Micron Technology's Earnings Outlook Strengthens on Higher Memory Pricing, UBS Says

MT Newswires Live01:42

Micron Technology's (MU) long-term earnings outlook is firming as tighter supply for high-bandwidth memory supports stronger pricing, even as near-term expectations have moderated for NAND flash memory, which is used in solid-state drives and other devices, UBS Securities said in a report.

UBS raised its forecast for industry HBM average selling prices in 2027 to a 79% increase from 67%, with Micron's HBM pricing expected to climb 72%. Pricing for HBM4E, the higher-performance variant of HBM4, may exceed $30 per gigabyte, the report said.

Overall HBM consumption for 2027 is now expected to reach 61.5 billion gigabits, up from a prior estimate of 58.7 billion, despite changes to Nvidia's (NVDA) Rubin Ultra memory specifications, the report said.

NAND contract pricing continues to "trend positively," supported by stronger-than-expected demand for server and storage solid-state drives, the report said. UBS raised its NAND bit-demand growth forecasts to 23% for 2026 and 26% for 2027.

UBS adjusted its Micron EPS estimates to $74.13 for 2026, $184.89 for 2027 and $265.65 for 2028, all "well above" consensus, with cumulative free cash flow projected to top $450 billion through 2028.

UBS reiterated its buy rating on Micron Technology with a $1,625 price target.

Price: 879.26, Change: +1.68, Percent Change: +0.19

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Pricing for HBM4E, the higher-performance variant of HBM4, may exceed $30 per gigabyte, the report said.</p><p>Overall HBM consumption for 2027 is now expected to reach 61.5 billion gigabits, up from a prior estimate of 58.7 billion, despite changes to <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s (NVDA) Rubin Ultra memory specifications, the report said.</p><p>NAND contract pricing continues to \"trend positively,\" supported by stronger-than-expected demand for server and storage solid-state drives, the report said. UBS raised its NAND bit-demand growth forecasts to 23% for 2026 and 26% for 2027.</p><p>UBS adjusted its Micron EPS estimates to $74.13 for 2026, $184.89 for 2027 and $265.65 for 2028, all \"well above\" consensus, with cumulative free cash flow projected to top $450 billion through 2028.</p><p>UBS reiterated its buy rating on Micron Technology with a $1,625 price target.</p><p>Price: 879.26, Change: +1.68, Percent Change: +0.19</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"WLDR","symbol_name":"Affinity World Leaders Equity ETF","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2658539219","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2658539219","pubTimestamp":1786383742,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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Pricing for HBM4E, the higher-performance variant of HBM4, may exceed $30 per gigabyte, the report said.Overall HBM consumption for 2027 is now expected to reach 61.5 billion gigabits, up from a prior estimate of 58.7 billion, despite changes to Nvidia's (NVDA) Rubin Ultra memory specifications, the report said.NAND contract pricing continues to \"trend positively,\" supported by stronger-than-expected demand for server and storage solid-state drives, the report said. UBS raised its NAND bit-demand growth forecasts to 23% for 2026 and 26% for 2027.UBS adjusted its Micron EPS estimates to $74.13 for 2026, $184.89 for 2027 and $265.65 for 2028, all \"well above\" consensus, with cumulative free cash flow projected to top $450 billion through 2028.UBS reiterated its buy rating on Micron Technology with a $1,625 price target.Price: 879.26, Change: +1.68, Percent Change: +0.19","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.47.1","shortVersion":"4.47.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2658539219","isCrawlerRequest":true}