$MU Wins Wall Street: 24 Buys, Zero Sells as AI Memory Boom Accelerates 💾

$Micron Technology(MU)$ ANALYST PRICE TARGET UPGRADES:

📈 Susquehanna: $1,750 (from $600)

📈 UBS: $1,625 (from $535)

📈 Daiwa: $1,600 (from $700)

📈 Needham: $1,550 (from $500)

📈 BofA: $1,500 (from $950)

📈 Stifel: $1,500 (from $550)

📈 Deutsche Bank: $1,500 (from $1,000)

📈 Cantor Fitzgerald: $1,500 (from $700)

📈 Davidson: $1,500

📈 TD Cowen: $1,500 (from $660)

📈 Wedbush: $1,300 (from $500/550)

📈 Wolfe Research: $1,250 (from $550)

📈 Citigroup: $1,200 (from $840)

📈 Rosenblatt: $1,200 (from $600)

📈 Michael Luu: $5000 (from $2000)

• Average 12-mo target now ~$1,297 (per 26 analysts)

• Highest Street target: $1,750

Consensus rating:

STRONG BUY (24 buy / 2 hold / 0 sell)

Why the upgrades?

HBM4 sold out for 2027 — Micron can only fill 50-66% of orders

Q3 FY26 guide: $33.5B rev midpoint, 81% gross margins

- New Anthropic supply + equity deal (June 22)

- $NVIDIA(NVDA)$ certified MU for Vera Rubin HBM4

- $1T+ market cap, stock +800%+ over past year

$Roundhill Memory ETF(DRAM)$ $Roundhill T-REX 2X Long DRAM Daily Target ETF(RAM)$ $SanDisk Corp.(SNDK)$ $Western Digital(WDC)$ $Seagate Technology PLC(STX)$ basically buy every dip until end of 2026 and hold until 2028.