of 3 passed

Analyst target

11% upside · 18 analysts · $190–$550 range

▲ $405

Earnings

EPS: $56.54 → $92.87 (2026 vs 2027)

▲ Expected to grow 64%

Insiders (90d)

3 buys, 23 sells

Last: SELL Feb 2· 60d ago

▼Net selling $19.0M

Options positioning: Bullish — More betting on upside (1.1× more call than put volume today). Unusual bets on $370 upside — 3× normal activity. analysts: 55 buy vs 2 sell.

Reddit: Cautious · DivergentAttention: Surging

Community Take (7D)

Retail sentiment is bullish on Micron's AI demand, tempered by market conditions, while news reports increased investments. This alignment suggests that Micron may present opportunities for investors focused on AI growth despite external challenges.

Price: $366.13 (+0.62%)vs 20-DMA: -14.5%Volume: 0.8x avg6M Range: 1%vs SPY (1w): -9.3%Cap: $359B Mega

News vs Reddit

Smart Money

News Signal

News Outlets · Analyst Coverage

bullish

Signal Quality75%

Reddit Sentiment

Reddit · Community Discussion

neutral

Confidence Level30%

The Story

News Summary

Micron Technology sees increased investments

Key Events

Mar 2, 2001:111 Capital increased its stake in Micron Technology, Inc. by 12.0%.
Feb 28, 2001:Micron opened its $2.75 billion Gujarat assembly-and-test plant to ramp chip output for AI-driven memory demand.
Feb 27, 2001:Micron's stock surged after a major Q1 double beat, yet shares still trade below 13x forward earnings.

Sentiment: 80% bullish / 20% neutral (early) → 60% bullish / 30% cautious / 10% bearish (late)

Impact: The narrative evolved from strong bullish sentiment driven by performance and investments to a more cautious outlook due to market expectations.

Analyst ConsensusBuy (68 analysts)

Target: $405 avg (+11% upside)

55 Buy · 11 Hold · 2 Sell

Signal

Bullish

Confidence

75%

Based on curated news sources (not retail comments)

Over the last 7 days: Micron is positioned for growth driven by strong demand and pricing power in memory markets, although technical overextension poses some near-term risks.

SentimentCautious Optimism

AnalysisHype

Bullish Factors

✓Micron Technology is upgraded to 'Strong Buy' on the back of robust AI-driven memory demand and deep valuation discounts versus peers [Fmp|Feb 24]
✓Micron holds tremendous pricing power as it is one of the few global manufacturers of high-bandwidth memory [Fmp|Feb 24]
✓Micron is benefiting from the supply shortages in the DRAM and NAND markets, with HBM production already sold out for the year [Fmp|Feb 25]

Risk Factors

✗Micron shares appear technically overextended after a historic rally, raising near-term pullback risk unless price decisively breaks above record highs [Fmp|Feb 26]
✗Micron's stock surged after a major Q1 double beat, yet shares still trade below 13x forward earnings because markets expect traditional memory cycles [Fmp|Feb 27]

Analyze with AI yahoo!finance Reddit Answers

AI-assisted · Not financial advice.

$MU - Micron Technology | MarketMind | MarketMind

$MU

Micron Technology· 4/3/2026, 11:57:35 AM

Data Checks· 2 of 3 passed

Analyst target

11% upside · 18 analysts · $190–$550 range

▲ $405

Earnings

EPS: $56.54 → $92.87 (2026 vs 2027)

▲ Expected to grow 64%

Insiders (90d)

3 buys, 23 sells

Last: SELL Feb 2· 60d ago

▼Net selling $19.0M

Options positioning: Bullish — More betting on upside (1.1× more call than put volume today). Unusual bets on $370 upside — 3× normal activity. analysts: 55 buy vs 2 sell.

Reddit: Cautious · DivergentAttention: Surging

Community Take (7D)

Price: $366.13 (+0.62%)vs 20-DMA: -14.5%Volume: 0.8x avg6M Range: 1%vs SPY (1w): -9.3%Cap: $359B Mega

News vs Reddit

Smart Money

News Signal

News Outlets · Analyst Coverage

bullish

Signal Quality75%

Reddit Sentiment

Reddit · Community Discussion

neutral

Confidence Level30%

The Story

News Summary

Micron Technology sees increased investments

Key Events

Mar 2, 2001:111 Capital increased its stake in Micron Technology, Inc. by 12.0%.
Feb 28, 2001:Micron opened its $2.75 billion Gujarat assembly-and-test plant to ramp chip output for AI-driven memory demand.
Feb 27, 2001:Micron's stock surged after a major Q1 double beat, yet shares still trade below 13x forward earnings.

Sentiment: 80% bullish / 20% neutral (early) → 60% bullish / 30% cautious / 10% bearish (late)

Impact: The narrative evolved from strong bullish sentiment driven by performance and investments to a more cautious outlook due to market expectations.

Analyst ConsensusBuy (68 analysts)

Target: $405 avg (+11% upside)

55 Buy · 11 Hold · 2 Sell

Signal

Bullish

Confidence

75%

Based on curated news sources (not retail comments)

Over the last 7 days: Micron is positioned for growth driven by strong demand and pricing power in memory markets, although technical overextension poses some near-term risks.

SentimentCautious Optimism

AnalysisHype

Bullish Factors

✓Micron Technology is upgraded to 'Strong Buy' on the back of robust AI-driven memory demand and deep valuation discounts versus peers [Fmp|Feb 24]
✓Micron holds tremendous pricing power as it is one of the few global manufacturers of high-bandwidth memory [Fmp|Feb 24]
✓Micron is benefiting from the supply shortages in the DRAM and NAND markets, with HBM production already sold out for the year [Fmp|Feb 25]

Risk Factors

✗Micron shares appear technically overextended after a historic rally, raising near-term pullback risk unless price decisively breaks above record highs [Fmp|Feb 26]
✗Micron's stock surged after a major Q1 double beat, yet shares still trade below 13x forward earnings because markets expect traditional memory cycles [Fmp|Feb 27]

Analyze with AI yahoo!finance Reddit Answers