Micron Technology (MU): Assessing Valuation as AI and Data Center Growth Drives New Analyst Optimism

Simply Wall St.11-26

Micron Technology (MU) is attracting fresh attention after industry commentators highlighted the company’s strong position in the booming AI and data center sectors. With high-bandwidth memory (HBM) ...

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With high-bandwidth memory (HBM) ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-mu/micron-technology/news/micron-technology-mu-assessing-valuation-as-ai-and-data-cent\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Technology (MU): Assessing Valuation as AI and Data Center Growth Drives New Analyst Optimism</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Technology (MU): Assessing Valuation as AI and Data Center Growth Drives New Analyst Optimism\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-26 12:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/semiconductors/nasdaq-mu/micron-technology/news/micron-technology-mu-assessing-valuation-as-ai-and-data-cent><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology (MU) is attracting fresh attention after industry commentators highlighted the company’s strong position in the booming AI and data center sectors. With high-bandwidth memory (HBM) ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-mu/micron-technology/news/micron-technology-mu-assessing-valuation-as-ai-and-data-cent\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2250418816.HKD","symbol_name":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-mu/micron-technology/news/micron-technology-mu-assessing-valuation-as-ai-and-data-cent","article_id":"2586280068","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/289030-main-header/1756224520833"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-mu/micron-technology/news/micron-technology-mu-assessing-valuation-as-ai-and-data-cent","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2586280068","pubTimestamp":1764132264,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Micron Technology (MU) is attracting fresh attention after industry commentators highlighted the company’s strong position in the booming AI and data center sectors. With high-bandwidth memory (HBM) supply already committed through 2026, investors are taking a close look.\nSee our latest analysis for Micron Technology.\nMicron’s recent 7.2% pop, fueled by upbeat analyst upgrades and a surge of Wall Street optimism, follows impressive traction in AI memory and data centers. 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With high-bandwidth memory (HBM) supply already committed through 2026, investors are taking a close look. See our latest analysis for Micron Technology. Micron’s recent 7.2% pop, fueled by upbeat analyst upgrades and a surge of Wall Street optimism, follows impressive traction in AI memory and data centers. Over the past year, disciplined execution and bullish growth drivers have powered a 121.5% total shareholder return. Momentum is still building as long-term industry tailwinds take hold. If Micron’s rapid rise has you scanning the horizon, it’s a great moment to explore fresh innovations in tech and AI. See the full list for free with See the full list for free.. But with shares up over 120% in the past year and HBM supply fully booked, investors have to ask themselves: Is Micron still trading at an attractive valuation, or is all that AI-driven growth already priced in? AdvertisementMost Popular Narrative: 10% Overvalued According to the narrative by BlackGoat, the fair value is pegged well below Micron’s current share price. This suggests market enthusiasm may be running ahead of the fundamentals. The gap between expectations and recent momentum sets up a compelling debate on what is fueling Micron’s high-flying valuation.  The AI Supercycle is the most powerful catalyst. The demand for next-generation HBM is unprecedented. Micron has successfully passed NVIDIA's quality verification for its HBM3E products and has become a key supplier for the next-generation \"Blackwell\" AI accelerator. The company is now shipping high-volume HBM to four major customers across both GPU and ASIC platforms. With its entire 2025 production capacity already sold out, analysts project the HBM market will grow from roughly $30 billion in 2025 to a staggering $100 billion by 2030, representing a massive runway for growth.  Read the complete narrative. Think Micron’s price surge is all hype? The real story behind this bold fair value hinges on aggressive revenue forecasts and a future profit transformation. Wondering just how much growth and margin expansion is baked into the math? Unlock the full narrative and see what powers this provocative valuation call. Result: Fair Value of $203.92 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, looming risks such as intense competition and potential geopolitical tensions could quickly upend Micron’s bullish narrative and challenge its growth outlook. Find out about the key risks to this Micron Technology narrative. Another View: Multiples Tell a Different Story Looking at Micron through the lens of its price-to-earnings ratio gives a new perspective. While the fair value narrative sees shares as overvalued, Micron’s current ratio of 29.5x is actually lower than the semiconductor industry average of 35.6x and well below its peer group’s hefty 84x. Interestingly, the ratio also remains beneath the market’s fair ratio of 43.3x, which suggests Micron could present better value than headline prices might imply. See what the numbers say about this price, find out in our valuation breakdown. See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:MU PE Ratio as at Nov 2025 Build Your Own Micron Technology Narrative If you want to challenge these conclusions or dig deeper into the data yourself, it takes just a few minutes to craft your own view. Do it your way A great starting point for your Micron Technology research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Looking for More Smart Investment Ideas? Expand your investing playbook with timely new opportunities. Don’t miss out on the standouts everyone is talking about in tomorrow’s markets.  Boost your portfolio’s income by targeting top-yield stocks in volatile markets using these 14 dividend stocks with yields > 3%. Jump on the technological evolution with these 26 AI penny stocks at the forefront of artificial intelligence, automation, and data-driven innovation. Uncover hidden potential before others catch on by searching for value with these 924 undervalued stocks based on cash flows.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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