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The Case for Micron Stock Leaping 140%

Micron Technology stock has fallen well below its recent highs. But the memory-chip maker can more than recoup its recent losses, according to KeyBanc analyst John Vinh.The shares were down 1.3% at $7

The Case for Micron Stock Leaping 140%

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":627978160255776,"tweetId":"627978160255776","gmtCreate":1794337915249,"gmtModify":1794357850256,"author":{"id":4256055244305902,"idStr":"4256055244305902","authorId":4256055244305902,"authorIdStr":"4256055244305902","name":"Mylostylo","avatar":"https://community-static.tradeup.com/news/691a84afa2f027ef23c9a00a91f84e49","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":0,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Share your opinion about this news…</p></body></html>","htmlText":"<html><head></head><body><p>Share your opinion about this news…</p></body></html>","text":"Share your opinion about this news…","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/627978160255776","repostId":2682948443,"repostType":2,"repost":{"id":"2682948443","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1794311280,"share":"https://ttm.financial/m/news/2682948443?lang=en_US&edition=fundamental","pubTime":"2026-11-10 19:48","market":"us","language":"en","title":"The Case for Micron Stock Leaping 140%","url":"https://stock-news.laohu8.com/highlight/detail?id=2682948443","media":"Dow Jones","summary":"Micron Technology stock has fallen well below its recent highs. But the memory-chip maker can more than recoup its recent losses, according to KeyBanc analyst John Vinh.The shares were down 1.3% at $7","content":"<html><head></head><body><p style=\"text-align: left;\">Micron Technology stock has fallen well below its recent highs. But the memory-chip maker can more than recoup its recent losses, according to KeyBanc analyst John Vinh.</p><p style=\"text-align: left;\">Vinh reiterated a price target of $1,750 in a research note Monday, implying a nearly 140% gain from current levels.</p><p style=\"text-align: left;\">That&#39;s an ambitious call for a stock that has dropped 23% in the past month. As Barron&#39;s has previously covered, the slide has mostly been due to fears that Democrat victories in midterm elections will slow construction of artificial-intelligence data centers, and therefore hit demand for memory in AI servers.</p><p style=\"text-align: left;\">But Vinh argues the latest figures tracking the growth of cloud-computing bode well for Micron and other chip stocks, with October numbers showing 2% growth month-on-month and 12% growth from the same period the prior year. The numbers show a &#34;return to strong traditional server growth,&#34; according to the analyst.</p><p style=\"text-align: left;\">Vinh has been a consistent fan of Micron. Last month he called it one of his favorite ideas in the semiconductor sector. At that time he noted prices for dynamic random-access memory (DRAM) in the fourth quarter were expected to rise by between 15% and 20% from the previous quarter and Alphabet&#39;s Google was looking at extending long-term memory-supply agreements through to 2035.</p><p style=\"text-align: left;\">The KeyBanc analyst gets his price target by applying a price-to-earnings multiple of six times his estimate for Micron&#39;s fiscal 2028 earnings. He noted Micron is currently trading at a PE multiple of just four times the consensus forecast for fiscal 2027, compared with a three-year median average of nine times.</p><p style=\"text-align: left;\">Skeptics of the sector argue that memory companies shouldn&#39;t be valued on PE ratios as they inevitably look cheap at the peak of their cyclical earnings. But Vinh and other optimists argue the AI boom is set to prolong Micron&#39;s strong earnings for at least another 18 months, meaning the stock is just too cheap to ignore.</p></body></html>","collect":0,"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>The Case for Micron Stock Leaping 140%</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\">\nThe Case for Micron Stock Leaping 140%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-11-10 19:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Micron Technology stock has fallen well below its recent highs. But the memory-chip maker can more than recoup its recent losses, according to KeyBanc analyst John Vinh.</p><p style=\"text-align: left;\">Vinh reiterated a price target of $1,750 in a research note Monday, implying a nearly 140% gain from current levels.</p><p style=\"text-align: left;\">That&#39;s an ambitious call for a stock that has dropped 23% in the past month. As Barron&#39;s has previously covered, the slide has mostly been due to fears that Democrat victories in midterm elections will slow construction of artificial-intelligence data centers, and therefore hit demand for memory in AI servers.</p><p style=\"text-align: left;\">But Vinh argues the latest figures tracking the growth of cloud-computing bode well for Micron and other chip stocks, with October numbers showing 2% growth month-on-month and 12% growth from the same period the prior year. The numbers show a &#34;return to strong traditional server growth,&#34; according to the analyst.</p><p style=\"text-align: left;\">Vinh has been a consistent fan of Micron. Last month he called it one of his favorite ideas in the semiconductor sector. At that time he noted prices for dynamic random-access memory (DRAM) in the fourth quarter were expected to rise by between 15% and 20% from the previous quarter and Alphabet&#39;s Google was looking at extending long-term memory-supply agreements through to 2035.</p><p style=\"text-align: left;\">The KeyBanc analyst gets his price target by applying a price-to-earnings multiple of six times his estimate for Micron&#39;s fiscal 2028 earnings. He noted Micron is currently trading at a PE multiple of just four times the consensus forecast for fiscal 2027, compared with a three-year median average of nine times.</p><p style=\"text-align: left;\">Skeptics of the sector argue that memory companies shouldn&#39;t be valued on PE ratios as they inevitably look cheap at the peak of their cyclical earnings. But Vinh and other optimists argue the AI boom is set to prolong Micron&#39;s strong earnings for at least another 18 months, meaning the stock is just too cheap to ignore.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WLDR":"Affinity World Leaders Equity ETF","WUGI":"AXS Esoterica NextG Economy ETF","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0079474960.USD":"联博美国增长基金A","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4575":"芯片概念","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","JGRO":"Jpmorgan Active Growth ETF","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BOBP":"CORE16 Best of Breed Premier Index ETF","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","BK4579":"人工智能","USXF":"iShares ESG Advanced MSCI USA ETF","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","MUU":"2倍做多MU ETF-Direxion","MIC":"2倍做多MU ETF-Corgi","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","EFIV":"SPDR S&P 500 ESG ETF","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","SHOC":"Strive U.S. Semiconductor ETF","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","DRMY":"XFUNDS Memory Income ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","MUYY":"GraniteShares YieldBOOSTMU ETF","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4532":"文艺复兴科技持仓","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4543":"AI","MUZ":"2倍做空MU ETF-Defiance","BK4512":"苹果概念","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1979441026.SGD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"A\" (SGDHDG) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","ARTY":"ISHARES FUTURE AI & TECH ETF","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","BK4141":"半导体产品","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","FXL":"First Trust Technology AlphaDEX Fund","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","VGT":"信息技术ETF-Vanguard","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","DISK":"Tema Memory ETF","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","XNTK":"SPDR NYSE Technology ETF","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","AIFD":"TCW Artificial Intelligence ETF","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Innovation and Tech Active ETF","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682948443","content_text":"Micron Technology stock has fallen well below its recent highs. But the memory-chip maker can more than recoup its recent losses, according to KeyBanc analyst John Vinh.Vinh reiterated a price target of $1,750 in a research note Monday, implying a nearly 140% gain from current levels.That's an ambitious call for a stock that has dropped 23% in the past month. As Barron's has previously covered, the slide has mostly been due to fears that Democrat victories in midterm elections will slow construction of artificial-intelligence data centers, and therefore hit demand for memory in AI servers.But Vinh argues the latest figures tracking the growth of cloud-computing bode well for Micron and other chip stocks, with October numbers showing 2% growth month-on-month and 12% growth from the same period the prior year. The numbers show a \"return to strong traditional server growth,\" according to the analyst.Vinh has been a consistent fan of Micron. Last month he called it one of his favorite ideas in the semiconductor sector. At that time he noted prices for dynamic random-access memory (DRAM) in the fourth quarter were expected to rise by between 15% and 20% from the previous quarter and Alphabet's Google was looking at extending long-term memory-supply agreements through to 2035.The KeyBanc analyst gets his price target by applying a price-to-earnings multiple of six times his estimate for Micron's fiscal 2028 earnings. He noted Micron is currently trading at a PE multiple of just four times the consensus forecast for fiscal 2027, compared with a three-year median average of nine times.Skeptics of the sector argue that memory companies shouldn't be valued on PE ratios as they inevitably look cheap at the peak of their cyclical earnings. But Vinh and other optimists argue the AI boom is set to prolong Micron's strong earnings for at least another 18 months, meaning the stock is just too cheap to ignore.","news_type":1,"symbols_score_info":{"AIS":0.6,"EGGY":0.6,"SHOC":0.6,"CGGO":0.6,"BAI":0.6,"MUD":0.6,"DRMY":0.6,"IXN":0.6,"WUGI":0.6,"MULL":0.6,"USXF":0.6,"XNTK":0.6,"AIQ":0.6,"XLK":0.6,"JGRO":0.6,"EFIV":0.6,"FAI":0.6,"EMSF":0.6,"VGT":0.6,"PTF":0.6,"ARTY":0.6,"IETC":0.6,"CHPX":0.6,"FDTX":0.6,"FTEC":0.6,"MUU":0.6,"TTXU":0.6,"MIC":0.6,"RULE":0.6,"BOBP":0.6,"MU":1.98,"CHAT":0.6,"AIFD":0.6,"MUYY":0.6,"MUZ":0.6,"SMU00main":0.6,"HBMX":0.6,"WLDR":0.6,"LEGR":0.6,"FXL":0.6,"MUG":0.6,"TRFK":0.6,"DISK":0.6}},"isVote":1,"tweetType":1,"viewCount":98,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":30,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}